Surmount Wealth

surmountwealth.com

Surmount Wealth provides AI-driven embedded asset management infrastructure designed for financial advisors and wealth management firms. The platform enables seamless client onboarding, unified account management without ACAT transfers, and automated portfolio construction through smart personalization tools. It helps businesses deliver a modern, software-driven investment experience while reducing operational overhead.

LLM mention score The LLM mention score is the total number of mentions of this brand in different LLM chatbots, normalized to the scale from 0 to 100. You can get actual, non-normalized numbers via the LLM Mention API from DataForSEO.

Normalized 0–100 · last 8 weeks

DataForSEO API

Get LLM mention data of any company via DataForSEO API

Get access to the structured data on keyword, brand, and website mentions in LLMs, including metrics like AI search volume, impressions, and mentions count. 

How to get LLM mention data →
// Fetch Surmount Wealth mentions
POST v3/ai_optimization/llm_mentions/search/live
[
    {
        "target": [
            {
                "keyword": "Surmount Wealth",
                "search_scope": ["any"]
            }
        ],
        "platform": "chat_gpt",
        "order_by" : ["ai_search_volume,desc"]
    }
]