Launch investment Ideas
to retail investors
Launch investment Ideas
to retail investors
Launch investment Ideas
to retail investors
Launch investment Ideas
to retail investors
Build a model portfolio for your retail following to invest alongside your hedge fund - growing both your retail base and your fund
Build a model portfolio for your retail following to invest alongside your hedge fund - growing both your retail base and your fund
Build a model portfolio for your retail following to invest alongside your hedge fund - growing both your retail base and your fund
Full-service
Low friction, low fees
Quantbase handles all client account matters.
Focus on your strategy, not the operational details.
Compliance, account maintenance, reporting, and statements, handled for you.
Separately managed account (SMA) structure.
Fraction of the cost of Fidelity and Vanguard.
White-labeled experience
Bring your entire audience along
Your firm gets a custom landing page for your strategies, for your audience to begin their journey alongside you. For accredited and qualified clients, we route them to your firm's website.
Partnership announcement
Give your retail following a fully-managed experience
From your dashboard, you can manage fees, branding, and client communication while earning recurring revenue from a new income stream.
Modern client experience
Fully compliant, modern experience
Investors in your strategy have full brokerage-like functionality*: transfer funds, dashboard of holdings and performance, statements, and tax documents. Our feature-rich experience keeps investors engaged and invested for the long-term.
Quantbase has a fiduciary duty to our clients.
Clients undergo a risk assessment and suitability quiz before investment access.
FDIC-insured cash, SIPC-insured securities.
Partner strategies
A few portfolios from partners we've made investable on Quantbase
Frequently asked questions
Frequently asked questions
Frequently asked questions
Frequently asked questions
How does Quantbase work?
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 much does Quantbase cost?
How will my audience experience Quantbase?
How will my audience experience Quantbase?
How will my audience experience Quantbase?
How will my audience experience Quantbase?
How will my audience experience Quantbase?
Do I need to be a registered advisor?
Do I need to be a registered advisor?
Do I need to be a registered advisor?
Do I need to be a registered advisor?
Do I need to be a registered advisor?
Is Quantbase a fund manager?
Is Quantbase a fund manager?
Is Quantbase a fund manager?
Is Quantbase a fund manager?
Is Quantbase a fund manager?
Launch data-driven portfolios
to retail investors
Launch data-driven portfolios
to retail investors
Launch a portfolio without hassle
Launch data-driven portfolios
to retail investors
Launch a portfolio without hassle
Launch data-driven portfolios
to retail investors
Launch a portfolio without hassle
Useful Links
Other Resources
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
Useful Links
Other Resources
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
Useful Links
Other Resources
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
Useful Links
Other Resources
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
Useful Links
Other Resources
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