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Column Tax

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Platform enabling mobile banks and Fintech companies to offer top tier tax features to their end users

New York City, United StatesFounded 2021Fintech
Valuation $0–100M Latest valuation · 2022
Revenue $1–10M Latest reported FY
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Column Tax and the history behind them.

About Column Tax

Column Tax is a cutting-edge startup that offers an innovative tax platform designed to be integrated into other applications. The company's primary service is an easy-to-use tax product that can be plugged into any app, particularly those that deal with a customer's financial life. This includes banks, platforms for independent contractors, and budgeting tools.

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The startup operates in the financial technology market, serving a wide range of clients from banking institutions to budgeting app developers. Their unique selling proposition lies in their ability to supercharge these apps with tax filing capabilities, thereby adding value to their clients' offerings and enhancing their bottom line.

Column Tax's business model is API-first, meaning it provides a set of protocols and tools for building software and applications. This approach allows for a swift integration process, with the promise of getting clients from zero to accepted tax returns within a week.

The company is the first to be authorized by the IRS to offer an API-first tax filing product. They guarantee maximum refunds and accuracy for their clients' customers, and also handle customer support, freeing up their clients' resources.

In terms of revenue generation, while it's not explicitly stated, it can be inferred that Column Tax likely operates on a subscription or usage-based pricing model, charging clients for access to their API and the tax filing services it enables.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2021
Headquarters
New York City, United States
Employees
12
Open positions
None listed
Dealroom signal
58.5/100
Industry
Fintech
Sub-industry
Financial Management Solutions
Sector
Fintech
Business model
SaaS
Client focus
b2b

Latest news

Press, funding announcements and product moves mentioning Column Tax.

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Funding history

3 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES AEquity / VC May 2022 $22M $87M Core Innovation Capital · Bain Capital Ventures · South Park Commons · Felicis Promotions
SEEDEquity / VC Nov 2021 $5.1M $20M Eric Wu · Core Innovation Capital · Adam Nash · South Park Commons
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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowth
2026
2025
2024
2023
2022
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Growth signals

Column Tax website traffic

Latest recorded traffic for Column Tax is 7.6K monthly website visits, down 52.5% over the last three months. Column Tax's team declined 70.7% over the past year.

Latest monthly visits7.6K 3-month web change-52.5% 1-year team growth-70.7%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investors

13 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed5 investors entered at this stage

Series A5 investors entered at this stage

Other known investors3 additional known investors

  • Annelies Gamble
  • Ed Robinson
  • Kevin Zhang
Team profiled 10 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 1 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
2 countries with
team presence
🇺🇸 United States87.5%
🇬🇧 United Kingdom12.5%
2 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Column Tax on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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