Gelt

About Gelt

Gelt operates as an AI-native tax firm, founded in 2020 by CEO Tal Binder. The company was established to address the challenge of tax optimization, moving beyond simple annual compliance to a continuous, strategic approach. Gelt's business model combines a proprietary AI-powered platform with the expertise of certified public accountants (CPAs) to offer year-round tax strategy and management. This approach allows the AI to handle complex analysis of the tax code in real-time, freeing up the firm's CPAs to focus on strategic guidance for clients.

The firm primarily serves high-net-worth individuals and scaling businesses with complex financial situations, including physicians, practice owners, founders, investors, and other high-earning professionals. Key industries targeted include healthcare, technology, real estate, financial services, and professional services. Revenue is generated through providing these specialized tax services, which encompass tax planning, strategy, and full-service compliance. The company has reported a significant increase in profit margins, rising from a historical average of 20-30% to a current range of 55-66%.

Gelt's core service is a proactive tax partnership that delivers customized strategies. The platform offers features such as a personalized tax roadmap, tax projections using AI to model scenarios, a secure document vault, and a filing portal with workflow automation. This enables the firm to identify opportunities for clients, such as restructuring income through an S-Corp to reduce payroll taxes or utilizing cost segregation studies to accelerate depreciation deductions. For example, Gelt assisted a venture partner in saving over $100,000 in a single year by changing their income structure from a W-2 to an S-Corp. In another case, the firm helped a physician group save over $450,000 by restructuring their entity and optimizing deductions. The company has secured $21.2 million in total funding, following a $13 million Series A round in September 2025 led by Zvi Limon of the Rimon Group, with participation from Vintage Investment Partners and TLV Partners.