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Investment·Subscription-based·surmount.ai

Surmount

Surmount AI offers a comprehensive trading platform for retail and institutional investors, featuring data-driven strategies, automation, and community-driven strategy sharing.

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Risk Score
High
6/10

Independent assessment across data handling, compliance, security and transparency.

Risk factors

3
  • Offers trading strategies based on user data, potentially exposing sensitive financial information
  • No clear opt-out for training on user data
  • Cloud-based service with third-party data storage

Recommendations

4
  • Do not connect corporate brokerage accounts without legal review
  • Verify SEC/FINRA compliance for automated trading features
  • Restrict to personal use only; not approved for corporate finance
  • Review data security for brokerage credential storage

Data handling

Storage
Cloud-based with brokerage integrations
Retention
Not publicly documented
Training on inputs
Trading strategy data may be used for improvement