Marble
Category: AI in Fintech
An autonomous AI agent platform that functions as digital staff for accounting firms, handling tax compliance, research, and preparation workflows. Marble was founded in 2025. The company is led by Bhavin Shah. Based in New York, United States. Team size: 1-10. Total funding raised: $9,000,000. Latest round: Seed. Key investors include ["Susa Ventures","MXV Capital","Konrad Capital"].
- Founded
- 2025
- Headquarters
- New York, United States
- Team size
- 1-10
- Total funding
- $9,000,000
Value proposition
Addresses the severe accountant shortage by providing AI agents that act as reliable junior staff—capable of ingesting client data, applying tax code, and drafting returns—thereby allowing firms to scale without linear headcount growth.
Products and solutions
["AI Tax Agents (Compliance & Prep)","Tax Research & Memo Drafting Tool","Client Data Ingestion Engine"]
Unique value
Unlike generic LLM wrappers, Marble builds 'Agentic AI' deeply integrated into tax workflows, capable of autonomous reasoning and executing multi-step tasks like a human junior associate.
Target customer
CPA firms, tax advisory services, and mid-sized accounting practices facing staffing shortages.
Industries served
["Accounting","Tax","Financial Services"]
Technology advantage
Leverages the deep domain expertise of its founder (proven track record in vertical AI at Moveworks) to build a proprietary tax-logic engine that minimizes hallucinations in critical financial compliance tasks.
How they differentiate
Marble differentiates by moving beyond a 'copilot' chat interface to fully autonomous 'agents' that can independently complete end-to-end workflows, backed by a leadership team with a massive success record in enterprise AI.
Main competitors
["TaxGPT","Kintsugi","Sphere"]
Key partnerships
["Early design partners in the CPA industry (undisclosed)"]
Notable customers
["N/A"]
Major milestones
["$9M Seed Funding raised (Dec 2025)","Launch of AI Tax Research Tool"]
Growth metrics
Recently launched with $9M seed funding; actively onboarding design partners.
Market positioning
Premium, high-trust AI solution for professional firms, leveraging a 'second-time founder' pedigree to gain trust in a conservative industry.
Geographic focus
United States (Federal & State Tax Law)
Patents and IP
N/A (Early stage)
About Bhavin Shah
Serial entrepreneur and AI veteran; previously Co-founder & CEO of Moveworks (Enterprise AI unicorn valued at $2.1B+) and CEO of Refresh.io (acquired by LinkedIn). Extensive experience in building large-scale agentic AI systems for enterprise.
Official website: https://marble.ai