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Surmount AI

AI-driven investment management platform that empowers users to automate portfolio strategies with no-code, low-code, and full-code tools. Acquired Quantbase (Y Combinator-backed) in March 2025. Techstars 2022 alum. 10,000+ monthly active users.

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Overview

Founded
2020

Products & Services

Core Plan

platform

Basic automated investing with prebuilt strategies and personalized recommendations

$5 / month
  • Connect external accounts
  • Prebuilt expert strategies
  • Personalized recommendations
Learn more

Plus Plan

platform

AI advisor, custom strategies, advanced research, crypto and options

$10 / month
  • Personalized AI advisor
  • Custom strategies
  • Advanced market research
  • Crypto and options
Learn more

Pro Plan

platform

Full strategy creation tools, 20,000+ datapoints, monetize strategies, all asset classes

$30 / month
  • Full strategy creation
  • 20,000+ datapoints
  • Share and monetize strategies
  • Fixed income and alternatives
Learn more

Platform Details

Type
Automated Investing

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