Samslist

What Samslist does

Sam's List is a two-sided online marketplace directory that connects individuals and businesses with vetted financial professionals — accountants, bookkeepers, fractional CFOs, and financial advisors. Founded in 2024 by an individual named Sam after a personal experience struggling to find a trustworthy accountant, the platform targets founders and operators with $500K–$50M in revenue, high-net-worth individuals earning $300K+ W2, PE/VC/real estate investors, and growing businesses ($1M–$20M revenue) needing fractional finance leadership. The platform is organized around five primary segments spanning business operations, personal wealth, estate planning, and life-event windfalls, and explicitly differentiates by publishing positive and critical reviews and by refusing referral commissions on the professional side.

The core product is a web-based directory and matching platform built on the low-code Bubble.io stack, comprising four offerings: a searchable, filterable directory of 600+ vetted professionals; a 60-second matching quiz that routes users based on situation and priorities; an authenticated review system allowing users to write and read both favorable and unfavorable feedback in roughly 60 seconds; and a self-serve application portal where financial professionals list their practices. A complementary RSU Tax Calculator extends the platform into tax-planning utilities for equity-compensated high earners, and supporting educational content (glossary, FAQ, blog) drives top-of-funnel SEO. The platform vets professionals before listing and surfaces verification badges, with distribution entirely self-serve — no sales motion, no app, no disclosed API or SDK, and no third-party integrations.

The company operates a freemium, two-sided revenue model: financial professionals list for free, with an opt-in paid program for enhanced visibility and lead generation, while end-user access remains free. The platform reports 200,000+ users, 600+ vetted professionals, 1,000+ reviews, and approximately 15,000 monthly visitors. Operating geography is listed as both United States and International, with several advisors explicitly serving expatriate or cross-border clients. Sam's List is privately held, has not disclosed external funding, partnerships, or M&A activity, and operates with 1–10 employees under explicit bootstrapped conditions.

Name

Samslist

Legal name

Sam's List

Website

https://samslist.co

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Financial Professional Marketplace

NAICS

Web Search Portals and All Other Information Services (519290)

SIC

Investment Advice (6282)

akta.pro primary industry

Robo-Advisors & Digital Wealth Managers (FSAAAAAD)

Keywords

• Financial professional directory
• Accountant matching platform
• Fractional CFO marketplace
• Vetted financial advisor directory
• Bookkeeper matching service

GTM type

B2C

Offering type

Digital Commerce or Content

Cost components

Technology or R&D, Marketing or Sales, Operations, Personnel

Revenue model

1. Professional Visibility Programs: Some professionals participate in paid programs for additional visibility or leads on the platform. This creates a two-sided marketplace where listings are free but premium placement is paid.
2. Lead Generation for Professionals: Financial professionals pay for lead generation services to get in front of founders, investors, and high earners actively searching for their specialization.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Sam's List operates a two-sided directory and matching marketplace that connects founders, high-net-worth individuals, investors, and small businesses with vetted financial professionals including CPAs, bookkeepers, fractional CFOs, and financial advisors. End users browse, filter, and take a 60-second matching quiz to find professionals by specialty, location, industry, and financial requirements. Professionals list their practices for free, with optional paid visibility and lead-generation programs.

Product overview

Samslist is a directory and matching marketplace platform connecting founders, high-net-worth individuals, and business owners with vetted financial professionals. The core product consists of a professional discovery and matching system paired with an authenticated review platform. Financial professionals can list their practices through the For Professionals portal, while users browse and get matched based on specialty, location, industry, and financial requirements. Supporting resources include an RSU Tax Calculator. The platform covers four main professional categories: Accountants (CPAs and tax preparers), Bookkeepers, Fractional CFOs, and Financial Advisors, serving segments including venture-backed startups, high-growth companies, real estate investors, and ultra-high-net-worth individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Professional Directory & Matching Platform Two-sided web-based marketplace where end users (founders, investors, high-net-worth individuals, small businesses) browse, filter, and get matched with vetted financial professionals, while financial professionals list their practices, build profiles, and receive inbound leads from users actively searching for their specialization.
• RSU Tax Calculator Free web-based calculator that helps users estimate and understand tax implications of Restricted Stock Unit (RSU) and equity compensation, available to any visitor of the site.

Quantifiable outcome

• Trusted by 200,000+ users across the platform
• +3 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• SmartAsset: SmartAsset is a financial advisor and financial product matching platform that connects users with vetted financial professionals. It is the most directly comparable peer to Sam's List in both business model (matching marketplace) and target user intent (finding vetted financial help).
• Bench: Bench provides outsourced bookkeeping and accounting services to small businesses. It overlaps with Sam's List's bookkeeping segment and serves the same SMB founder/operator customer base.
• TaxFyle: TaxFyle operates a marketplace connecting individuals and businesses with CPAs and tax professionals. It overlaps directly with Sam's List's accountant/tax preparer category and uses a similar on-demand matching model.
• 1-800Accountant: 1-800Accountant matches small businesses and individuals with accountants and bookkeepers for tax, bookkeeping, and advisory services. It competes in the same accountant matching space as Sam's List.

Broad incumbents

• Angi: Angi (formerly Angie's List) is an established services marketplace connecting consumers with home and local service professionals. Comparable to Sam's List in marketplace architecture and review-driven trust, though focused on home services rather than financial services.
• Thumbtack: Thumbtack is a general-purpose services marketplace that matches consumers with local professionals. While broader than financial services, its marketplace model, professional listing approach, and paid lead generation model are directly comparable to Sam's List's structure.
• Yelp: Yelp is a general business directory with reviews where financial professionals also list. It is not specialized in financial services but competes for the same user intent of finding and vetting local professionals through reviews.
• LinkedIn Services Marketplace: LinkedIn's Services Marketplace allows professionals to be discovered within the LinkedIn ecosystem. It overlaps with Sam's List's professional discovery use case, particularly for fractional CFOs and financial advisors who rely heavily on LinkedIn for client acquisition.

Emerging players

• Keeper: Keeper is an AI-driven bookkeeping and tax filing app for self-employed individuals and small businesses. It overlaps with Sam's List's growing business and high earner segments through an automated rather than marketplace delivery model.
• Found: Found is a banking, bookkeeping, and tax platform built for self-employed individuals and small business owners. It competes with the small-business end of Sam's List's accountant/bookkeeper directory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Samslist