Surmount offers a web‑based, no‑code platform that lets retail and small institutional investors build and run AI‑enhanced multi‑asset portfolios using over 150 expert‑curated strategies or custom designs. The service integrates directly with major U.S. brokers for automated trade execution and provides a unified dashboard for goal tracking, performance analytics, and strategy monetization.
Funding
$500K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Individual investors often lack access to professional-grade, data‑driven portfolio construction tools and must rely on manual, time‑consuming processes or generic robo‑advisors that offer limited customization.
Solution
Surmount provides a web‑based platform that lets users create and run AI‑enhanced, multi‑asset portfolios without writing code. Users can choose from over 150 prebuilt strategies curated by professional investors or design custom strategies using built‑in AI assistants. The platform connects to major brokerages via secure, bank‑level integrations, automatically executing trades according to the defined investment thesis. All holdings are aggregated in a single dashboard that offers goal planning, performance tracking, and transparent pricing. Subscription tiers unlock additional data points, advanced market research, and the ability to share or monetize user‑created strategies.
Target Audience
Surmount targets retail investors and small institutional clients who want professional, data‑driven portfolio management without coding expertise, as well as quantitative enthusiasts seeking a marketplace to create and monetize strategies.
Features
- No‑code portfolio builder with AI‑driven strategy suggestions
- Library of 150+ expert‑curated strategies across equities, crypto, options, and fixed income
- Direct, secure integration with major U.S. brokers and exchanges for automated trade execution
- Unified dashboard that consolidates all accounts, tracks goals, and visualizes performance metrics
- Tiered access to 20,000+ data points, advanced market research tools, and custom strategy creation
- Ability to share, sell, or monetize user‑generated strategies within the Surmount marketplace
- Referral program that rewards users with 15% of referred traders’ fees