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§ Private Profile · Miami, FL, USA
Tax solutions provider offering tailored tax services for high-income earners, HNWIs, and business professionals, focused on tax simplification.
Gelt is a financial services company that provides tailored tax solutions and advisory services for high-net-worth individuals, high-income earners, and business professionals, operating from an undisclosed headquarters. The organization focuses on simplifying complex tax processes and mitigating traditional accounting challenges to assist clients in managing their personal wealth and building corporate enterprises. Its primary customer base consists of investment-savvy individuals and business owners who require specialized tax strategies beyond standard certified public accountant offerings. While specific operational metrics such as total assets under management, external venture funding raised, corporate valuation, employee headcount, and active user counts currently remain undisclosed, the firm continues to actively target the premium wealth management sector. The financial technology and services company was established in an undisclosed founding year and is currently led by founder and chief executive officer Tal Binder.
Gelt has raised $13.0M across 1 funding round.
Gelt has raised $13.0M in total across 1 funding round.
Gelt is an AI-native tax firm that builds a proprietary AI-powered platform combined with elite CPAs to deliver continuous, proactive tax optimization for high-net-worth individuals, scaling businesses, and specific industries like real estate, healthcare, tech, financial services, and service-based businesses.[1][2][3] It serves entrepreneurs, business owners, investors, doctors, practice owners, tech innovators, and financial professionals by solving the problem of traditional CPAs' reactive, annual-filing focus—replacing it with year-round strategy that scans the tax code in real-time, identifies savings opportunities (e.g., restructuring income via S-Corps to save over $100,000), handles compliance, and minimizes complexity.[1][3] Since launching five years ago, Gelt has tripled its user base annually, boosted profit margins from 20-30% to 55-66%, and recently raised $13M in Series A funding to fuel expansion.[1]
Gelt emerged from founder and CEO Tal Binder's real-world frustration with suboptimal tax handling by traditional CPAs, who often showed up late, focused solely on filings, and missed strategic savings opportunities that could drive better financial outcomes for entrepreneurs and business owners.[1][2] Launched five years ago (around 2020), the company was built as the proactive, year-round tax partner its founders wished existed, blending AI technology with expert CPAs like Julie Susskind, Melanie Chesir, Tziona Simchi, Ashley Thomas, Alyzabeth Smith, and EAs Vishakha Davey and Naf Schwartz.[1][2] Early traction came from demonstrating immediate value, such as real-time tax code analysis that enabled CPAs to prioritize strategy, leading to tripled year-over-year user growth and proven client savings.[1]
Gelt rides the AI-agent revolution in professional services, transforming tax—a notoriously manual, compliance-heavy field—into a scalable, predictive powerhouse amid rising complexity from multi-state regs, liquidity events, and wealth transfers.[1][3] Timing is ideal post-2020s tax code volatility and AI maturity, with market forces like high-net-worth growth (e.g., tech unicorns, physician practices) favoring proactive tools over legacy firms; Gelt influences the ecosystem by setting a model for AI+human expertise, enabling founders to reclaim time for growth and reshaping how scaling businesses view tax as a wealth accelerator rather than a burden.[1][4]
Gelt is poised to dominate AI-driven tax optimization, leveraging its $13M Series A for advanced estate planning, multi-state expansion, predictive modeling, senior CPA hires, and deeper penetration into real estate, healthcare, and financial services—potentially quadrupling users while sustaining high margins.[1] Trends like AI ubiquity in fintech, regulatory flux, and wealth booms will propel it, evolving its influence from niche disruptor to standard for elite clients. As the first mover, Gelt turns tax strategy into year-round wealth optimization, proving AI can humanize even the stuffiest industries.[1][3]
Gelt has raised $13.0M across 1 funding round. Most recently, it raised $13.0M Series A in September 2025.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Sep 1, 2025 | $13M Series A | ZVI Limon | Lightspeed Venture Partners, TLV Partners, Viola Ventures, Benny Schnaider, ZIV Aviram, ZIV KOP, Vintage Investment Partners | Announced |
Gelt has raised $13.0M in total across 1 funding round.
Gelt's investors include zvi limon, Lightspeed Venture Partners, TLV Partners, Viola Ventures, Benny Schnaider, Ziv Aviram, Ziv Kop, Vintage Investment Partners.