Surmount AI
AI-driven investment management designed for your financial goals
About Surmount AI
Surmount AI provides personalized investment portfolios crafted by professionals and advanced AI. Utilize data-driven strategies, automate portfolio management, and access professional-grade tools tailored for all investors. Securely connect your brokerage account and begin building wealth with customized investment solutions.
Pricing
Full pricing pageCore
Core plan includes Connect and automate external accounts, Prebuilt strategies curated by experts, Personalized investment recommendations
- Connect and automate external accounts
- Prebuilt strategies curated by experts
- Personalized investment recommendations
Plus
Everything in Core and… Personalized AI advisor, Custom strategies, Advanced market research, Crypto and options
- Everything in Core
- Personalized AI advisor
- Custom strategies
- Advanced market research
- Crypto and options
Pro
Everything in Plus and… Full access to strategy creation tools, Full access to 20,000+ datapoints, Share and monetize strategies, Fixed income and alternative markets
- Everything in Plus
- Full access to strategy creation tools
- Full access to 20,000+ datapoints
- Share and monetize strategies
- Fixed income and alternative markets
FAQ
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