Surmount.ai: Intelligent, Automated Investing for Everyone

Surmount.ai is a cutting-edge AI-powered investment management platform designed to empower investors of all levels—especially Millennials and Gen Z—with personalized, data-driven portfolios and algorithmic trading tools. Built by Surmount Inc., the platform combines expert-curated strategies with user-created ideas, enabling seamless automation, real-time market analysis, and diversified investing across stocks, ETFs, crypto, options, fixed income, and alternative assets like real estate and green tech. Its intuitive interface makes it accessible even to beginners, while advanced features like backtesting, automated rebalancing, tax-loss harvesting, and dollar-cost averaging help reduce emotional bias and optimize performance. With a vibrant marketplace for sharing and monetizing strategies, and integration with top U.S. brokers via bank-level security, Surmount.ai democratizes algorithmic investing and offers white-label solutions for financial advisors and fintechs.

Key Features:

• AI-Powered Investment Strategies: Data-driven, personalized portfolios created by professional investors and AI.
• Custom Strategy Builder: Design and implement tailored investment strategies without coding.
• Automated Order Execution & Position Management: Execute trades and manage positions automatically.
• Tax-Loss Harvesting: Automatically optimize portfolios to minimize tax liability.
• Real-Time Market Analysis: Leverage AI-driven insights and sentiment analysis for smarter decisions.
• Backtesting Tools: Test strategies using historical data to refine performance before deployment.
• Diversified Asset Exposure: Access to stocks, ETFs, options, crypto, fixed income, and alternative markets (e.g., real estate, green tech).
• Prebuilt & Custom Portfolios: Choose from expert-curated strategies or build your own.
• Strategy Marketplace: Share, discover, and implement user-created trading strategies.
• ETF Builder: Customize and optimize ETF portfolios based on personal financial goals.
• Transparent Track Records: Clear performance data with detailed rationale for each strategy.
• Integration with Top U.S. Brokers: Connect to Robinhood, Alpaca, Webull, Interactive Brokers, Fidelity, TradeStation, Tradier, Coinbase, and Kraken securely.
• White-Label Solutions: Enable financial advisors and fintechs to launch automated investing services without building infrastructure.
• Automated Dollar-Cost Averaging: Systematically invest over time to reduce market timing risk.
• Factor-Based Investing: Use proven investment factors to guide portfolio construction.
• User-Friendly Interface: Accessible design for beginners and advanced users alike.
• Educational Resources: Guides and content on algorithmic trading, automated investing, and financial literacy.
• Referral Program: Earn 15% of referred friends’ trading fees.

Pricing: Surmount.ai offers a freemium model with three subscription tiers: Core ($5/month), Plus ($10/month), and Pro ($30/month). All paid plans auto-renew unless canceled, and the Core plan includes free access to basic features like automated account linking, expert-curated strategies, and personalized recommendations. The Pro plan unlocks full strategy creation, advanced analytics, and monetization capabilities.

Conclusion: Surmount.ai is a transformative, user-friendly AI investment platform that brings professional-grade algorithmic investing to everyday users, combining automation, transparency, and innovation to help individuals build smarter, more resilient portfolios with confidence.