Surmount

Surmount is a modern platform for personalized investment management that combines professional portfolio expertise with AI. It helps individual investors apply approaches that are often associated with institutional investing.

Personalized portfolios

Surmount builds data-driven portfolios based on your goals, time horizon, and risk tolerance. You set how much and how often to invest, and the platform selects and rebalances the portfolio using tested strategies and its AI capabilities.

Automation and risk controls

The service supports end-to-end automation to reduce manual work while keeping the overall strategy clear and manageable.

• Automated order execution
• Position management
• Tax optimization
• Protective measures designed to reduce risk

No-code tools for custom strategies

Advanced users can create their own investment strategies without coding and have Surmount run them on the platform. With broker and market integrations, Surmount aims to make a complex investment workflow more streamlined and transparent.