Surmount

Overview

Surmount is a financial technology company operating in the asset management sector[2]. The company provides infrastructure for investment management by building and operating asset-management systems on top of established brokerage and custody providers[2]. This infrastructure enables registered investment advisers (RIAs), fintechs, and platforms to offer automated portfolio management services to their users[2]. Advisory services provided through the platform are delivered by Quantbase LLC, an SEC-registered investment adviser[2]. The company was founded in 2020[2] and operates in the financial services industry[3]. As of available records, Surmount has approximately 17 employees[3].

Growth & traction

LinkedIn lists 17 people working at Surmount. [4]