Surmount is a financial technology startup specializing in AI-driven investment management solutions. Founded in 2020, the company aims to democratize access to sophisticated investment strategies, enabling individual investors to automate and personalize their portfolios. Surmount is recognized as one of the AI Hot 100 startups featured by The AI Furnace.
What does Surmount do?
Surmount offers a platform that allows investors to create, automate, and manage personalized investment strategies without requiring coding skills. By integrating with various brokers, Surmount provides tools for portfolio management, strategy development, and automated trading execution, catering to both novice and experienced investors.
Key Capabilities
- Automated Investment Strategies: Users can develop and implement investment strategies using a no-code interface, facilitating the creation of personalized portfolios.
- Broker Integration: The platform supports connections with multiple U.S. brokers, enabling seamless management of diverse investment accounts.
- AI-Driven Insights: Surmount leverages artificial intelligence to provide data-driven recommendations and automate trading decisions, enhancing investment efficiency.
- Pre-Built Strategies: Investors have access to a library of pre-built, back-tested strategies, allowing for quick deployment and customization.
- Comprehensive Data Access: The platform incorporates macroeconomic, microeconomic, and alternative data, empowering users to build robust investment strategies.
- Strategy Testing and Optimization: Surmount offers tools to test strategies across various timeframes and scenarios, providing insights for optimization.
- User-Friendly Interface: Designed for ease of use, Surmount’s interface caters to both beginners and experienced traders, simplifying the investment process.
Why it stands out
Surmount distinguishes itself by offering a comprehensive, AI-powered investment management platform that combines strategy development, automation, and broker integration in a single solution. Its commitment to accessibility through no-code interfaces and extensive data integration sets it apart in the fintech landscape.
Quick Facts
- Founded: 2020
- Headquarters: New York, USA
- Website: surmount.ai
- LinkedIn: Surmount Invest
Surmount’s innovative approach to investment management offers a powerful tool for investors seeking to leverage AI and automation in their financial strategies.
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