Surmount

Surmount is an investment platform that offers personalized portfolio management using AI and professional strategies. It allows users to outline investment objectives, set investment amounts and frequency, and then automates order execution, position management, tax harvesting, and defensive measures. The platform provides access to over 150 prebuilt strategies, but also enables users to create custom strategies without coding. Surmount integrates with major US brokers via bank-level security. It is designed for both individual and institutional investors, aiming to democratize access to tools previously available only to hedge funds and family offices.