Founded in 2008 and based in Munich, SAM – Smart Asset Management Service GmbH is a BaFin-licensed securities institution that acts as a service provider for independent asset managers, financial advisors, and other financial service institutions. The company's core business is providing a "Haftungsdach" (liability umbrella), which allows tied agents to operate under SAM's license, and offering comprehensive outsourcing solutions for middle and back-office functions. These services include client and depot administration, reporting, fee accounting, and order routing, enabling their partners to focus on client acquisition and advisory while ensuring regulatory compliance.

Founded in

Germany