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Surmount
Surmount offers AI-powered, data-driven investment management that automates portfolio construction and ongoing order execution for individual investors. The platform uses machine learning and…
Surmount
Surmount offers AI-powered, data-driven investment management that automates portfolio construction and ongoing order execution for individual investors. The platform uses machine learning and…
TL;DR
Headquarters: San Francisco, California, United States
Founded: 2020
Product: AI-augmented automated investing platform that connects to users' brokerage accounts
Regulatory: Investment-advisory activities operate through Quantbase LLC, an SEC-registered investment adviser
Funding: At least two rounds (Pre-Seed Feb 2022, Seed Sep 2023); total disclosed funding $1,250,000 USD
Company Overview
Problem Domain
Retail investment management / automated investing / fintech
Founded
2020
Industry
Financial technology
Funding Track Record
Founders
What we do
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