What is Surmount AI?
Surmount is an AI tool software that allows users to connect and manage all of their investment accounts in one place. It provides the ability to automate investments with pre-built strategies, view historical data for performance evaluation, and deploy strategies into existing accounts with ease. Users can also turn their own ideas into automated investing strategies using AI text-to-code functionality.
Key Features:
- Account Integration: Easily link equities, crypto, and forex investment accounts in one platform.
- Automated Investing: Access pre-built investment strategies with genuine track records and automate investments.
- Historical Data Analysis: View comprehensive historical data for performance evaluation, holdings, and risk level assessment.
- Strategy Deployment: Deploy automated investing strategies into existing accounts with just 3 clicks.
- Idea Implementation: Turn personal investment ideas into potential profit by building them into genuine automated investing strategies using AI text-to-code functionality.
Use Cases:
1. Individual Investors: Surmount provides a platform for individual investors to easily manage and automate their diverse investment portfolios across different asset classes such as equities, crypto, and forex.
2. Institutional Investors: Surmount offers institutional investors the opportunity to access retail trading strategies that have traditionally only been available for quantitative funds. They can evaluate pre-built strategies and potentially disrupt the market.
3. Trading Community Collaboration: Surmount's marketplace approach allows users to not only create unique trading strategies but also share them with others in the community. This fosters collaboration among investors who can help each other put these strategies into action.
4. Modern Day Investors: Surmount caters to modern day investors who seek smarter ways of investing by leveraging advanced technology tools like AI-powered automation and data analysis.
Overall, Surmount aims to democratize investing and algo-trading by providing a user-friendly platform that empowers both individual and institutional investors alike.
More information on Surmount AI
Launched
2023
Pricing Model
Free Trial
Starting Price
Global Rank
1977751
Follow
Month Visit
10K
Tech used
Amazon AWS CloudFront,Next.js,HTTP/3,Webpack,Amazon AWS S3
Top 5 Countries
66.62%
16.11%
9.77%
4.32%
3.17%
United States
India
Canada
United Kingdom
Indonesia
Traffic Sources
12.5%
1.35%
0.08%
6.29%
26.36%
53.37%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 24, 2025)
Surmount AI was manually vetted by our editorial team and was first featured on 2023-09-30.
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