SAM Technology and GuardHill Financial to Launch Lending Intelligence™ Platform

Strategic collaboration integrates lending into SAM’s Capital Intelligence ecosystem to proactive identify and execute liquidity opportunities.

SAM Technology, Inc. (“SAM”), the pioneer in Capital Intelligence, today announced a strategic collaboration with New York-based GuardHill Financial to advance its lending vertical. The initiative marks the official launch of Lending Intelligence, a dedicated vertical within the broader SAM platform designed to integrate lending opportunity detection, structuring, and execution into a unified, data-driven workflow.

Lending Intelligence is engineered to operate upstream of traditional lending processes, identifying opportunities before they reach the market. By leveraging real-time financial data, tax positioning, and liquidity insights, the platform enables precise decision-making across origination, refinancing, and credit optimization for high-net-worth clients and their advisors.

“We believe lending is too often treated as a standalone transaction rather than a coordinated financial decision,” said Mark Kubinski, Founder and Executive Chairman of SAM Technology. “By integrating lending into the Capital Intelligence layer, we are enabling advisors to proactively identify liquidity opportunities and coordinate decisions across tax, real estate, and investment strategies.”

The collaboration reflects a shared objective of connecting advisory-driven capital insights with lending execution at scale. SAM and GuardHill have already initiated alignment across select markets.

“Integrating real-time financial intelligence into the lending process allows opportunities to be
identified earlier and structured more effectively,” added Valerie Feder, SVP Guardhill Financial. “This ultimately improves outcomes for both clients and advisors by providing a more holistic view of the capital stack.”

As part of the planned structure, the Lending Intelligence vertical is expected to be established. This launch follows a consistent model for our ecosystem strategy: combining SAM’s proprietary decision intelligence and data infrastructure with best-in-class execution. As we advance from platform development to ecosystem activation, the lending market remains a foundational component of our vision to serve as the central intelligence layer across capital markets.

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