Surmount
Techstars '22Havre de Grace, US · Founded 2020 · 17 employees on LinkedIn · 2 known investors
Find your way into Surmount
Surmount is a platform that allows retail investors to create and execute automated investment strategies using AI-powered portfolio management. The platform offers pre-built strategies and enables users to build custom strategies without coding, targeting everyday investors who seek professional-grade investment tools.
Founders & leadership
Surmount was founded in 2020 by Logan.
L
Logan
Investors · 2
Competitors · 7
by search overlap
SmartAsset296 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Interactive Strength Acquires Ergatta279 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
Corporatefinanceinstitute155 shared keywordsCorporate Finance Institute offers an online specialization program teaching finance professionals how to integrate environmental, social, and governance (ESG) factors into financial analysis, valuation, and investment decision-making. The program covers ESG frameworks, sustainability integration, greenhouse gas accounting, and climate risk management across eight core courses.
Prior Finance154 shared keywordsPrior Finance operates a digital financial services platform offering personal loans, student loans, home loans, deposit accounts, credit cards, and investment tools through an integrated mobile application, serving both individual members and enterprise partners seeking lending solutions and technology infrastructure.
Kiplinger154 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
Seeking Alpha150 shared keywordsSeeking Alpha is a financial research platform offering stock analysis, market news, investment ideas, and quantitative ratings across asset classes, drawing on a large community of contributing analysts. It serves individual and professional investors seeking research and data-driven insight on stocks and markets.
Vanguard130 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
Companies competing with Surmount for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Surmount do?
- Surmount is a platform that allows retail investors to create and execute automated investment strategies using AI-powered portfolio management. The platform offers pre-built strategies and enables users to build custom strategies without coding, targeting everyday investors who seek professional-grade investment tools.
- Who founded Surmount?
- Surmount was founded by Logan in 2020.
- Who are Surmount's investors?
- Surmount's investors include Techstars, Oasis Capital.
- Where is Surmount headquartered?
- Surmount is headquartered in Havre de Grace, US.