Surmount
Techstars '22Havre de Grace, US · Founded 2020 · 17 employees on LinkedIn · 2 known investors
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 · 5
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 provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
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.