How much funding has Gelt raised?

Gelt has raised $21.2 million in total funding. Their latest funding round was Series A. Key investors include TLV Partners, Vintage Investment Partners, Zvi Limon (Rimon Group).

Where is Gelt headquartered?

Gelt is headquartered in Miami, Florida, USA. The company has a team of 11-50 people.

Gelt operates in the AI in Fintech sector. An AI-native tax firm that provides premium, technology-powered tax solutions and expert CPA services. To help clients retain more of their income by combining expert CPA guidance with proactive, AI-driven tax strategies that maximize savings and minimize liabilities.

When was Gelt founded?

Gelt was founded in 2022. It is based in Miami, Florida, USA.

How much funding has Gelt raised?

Gelt has raised $21.2 million in total funding. Key investors include TLV Partners, Vintage Investment Partners, Zvi Limon (Rimon Group).

Who is the CEO of Gelt?

Tal Binder is the CEO of Gelt. The company was founded in 2022.

Where is Gelt located?

Gelt is headquartered in Miami, Florida, USA.

What funding stage is Gelt at?

Gelt is currently at the Early Stage stage.

How many employees does Gelt have?

Gelt has approximately 11-50 employees.

Gelt

Category: AI in Fintech

An AI-native tax firm that provides premium, technology-powered tax solutions and expert CPA services. Gelt was founded in 2022. The company is led by Tal Binder. Based in Miami, Florida, USA. Team size: 11-50. Total funding raised: $21.2 million. Latest round: Series A. Key investors include TLV Partners, Vintage Investment Partners, Zvi Limon (Rimon Group).

Founded: 2022
Headquarters: Miami, Florida, USA
Team size: 11-50
Total funding: $21.2 million

Value proposition

To help clients retain more of their income by combining expert CPA guidance with proactive, AI-driven tax strategies that maximize savings and minimize liabilities.

Products and solutions

Proactive Tax Planning, Tax Compliance and Filing, AI-Powered Financial Analysis, Personalized Tax Strategy Development

Unique value

Gelt merges advanced AI technology with the expertise of seasoned CPAs. Unlike traditional, reactive tax services, Gelt offers a proactive, year-round strategic approach to tax management, focusing on long-term financial optimization.

Target customer

High-net-worth individuals, business owners, startup founders, and medical professionals (doctors, practice owners).

Industries served

Financial Services, Healthcare, Technology

Technology advantage

The company's core advantage lies in its use of predictive analytics and AI to forecast tax liabilities, identify hidden saving opportunities, and provide clients with a strategic roadmap. This allows for smarter, data-driven financial decisions long before tax season.

How they differentiate

Gelt differentiates itself by combining AI-powered tax optimization with a team of expert CPAs, offering a high-touch, premium service. Unlike DIY software, it provides proactive, year-round tax strategy and handles complex financial situations, including equity, crypto, and investments.

Main competitors

Black Ore, TaxGPT, FlyFin

Key partnerships

Zvi Limon (Rimon Group), Vintage Investment Partners, TLV Partners, Rippling, Prometryx Accounting

Notable customers

High-net-worth individuals, Startup founders and tech employees with equity, Physicians and healthcare practice owners, Investors with complex portfolios (e.g., crypto, real estate)

Major milestones

Raised a total of $21.2 million in funding., Successfully launched its AI-native platform combining technology with expert CPA services., Expanded its specialized services to cater to the financial needs of the healthcare industry., Launched AI-Powered Tax Calculator Hub (Dec 2025)., Formed strategic partnerships with Rippling and Prometryx Accounting (2026).

Growth metrics

While specific growth metrics are not public, the company is actively expanding its services, notably into the healthcare sector to serve physicians and private practices.

Market positioning

Gelt is positioned as a premium, modern tax advisory firm for high-income individuals, startup founders, investors, and professionals in specialized fields like healthcare. It targets the high-end market segment that requires more sophisticated tax planning than what traditional software or smaller CPA firms can offer.

Geographic focus

Gelt is primarily focused on the United States market, providing services tailored to U.S. federal and state tax laws.

Patents and IP

Information on patents or IP is not publicly available.

About Tal Binder

Previously Managing Partner at Binder & Co. CPA for 7 years and Senior Associate at EY.

Official website: https://www.joingelt.com/