Why Young Investors Are Letting AI Manage Their $150M Portfolio | Logan Weaver E21

Entrepreneur in Action with Michael Trenz

Logan Weaver, the 25-year-old founder of Surmount AI, reveals how his college trading strategies evolved into a $150M automated investment platform. From spotting Wall Street's blind spots to building an AI-powered solution, Logan shares the unconventional path that led to Surmount's success. Beyond the platform's innovative features and transparent pricing, he discusses how his background in poker, wrestling, and pattern recognition shaped his approach to finance.

Logan opens up about the real cost of building a startup, including his unique ways of staying focused - from eating steak every day to playing cards with his grandmother. Get an inside look at how this young founder is reimagining investment management while staying true to his methodical, disciplined approach to life and business.

00:00 Intro 01:05 Introduction to Surmount AI 04:14 The Unique Value Proposition of Surmount AI 07:07 Transparent Pricing and Fee Structure 09:39 Thematic Investing and Customization 12:32 AI-Driven Investment Management 15:07 Tax Management and Harvesting Strategies 17:44 Building Relationships with Brokers 20:15 User Experience and Accessibility 23:19 The Evolution of Surmount AI 42:38 Future of Investment Management 44:16 Understanding Customer Needs and Iteration 46:28 Vision for the Future of Surmount 49:37 Challenges Faced and Overcoming Capital Efficiency 52:38 Insights from the Techstars Experience 56:15 Learning from Other Entrepreneurs 59:29 Authenticity in Marketing and Sales 1:02:43 Maintaining Energy and Health 1:02:43 Family Values and Personal Life 1:21:47 Connecting Through Nature and Family 1:28:00 Passions and Hobbies: Poker and Wrestling 1:31:51 Investing Insights: The Intersection of Poker and Business 1:34:27 Investment Strategies: Getting Started 1:36:42 Fitness and Family Investments 1:39:19 Travel Aspirations and Personal Growth