Rippling and Carta veterans unveil AI-driven workflows and personalized tax strategies for complex scenarios involving RSUs, Stock Options, IPOs, and more

February 10, 2025 09:15 AM Eastern Standard Time

SAN FRANCISCO–(BUSINESS WIRE)–Fifteenth, a tax solution built to serve the unique needs of founders, investors, executives, and tech professionals with complex financial situations, announced it has raised $8.25 million in seed funding. Employees from tech innovators like Nvidia, Rippling, and Figma have saved $10-20k on average thanks to tailored tax strategies from Fifteenth. Others have saved as much as $100k from custom scenario modeling on the strategic sale of stock options. The round was led by A* and General Catalyst with participation from SV Angel and angel investors including Swapnil Jain (Co-Founder and CEO of Observe.AI), Ryan Eisenman (co-founder and CEO at Arch), and Akash Garg (advisor at Electric Capital).

“With Fifteenth, April 15th is just another day – no stress, no chaos”Post this

Fifteenth is normalizing April 15th for anyone navigating the complex financial reporting landscape of equity (ISOs, RSUs, NSOs), liquidity (IPOs, acquisitions), partnership income (K1s), stock trading, and more. Fifteenth’s world-class tax support is powered by cutting-edge AI solutions, customized scenario modeling, and one-click integrations with enterprise platforms like Workday and Rippling and fintech platforms like Robinhood, Wealthfront, and Carta. Fifteenth ensures coverage every step of the way with always-on support and unlimited, year-round tax advice starting at just $1,000 per year.

“With Fifteenth, April 15th is just another day – no stress, no chaos,” said Ankur Dahiya, CEO of Fifteenth. “Gone are the days of scrambling to find, enter, re-enter, and distribute piles of financial documents. We created Fifteenth to combine top-tier tax support with AI-driven solutions for tech professionals, and this seed funding is a key step in scaling the future of tax preparation.”

Dahiya is a second-time founder with deep technical expertise honed through executive roles at Rippling, Flexport, X, and Meta. Ankur’s first company, RunX, simplified cloud infrastructure deployment for developers and was acquired by Rippling. Fifteenth co-founder and Chief Tax Officer Laura Moreno brings a wealth of experience navigating complex tax scenarios for high net-worth clients and tech professionals with years of leadership at PwC, a billion-dollar family office, and Carta, where she built and led the tax advisory team.

Fifteen offers customers:

• Unlimited tax expertise, proactive quarterly planning, and more led by CPAs with experience at top-tier firms such as Andersen and Apercen.
• Tailored tax strategies and scenario modeling for the optimization of equity (RSUs, ISOs, NSOs) and liquidity (tenders, secondary sales, IPO, etc.).
• Integration of an AI-powered document vault to help organize and find critical information.
• One-click integrations with Workday, Rippling, Robinhood, Wealthfront, Carta, Charles Schwab, AngelList, Coinbase, and many more.
• Flat-fee pricing starting at $1k/year.

“Fifteenth is redefining the tax preparation landscape by combining cutting-edge AI technology with a deep understanding of complex financial needs,” said Gautam Gupta, Co-Founder and General Partner of A* (and a satisfied Fifteenth customer). “The process of working with a CPA has remained largely unchanged for decades—dominated by email, manual data entry, and a lack of modern technology. Fifteenth’s unique blend of tax expertise and technical innovation addresses this long-overdue pain point and we’re thrilled to partner as they redefine the tax experience for the modern professional.”

About Fifteenth:

Fifteenth is a tech-enabled tax firm built for the unique needs of founders, investors, executives, and tech professionals. Fifteenth offers unlimited tax strategy and expertise with seasoned CPAs to help navigate the financial reporting landscape of equity (ISOs, RSUs, NSOs), liquidity (IPOs, acquisitions), partnership income (K1s), stock trading, and more starting at just $1,000 a year.

Contacts

Media Contact:
Stephanie Chan
Stephanie@cmand.co

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