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Surmount Logo
Surmount Growth Score
54
CB Rank
44190
Heat Score
66
Simple, personalized investment management
Founded
obfuscation
PrivateSeed San Francisco, California, United States1-10 surmount.ai
FinTech
Machine Learning
Software
Trading Platform
Overview

Surmount
Total Funding
obfuscation
Growth Score
54
Heat Score
66

Total Funding
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Seed raised
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Growth Score54
-10 pts
in past quarter
Heat Score 66
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Surmount

CB Rank
44190
Simple, personalized investment management
Founded
obfuscation
PrivateSeed San Francisco, California, United States1-10 surmount.ai
FinTech
Machine Learning
Software
Trading Platform

Funding Rounds

Seed
OBF
in
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Pre-Seed
OBF
in
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Key People

Details

Legal Name Surmount AI Inc
Also Known As Surmount, Surmount AI
Operating Status Active
Company Type For Profit
About the Company
Surmount provides investment management infrastructure to fintechs and advisors
Phone Number 929-682-1617
Contact Email hello@surmount.ai
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personalized Investment Management
Automates portfolio management using data-driven strategies created by professionals and AI, tailored to individual investor preferences.
AI Agents
Artificial intelligence agents that automate portfolio management tasks and analyze investment portfolios using extensive data points.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
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Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
Techstars Logo
Techstars
Yes
Pre Seed Round - Surmount Logo
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Techstars
Yes
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Techstars
Yes
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Techstars
Yes
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Techstars Logo
Techstars
Yes
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Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 5

Employee Profiles

News

News and Press

News•Feb 5, 2026
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News•Dec 9, 2025
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News•Aug 11, 2025
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News•Dec 2, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

7,941
55.92%
 in past month

IT Spend

$385.8KThis year, Surmount is projected to spend $385.8K on IT, according to Aberdeen.

Active Website Tech Count

23Surmount is actively using 23 technologies for its website, according to BuiltWith. These include Mobile Non Scaleable Content, nginx, and  HSTS IncludeSubdomains PreLoad.
Sub-Organizations
Frequently Asked Questions

Where is Surmount's headquarters? Surmount is located in San Francisco, California, United States.Who invested in Surmount? Surmount is funded by Techstars.When was the last funding round for Surmount? Surmount closed its last funding round on
obfuscation
from a Seed round.Who are Surmount's competitors? Alternatives and possible competitors to Surmount may include Betterment, Acorns, and  SoFi.How much funding has Surmount raised to date? Surmount has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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