Surmount

Surmount is an automated investing platform that lets self-directed investors run prebuilt or custom data-driven strategies, with trade execution and rebalancing, through accounts they already hold. No coding is needed.

Surmount is an automated investing platform aimed at self-directed investors who want rules-based, data-driven portfolios without writing code. Users pick from a library of prebuilt strategies or turn their own investment thesis into a custom automated portfolio, and the platform handles trade execution, position management and rebalancing on their behalf. The workflow is short. A user creates an account, browses the strategy catalog or builds a strategy of their own, then links it to an investment account. The site says connections work with nearly any account and use bank-level security, so money can stay at an existing broker rather than moving to a new custodian. Strategies can be tuned for different timeframes, aggression levels and objectives, and the platform tracks the resulting portfolios, including multi-asset ones. AI is used for strategy building, and built-in defensive measures are part of the position management layer. Surmount also runs a marketplace side: strategies created by other users are published for the community, so an investor can adopt someone else's approach instead of starting from a blank page. A markets research section, a documentation site, a blog and a calculator round out the surrounding material. The homepage presents pricing as transparent and says sign-up is free, though specific plan prices sit on a separate pricing page. In the wider field, Surmount sits between robo advisors, which usually offer a small set of preset portfolios with little room to customize, and hands-on algorithmic trading tools that expect programming skill. Its pitch is institutional-style quantitative methods packaged for individuals, with customization that robo advisors typically lack and no coding burden. Buyers should read the disclosures page carefully, since illustrative graphics on the site do not represent real performance, and some of the awards cited were paid for by the company, as the site itself states.