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Invest in data-driven portfolios

Invest in data-driven portfolios

Invest with expert-built portfolios with specific investment objectives.

No jargon, no hidden fees—just transparent, intelligent investing.

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Invest in data-driven portfolios

Invest with expert-built portfolios with specific investment objectives.

No jargon, no hidden fees—just transparent, intelligent investing.

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Invest in data-driven portfolios

Invest with expert-built portfolios with specific investment objectives.

No jargon, no hidden fees—just transparent, intelligent investing.

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How it works

How it works

How it works

How it works

Investment management has never been so painless

Investment management has never been so painless

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01

01

01

01

Set your preferences

Set your preferences

Outline your investment approach, goals, and financial situation to find strategies that align

Outline your investment approach, goals, and financial situation to find strategies that align

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02

02

02

02

Find portfolios

Find portfolios

You browse and select what could be a good fit for you based on thesis & holdings

You browse and select what could be a good fit for you based on thesis & holdings

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03

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Invest

Invest

Invest with a portfolio of strategies that manage positions, rebalancing, and defensive measures

Invest with a portfolio of strategies that manage positions, rebalancing, and defensive measures

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Built by investors,
for investors

Built by investors,
for investors

Built by investors,
for investors

Built by investors,
for investors

We're a team of engineers and investors who have built and invested in quantitative trading strategies for almost a decade. We're passionate about making data-driven investing accessible to everyone, so we put our money where our mouth is and built the first platform for simple, data-driven investment management.

We're a team of engineers and investors who have built and invested in quantitative trading strategies for almost a decade. We're passionate about making data-driven investing accessible to everyone, so we put our money where our mouth is and built the first platform for simple, data-driven investment management.

We're a team of engineers and investors who have built and invested in quantitative trading strategies for almost a decade. We're passionate about making data-driven investing accessible to everyone, so we put our money where our mouth is and built the first platform for simple, data-driven investment management.

Our Clients Experience

Our Clients Experience

Our Clients Experience

Our Clients Experience

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Start investing with
data-driven portfolios

Start investing with
data-driven portfolios

Start investing with
data-driven portfolios

Start investing with
data-driven portfolios

Frequently asked questions

Frequently asked questions

Frequently asked questions

Frequently asked questions

What is Quantbase

What is Quantbase

What is Quantbase

What is Quantbase

How does Quantbase work?

How does Quantbase work?

How does Quantbase work?

How does Quantbase work?

How much does Quantbase cost?

How much does Quantbase cost?

How much does Quantbase cost?

How much does Quantbase cost?

How do you handle security?

How do you handle security?

How do you handle security?

How do you handle security?

Where is my capital held?

Where is my capital held?

Where is my capital held?

Where is my capital held?

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Start investing with
data-driven portfolios

Start investing with
data-driven portfolios

Create an account in 5 minutes.

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Start investing with
data-driven portfolios

Create an account in 5 minutes.

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Start investing with
data-driven portfolios

Create an account in 5 minutes.

Quantbase, LLC ("Quantbase"), a wholly-owned subsidiary of Surmount AI Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”).

By using this website, you accept our Terms of Use and Privacy Policy. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, may not reflect future performance.

Account holdings are for illustrative purposes only and are not investment recommendations.


The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase's Program Brochure for more information. Certain investments are not suitable for all investors.

Before investing, consider your investment objectives and Quantbase’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.

Brokerage services are provided to Quantbase Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.


† Quantbase is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
* These are not, nor intended to be, a testimonial or endorsement of Quantbase's services.


© 2025 Quantbase, LLC. All rights reserved.
© 2025 Surmount AI Inc. All rights reserved.
Copyright © 2025 Quantbase

Quantbase, LLC ("Quantbase"), a wholly-owned subsidiary of Surmount AI Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”).

By using this website, you accept our Terms of Use and Privacy Policy. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, may not reflect future performance.

Account holdings are for illustrative purposes only and are not investment recommendations.


The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase's Program Brochure for more information. Certain investments are not suitable for all investors.

Before investing, consider your investment objectives and Quantbase’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.

Brokerage services are provided to Quantbase Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.


† Quantbase is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
* These are not, nor intended to be, a testimonial or endorsement of Quantbase's services.


© 2025 Quantbase, LLC. All rights reserved.
© 2025 Surmount AI Inc. All rights reserved.
Copyright © 2025 Quantbase

Quantbase, LLC ("Quantbase"), a wholly-owned subsidiary of Surmount AI Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”).

By using this website, you accept our Terms of Use and Privacy Policy. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, may not reflect future performance.

Account holdings are for illustrative purposes only and are not investment recommendations.


The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase's Program Brochure for more information. Certain investments are not suitable for all investors.

Before investing, consider your investment objectives and Quantbase’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.

Brokerage services are provided to Quantbase Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.


† Quantbase is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
* These are not, nor intended to be, a testimonial or endorsement of Quantbase's services.


© 2025 Quantbase, LLC. All rights reserved.
© 2025 Surmount AI Inc. All rights reserved.
Copyright © 2025 Quantbase

Quantbase, LLC ("Quantbase"), a wholly-owned subsidiary of Surmount AI Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”).

By using this website, you accept our Terms of Use and Privacy Policy. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, may not reflect future performance.

Account holdings are for illustrative purposes only and are not investment recommendations.


The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase's Program Brochure for more information. Certain investments are not suitable for all investors.

Before investing, consider your investment objectives and Quantbase’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.

Brokerage services are provided to Quantbase Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.


† Quantbase is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
* These are not, nor intended to be, a testimonial or endorsement of Quantbase's services.


© 2025 Quantbase, LLC. All rights reserved.
© 2025 Surmount AI Inc. All rights reserved.
Copyright © 2025 Quantbase

Quantbase, LLC ("Quantbase"), a wholly-owned subsidiary of Surmount AI Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”).

By using this website, you accept our Terms of Use and Privacy Policy. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, may not reflect future performance.

Account holdings are for illustrative purposes only and are not investment recommendations.


The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase's Program Brochure for more information. Certain investments are not suitable for all investors.

Before investing, consider your investment objectives and Quantbase’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.

Brokerage services are provided to Quantbase Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.


† Quantbase is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
* These are not, nor intended to be, a testimonial or endorsement of Quantbase's services.


© 2025 Quantbase, LLC. All rights reserved.
© 2025 Surmount AI Inc. All rights reserved.
Copyright © 2025 Quantbase