Your Firm + Our Platform

AI-Powered Capital Intelligence with Integrated Tax Outsourcing for Financial Institutions and Wealth Management Firms.

SAM Technology combines tax outsourcing with an AI-native Capital Intelligence platform that connects household financial data, detects capital events, identifies actionable opportunities and helps firms grow revenue.

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Capital Intelligence™
SAM Prep™

From Data to Intelligence. From Intelligence to Action.

SAM connects financial information, identifies opportunities, models potential outcomes, and coordinates the next steps—all within one integrated capital intelligence ecosystem.

Intelligence That Moves Capital Forward. One platform. Connected intelligence. Coordinated execution.

SAM Capital Intelligence™

Turn Financial Complexity into Actionable Capital Opportunities

Market Intelligence

One platform. Four core markets.

All Market Capabilities

12 of 12 features displayed

✓ Included × Not Available at Same Scale as SAM
$33.2B CAPITAL UNDER
INTELLIGENCE (CUI)™
4 CORE MARKETS
1 UNIFIED PLATFORM
∞ CONNECTED OPPORTUNITIES

SAM Capital Intelligence™ connects financial data, complex ownership structures, and capital decisions to help institutions detect, model, and activate opportunities.