Surmount AI

Trading has become a buzzword for investors, allowing them to choose from various investment options and enjoy long-term and short-term gains. However, majority of them face losses more sharply than gains because of involving emotions while formulating trading strategies or making investment decisions.

“We help investors take emotions out of trading and leverage statistically proven, back-tested, and process automated strategies while building their investment portfolios. This helps them make robust investment decisions that provide higher returns,” says Logan Weaver, founder and CEO of Surmount AI, a one-of-a-kind online trading platform.

On a mission to redefine how individuals approach financial markets, Surmount AI houses a team of experienced and dedicated developers, data scientists, and quantitative analysts for traders can invest hassle-free. It acts as a bridge for traders, regardless of their account size or level of experience, to connect their existing portfolios—equities, crypto, and Forex—to its eponymous platform. The platform deploys automation strategies that are AI-driven, rule-based, or copy-trading to help clients perform automated investing and excel as successful traders.

Surmount AI simplifies investments by managing data, configuring strategies, and broker connection. Traders can quickly connect with diverse brokers from its repository, link assets of their choice, and leverage automation strategies to enable hassle-free investments.

Surmount AI allows clients to create their investment strategies or choose from existing strategies, which have been back-tested and have performed fruitfully in past scenarios.It has captured many macroeconomic, microeconomic, and alternative data to power those strategies and ensure their robustness.

To democratize strategy development, Surmount AI offers its code, low-code, and no-code interfaces. Traders with market thesis can use AI or pre-built templates to create their strategies through the low-code and no-code interfaces. Python-savvy traders can utilize its code platform with a web-based Python IDE to build their strategies and utilize it in their portfolios. Strategy creators can also use the platform to monetize their trading strategies to other investors.

“Our strategies are broker-agnostic. Traders can connect them to any of their portfolios, and the strategies will function efficiently, eliminating the need to create broker-specific pipelines,” mentions Weaver.

Differentiating Surmount AI is its one-stop shop approach and a mindset for constant evolution. It offers strategy formulation, broker connections, and automation, all under one roof, and top-notch security measures to make trading seamless and risk-free for clients. It is also bringing alive a new feature where traders can create their own Surmount AI accounts to perform their trading activities more efficiently.

Surmount AI believes that ‘if your financial platform loses people’s money even once, it can erode their trust and confidence permanently.’ To that end, it includes industry-standard AES 256-level encryption— used by banks and the military—to encrypt data. It monitors its ETL data pipelines weekly to ensure they are clean, properly captured and stored, and correctly encrypted and decrypted.

“We are overwhelmed when we see trading firms and family offices trusting us and scaling up their trading operations through our platform. This motivates us to make the platform more intuitive and provide them with more positive investment experiences,” shares Weaver