Gelt combines a proprietary artificial-intelligence engine with a team of elite CPAs to turn tax planning from an annual compliance task into a year-round wealth-optimization service. The platform continuously scans the tax code, detects savings opportunities in real time, and allows CPAs to focus on strategic guidance; one example saved a client over $100,000 by restructuring W-2 income into an S-Corp distribution. Since launching five years ago, the company has tripled its user base every year and lifted profit margins from a traditional 20-30 percent range to 55-66 percent. Gelt primarily serves technology executives, healthcare entrepreneurs, real-estate investors, and financial-services professionals whose complex finances require sophisticated tax strategies. Recent plans include adding predictive tax modeling for major decisions, integrating advanced estate-planning tools, and expanding multi-state capabilities. The new capital will also be used to triple headcount across CPAs, engineers, and client-experience roles while entering additional geographic and sector markets.

Total raised

$13M

Funding rounds

1

Latest round

Series A

Latest activity

Sep 2025