Is Surmount a broker or an investment advisor?

Surmount is not a broker; it does not hold your funds. It is a technology platform and a registered investment adviser (through its subsidiary Quantbase, LLC) that connects to your existing brokerage account via API.

Which brokers can I connect to Surmount?

Surmount currently supports connections with Alpaca, Robinhood, Interactive Brokers, Webull, Coinbase, and Kraken, among others.

Do I need coding skills to create a strategy?

No. Surmount's 'Promptfolio' tool allows you to build complex, data-driven investment strategies using natural language descriptions.

How does the pricing differ from traditional robo-advisors?

Traditional robo-advisors often charge a percentage of your total assets (AUM fee). Surmount charges a flat monthly subscription fee, which can be more cost-effective as your portfolio grows.

Can I earn money through Surmount?

Yes, on the Pro plan, users can share their custom-built strategies in the marketplace and potentially monetize them when others use them.

Is it safe to connect my brokerage account?

Surmount uses bank-level security and read/write API access that allows it to execute trades but not withdraw funds. You can revoke access at any time.

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Investment research

Freemium

Surmount

Automate your investments with AI-driven strategies. Connect your existing broker and run quant-grade models or build custom strategies using natural language—no coding required.

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Rating

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4 months ago

Listed

Investment research

Automated trading

Algorithmic trading

Portfolio management

Fintech

AI agents

Wealth management

Stock market

Crypto trading

Tool information

Provider

Surmount AI

Platforms

Web

iOS

Android

Languages

English

Added to directory

4 months ago

Last updated

3 days ago

Rating

Not available

Pricing

Freemium

About Surmount

What the tool does and who it's for

Surmount is an automated investment platform designed to bridge the gap between retail investors and professional-grade quantitative strategies. It acts as a smart strategy layer that connects to existing brokerage accounts—such as Robinhood, Interactive Brokers, and Alpaca—to execute trades automatically based on data-driven models. Users can choose from a marketplace of pre-built strategies created by quants, or utilize the platform's 'Promptfolio' AI to build custom strategies using natural language without needing to write code. The platform emphasizes transparency by providing verified track records for strategies and eliminates the common percentage-based 'Assets Under Management' (AUM) fees in favor of a flat monthly subscription model.

Key capabilities

Broker Integration: Connects seamlessly with Robinhood, Alpaca, Interactive Brokers, Webull, and Coinbase.

Promptfolio: AI-powered strategy builder that turns plain-English descriptions into executable trading logic.

Strategy Marketplace: Access and deploy strategies created by professional quants with verified historical performance.

Automated Execution: Hands-free trade execution based on your selected strategy logic across multiple asset classes.

AI Analyst: Agents that analyze portfolios and recent news articles to provide data-driven insights.

Custom Backtesting: Test any investment idea against 20,000+ data points before deploying live capital.

Flat-Fee Pricing: Eliminates AUM-based fees, ensuring costs don't scale with your portfolio growth.

Multi-Asset Support: Capability to trade stocks, ETFs, crypto, and advanced assets like options.

Pricing

Freemium — plans below

Free

Create an account
View marketplace strategies
Basic market insights

Core

$5/month

Connect and automate external accounts
Prebuilt strategies curated by experts
Personalized investment recommendations

Plus

Pro

$30/month

Everything in Plus
Full access to strategy creation tools
Access to 20,000+ datapoints
Share and monetize strategies
Fixed income and alternative markets

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