Manually managing and executing investment strategies across multiple accounts. It is catalogued under Business & Operations on PulseGate.

Who should use Surmount?

Surmount is a consumer product built for self-directed investors.

Yes — there is a free tier, with paid plans for advanced use.

Is Surmount still active?

Unverified. Surmount has not been re-checked since it entered the index, so there is no finding either way — and only a positive finding would say otherwise.

What are alternatives to Surmount?

Similar projects tracked by PulseGate include Answyr, ServiceTech COD Restriction by Category, and Olivi App.

Surmount is developed by Surmount Inc., based in the United States.

When did Surmount launch?

Surmount first shipped in 2022.

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Surmount

Name: Surmount
Author: Surmount Inc.

surmount.aiBusiness & Operations🇺🇸

Surmount provides an automated investing platform for self-directed investors. Users can select from data-driven strategies or build their own, which are then executed automatically across existing brokerage accounts or a Surmount account. The platform handles portfolio rebalancing, tax optimization, and performance tracking without requiring users to manage trades manually.

FreemiumWebCloud-managed

Visit surmount.ai

Overview

5 features

Surmount sits in PulseGate's Business & Operations category. Manually managing and executing investment strategies across multiple accounts. It is built as a consumer product for self-directed investors. A free plan is available. It runs on the web.

Behind Surmount is Surmount Inc., based in the United States, and it first shipped in 2022. Key capabilities include Automated Investing, Strategy Marketplace, and Broker Integrations.

Summary written by a language model from the project’s public pages.

Automated Investing
Strategy Marketplace
Broker Integrations
Portfolio Tracking
Data-Driven Decisions

Built with & integrations

Runs on

BrowserCloud-managed

Trust & compliance

Verified signals

HTTPSFree tier

Indexing history

What PulseGate has recorded for this listing

Indexed31 Jul · 01:03 UTC
Listing verified against its public source
Source: PulseGate · Open

Frequently asked questions about Surmount

What is Surmount?: Manually managing and executing investment strategies across multiple accounts. It is catalogued under Business & Operations on PulseGate.
Who should use Surmount?: Surmount is a consumer product built for self-directed investors.
Is Surmount free?: Yes — there is a free tier, with paid plans for advanced use.
What platforms does Surmount run on?: Surmount runs on the web.
Is Surmount still active?: Unverified. Surmount has not been re-checked since it entered the index, so there is no finding either way — and only a positive finding would say otherwise.
What are alternatives to Surmount?: Similar projects tracked by PulseGate include Answyr, ServiceTech COD Restriction by Category, and Olivi App.Answyr ServiceTech COD Restriction by Category Olivi App
Who makes Surmount?: Surmount is developed by Surmount Inc., based in the United States.
When did Surmount launch?: Surmount first shipped in 2022.

At a glance

Pricing: Freemium · pricing page detected · free tier
Platforms: Web
Languages: English
Built for: self-directed investors
Model: B2C
Solves: Manually managing and executing investment strategies across multiple accounts.

Developer

🇺🇸Surmount Inc.

Live coverage

Identity confidence: High · 87.8
Indexed: 31 Jul 2026
Lifecycle: Alive
Last seen: 31 Jul 2026

Identity audit (13)

Slug: surmount-automated-investing-platform-for-self-directed-in-surmount-ai
Lifecycle state recorded: 31 Jul 2026
Verification state: Indexed for public listing
Listing state: Listed: yes
Index status: Included in index
Latest evidence snapshot: 31 Jul 2026
Timeline basis: Indexed-at chronology. This listing's first-seen date was written by the catalog backfill, not observed here, so it is not treated as a sighting.
Name from: Derived from the project's own page and URL.
Category from: Assigned by a language model.
Summary from: Written by a language model from public pages.
Languages from: Detected by a language model, checked against the page's own declaration.
Last updated: 4 Aug 2026
Canonical URL: https://surmount.ai/

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