User-Created Models

User-Created Models

User-Created Models

Surmount Technologies Inc. allows licensed financial companies and individual professionals to create and offer custom alpha models that they can offer through a fee-based structure.


Definition of Models

Models are custom, data-driven investment strategies that can be tailored to track specific objectives or ideas. These models leverage various data sources and analytical techniques to provide insights and guidance for investment decisions.

User-Created Models Disclaimer

User-created models are intended for educational and informational purposes only. These models can be shared by the creator with a limited set of other users (hereinafter referred to as ‘recipients’) solely as a means of knowledge sharing among users.

A user-created model should not be construed as investment advice from a registered investment adviser or as a research report/recommendation to deal in securities from a registered research analyst. Such models should not be construed as investment advice, recommendations, or solicitations to deal in securities. User-created models are meant only as a guide and should not be the sole basis for making any investment decision. Recipients are solely responsible for their investment decisions and must validate all the information used to make their investment decisions. Before making investments, recipients must independently determine the suitability of investing in any user-created model based on their risk appetite and goals. We advise recipients to seek appropriate professional advice from duly registered and qualified investment advisors before making any investment decisions, including investing in any user-created model.


Please note that past performance does not guarantee future returns, and the performance of user-created models is subject to market risk.


Further, the returns mentioned in the model are not based on actual trades and do not include costs associated with investments in securities. Data used for the calculation of historical returns and other information is provided by exchange-approved third-party data vendors and has neither been audited nor validated by the Company. As investments in stocks and ETFs are subject to market risk, please read all relevant information carefully before making any investments.


We make no representations or warranties (expressed or implied) to any recipient on the advisability of investing in any user-created model. Any information regarding a user-created model, including the model itself, should never be construed as our representation or endorsement of the same. We are only a technology platform and are not involved in the creation of user-created models, nor are we responsible for the contents therein, nor do we verify the accuracy of the same. We do not have control over the user-created model and neither do we play a determinative role in the performance of the same.


The recipient agrees to assume complete and full responsibility for the outcomes of all of his/her investment decisions, including any direct, indirect, incidental, consequential, special, punitive, or any other losses/damages that may be incurred. We shall not be responsible or liable for any direct, indirect, incidental, consequential, special, punitive, or any other losses/damages arising out of the recipient's investments in user-created models.

Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience

Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.
The content on this website is for informational purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.

† Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.

* These are not, nor intended to be, a testimonial or endorsement of Surmount's services.

© 2025 Surmount Technologies, LLC. All rights reserved.

Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience

Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.
The content on this website is for informational purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.

† Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.

* These are not, nor intended to be, a testimonial or endorsement of Surmount's services.

© 2025 Surmount Technologies, LLC. All rights reserved.

Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience

Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.
The content on this website is for informational purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.

† Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.

* These are not, nor intended to be, a testimonial or endorsement of Surmount's services.

© 2025 Surmount Technologies, LLC. All rights reserved.