Surmount

Automated investment strategies and data-driven trading.

invest investment research information stocks companies

Tool Information

Primary Task	Investment research
Category	business-and-finance
Pricing	Free + from $20/mo
Country	United States

Surmount AI is a trading software that enables users to trade smarter and manage their investments using data-driven strategies. With Surmount AI, users can easily connect all of their investment accounts, including equities, crypto, and forex, in one place for convenient viewing, management, and automation. The platform allows users to automate their investments by finding and evaluating pre-built investment strategies with genuine track records. Users can access historical data for performance, holdings, and risk level, and seamlessly deploy strategies into their existing accounts with just a few clicks.Additionally, Surmount AI empowers users to turn their investment ideas into potential profit by building genuine automated investing strategies. The platform provides options for both no-code strategies and AI-generated text-to-code strategies, along with a web-based Python IDE for ease of use.Surmount AI aims to democratize access to passive trading by making it available to individuals and institutions alike. By offering a marketplace for users to create and share trading strategies, Surmount AI allows users to contribute to and benefit from a community-driven approach to investing.The platform has garnered praise from industry experts, including former quants and executives, who have commended Surmount AI for its ability to bring the power of hedge funds and family offices to everyday investors, introduce retail trading strategies using AI technology, and provide a transparent and customizable trading experience.Overall, Surmount AI provides modern-day investors with robust tools and resources to make informed investment decisions and optimize their trading strategies.

Surmount AI is a financial technology company based in the United States, founded in 2020. Located in Wilmington, Delaware, the company focuses on creating an innovative investment platform that utilizes AI-driven strategies to automate investment accounts. Surmount AI aims to make sophisticated investment tools accessible to both novice and experienced investors.

The platform offers automated investment management, allowing users to implement data-driven strategies developed by professional investors and AI. These strategies include options focused on black-owned businesses and arbitrage opportunities between major stocks. Surmount AI partners with registered brokerage firms to ensure secure and compliant transaction execution. The user-friendly interface is designed to cater to a wide range of investors, including those with limited financial knowledge.

With operations in various U.S. locations, including San Francisco and Miami, Surmount AI is positioned as a leader in the fintech industry, particularly in automated investment management.