Surmount
AcquiredAutomated Investing, Backed by Expert Strategy and Data
Surmount was founded in 2022, is headquartered in Havre de Grace, United States, lists 1–10 employees, and has $213.0M in recorded funding across 2 rounds.
- Headquarters
- Havre de Grace, Maryland
- Employees
- 1–10
- Founded
- 2022
- Business Model
- SaaS
- Website
- surmount.ai
- Total Funding
- $213.0M
- Last Round
- $150.0M Series CJan 2025
- Rounds
- 2
- Acquisition Date
- Dec 2024
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 3 investors for this company. The full record is or through the API.
About
Surmount is an automated investing platform that enables self-directed investors to build, backtest, and deploy data-driven algorithmic investment strategies without coding. The platform offers 100+ expert-built and AI-generated portfolios, integrates with major U.S. brokerages via Alpaca Securities, and targets retail investors seeking systematic alternatives to manual stock-picking. Its subsidiary Quantbase LLC is an SEC-registered investment adviser. The company was backed by Techstars in 2022.
Summary
Surmount is an Artificial Intelligence company based in Havre de Grace, United States, founded in 2022. It lists 1–10 employees. It has raised $213.0M in total across 2 rounds, most recently a $150.0M Series C round in Jan 2025. Investors include General Catalyst, Atomico and Four Rivers Group.
Tech & App Stack
5 technologies & apps tracked
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Funding & Exit History
Jan 2025
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Funding: Series A through Series C. Amounts, valuations, and investors where available.
Investors
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