Gelt Raises $13M Series A to Redefine Tax Strategy as Year-Round Wealth Optimization

The round was led by Zvi Limon of the Rimon Group, with participation from Vintage Investment Partners and TLV Partners. We’re also honored to welcome Yoram Tietz, former Managing Partner at EY and current Senior Advisor at General Atlantic, as our new Chairman of the Board.

Scaling the First AI-Native Tax Firm

Since launching just three years ago, Gelt has tripled our user base year-over-year while helping clients unlock millions in tax savings. Unlike traditional firms that scramble once a year, we combine advanced AI with human expertise to uncover tax strategies and deliver proactive, year-round results.

For example: when the team flagged that a venture partner was overpaying through a standard W-2 salary, we restructured the income through an S-Corp. The result? Over $100,000 in tax savings in just one year.

By handling the heavy tax-code analysis, our AI frees up our CPAs to do what they do best — strategy. That combination has allowed us to raise industry profit margins to 55–66%, a level rarely seen in service-based firms.

Why This Matters

Our model has already proven demand among technology executives, healthcare entrepreneurs, real estate investors, and financial services leaders — people with complex financial lives who can’t afford to miss opportunities hidden in the tax code for them and their businesses.

What’s Next

With this new funding, we’re accelerating product development and expansion, including:

• Advanced tax planning and strategy integration
  
  
• Multi-state capabilities for businesses and individuals
  
  
• Predictive tax modeling for major financial decisions
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• Growing our team of top-tier CPAs, engineers, and client experience professionals