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SAM

SAM

San Francisco

2022

Enterprise Software

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SAM is an AI-powered tax, advisory, and financial intelligence OS platform transforming how CPA, RIA, insurance, and legal firms operate and scale. Built as a unified operating system, SAM combines real-time IRS and financial data feeds, automated tax preparation, predictive planning, advisory algorithms, and workflow orchestration into one cloud platform. Firms use SAM to transition from transactional tax preparation to high-margin, recurring advisory revenue—reducing labor costs, improving accuracy, and unlocking scalable growth.

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Last round details

Name
Dec 2024
Date
Total Funding
$2.73
Issue Price
$125.2M
Valuation
Private SPV
Investors
* The information contained herein is provided for informational and educational purposes only. Unless expressly stated otherwise, Augment Markets, Inc. (and its affiliates) and the companies listed on this page are not affiliated, and reference to any company should not imply sponsorship or endorsement. Nothing related to the information should be construed as a solicitation, offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. The material is based in part on information from third-party sources that we believe to be reliable, but which have not been independently verified by us and for this reason we do not represent that the information is accurate or complete. The information should not be taken as tax, investment, legal or other advice. Past performance is not indicative of future results. You should obtain relevant and specific professional advice before making any investment decision. Any Trademarks are the property of their respective owners.

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