AI-native tax firm scales to serve high-net-worth individuals and growing businesses with year-round tax optimization

MIAMI–(BUSINESS WIRE)–Gelt, the AI-native tax firm serving high-net-worth individuals and scaling businesses, today announced it has raised $13 million in Series A, bringing its total funding to $21.2 million. The series A funding was led by Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners. The company has also appointed Yoram Tietz, former Managing Partner at EY and current Senior Advisor at General Atlantic, as Chairman of the Board.

Since its launch five years ago, Gelt has tripled its user base year over year while helping clients achieve significant annual tax savings through its AI-powered platform and CPA team. At the same time, the company has increased its profit margins from a historical average of 20 to 30 percent to a current range of 55 to 66 percent, a level rarely seen in service-based industries.

Unlike traditional firms that only focus on annual filings, Gelt’s proprietary AI-powered platform scans the tax code and immediately implements it on a per-client basis. When the system spotted that one of its venture partners was overpaying through a standard W-2 salary, Gelt restructured the income through an S-Corp, cutting payroll taxes and revealing federal deductions that saved the client more than $100,000 in a single year. By surfacing opportunities like this in real-time, Gelt enables its CPAs to focus on strategy while clients see immediate, measurable results.

“Most successful individuals and businesses are stuck with once-a-year tax scrambles that miss opportunities all year long,” said Tal Binder, founder and CEO of Gelt. “We’ve built the first tax firm where AI handles the complex analysis so our elite CPAs can deliver a proactive strategy that saves clients significant money and removes the compliance burden entirely.”

The funding will accelerate platform development and support Gelt’s expansion into new markets, with plans to triple the team by adding top-tier CPAs, engineers, and client experience professionals.

Proven Market Demand

Gelt serves technology executives, healthcare entrepreneurs, real estate investors, and financial services leaders: professionals whose complex financial situations demand more sophisticated tax strategies than traditional firms can provide.

“Tax advisory has been stuck in an outdated model, but Gelt proved there’s a better way,” said Shahar Tzafrir, Managing Partner at TLV Partners, who led Gelt’s seed round and participated in this Series A. “Instead of selling software to accountants, they rebuilt the entire service model with AI and expertise working directly for clients. The results speak for themselves.”

Strategic Leadership and Capital

The Series A was led by Zvi Limon, co-founder of Rimon Group and Magma Venture Partners and Chairman of Taboola, with participation from Vintage Investment Partners ($4B+ AUM global platform) and TLV Partners ($1B early-stage fund).

“Gelt combines advanced AI with licensed expertise to modernize how successful individuals and businesses approach taxes,” said Yoram Tietz, new Chairman of the Board. “They’re transforming taxes from a reactive cost into a proactive growth driver.”

What’s Next

With this funding, Gelt plans to launch advanced estate planning integration, expand multi-state capabilities, and introduce predictive tax modeling for major financial decisions. The company is actively recruiting senior CPAs and expanding into key markets, including real estate, healthcare, and financial services.

About Gelt: Gelt is the AI-native tax firm serving high-net-worth individuals and scaling businesses who demand more than traditional compliance. By combining proprietary AI with elite CPAs, Gelt delivers continuous tax optimization and strategic guidance that maximizes savings and minimizes complexity year-round. Learn more at joingelt.com.

Contacts

Media Contact:
Society22 PR
gelt@society22pr.com
www.joingelt.com

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