About Gelt
Gelt positions itself as the tax department you'd hire if you could: a dedicated CPA team for high earners, business owners, and multi-entity situations, with an AI platform underneath surfacing planning strategies and real-time financial insights.
The Miami-based company raised a $13M Series A to expand the platform and reports tripling its user base year-over-year as of late 2025, with clients citing five-figure savings versus their previous CPA.
AI-driven tax planning surfaces multi-entity and multi-state strategies and real-time insights, which Gelt's human CPA team then executes for each client.
Highlights
- Aimed at high earners, business owners, and multi-entity structures
- Raised a $13M Series A to expand its AI tax-strategy platform
- Reported 3x year-over-year user growth as of late 2025
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