Surmount
AcquiredAutomated Investing, Backed by Expert Strategy and Data
Havre de Grace, United States · Founded 2022 · $213.0M raised
- 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
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 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
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Funding History
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Jan 2025
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Series A through Series C — per-round amounts, valuations, and who invested in each round.
Investors
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