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Surmount AI

Surmount AI

AI-powered investment management tailored to your goals

About Surmount AI

Surmount AI offers personalized investment portfolios built by professionals and award-winning AI. Invest using data-driven strategies, automate portfolio management, and access professional tools designed for everyone. Connect your brokerage account securely and start building wealth with tailored investment solutions.

Core

$5 per month

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

$10 per month

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

$30 per month

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

Alternatives to consider

Community ratings & full list

Pricing summary

Starting from
5 USD per month

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