CoinTracker

CoinTracker

Private
San Francisco, CaliforniaCrypto & Web3https://www.cointracker.io

Last Round

Series A

Jan 27, 2022

Est. Valuation

$1.3B

Total Funding Raised

$101.5M

Momentum Score

25 /100

Company Overview

CoinTracker is a fintech company that offers a cryptocurrency portfolio management platform that aggregates balances and transactions from exchanges and wallets while providing users with tax information and investment insights.

Sector

Crypto & Web3

Verticals

Crypto Tax, RegTech, Personal Finance, Financial Data

Business Model

B2C

Customer Profile

Usage-Based SaaS, Freemium, Subscription SaaS, Services & Consulting

AI Layer

Non-AI

Keywords

crypto tax softwarecrypto portfolio trackercrypto tax reportingcrypto capital gainsDeFi taxNFT taxcrypto tax-loss harvestingcrypto accountant toolsIRS Form 8949crypto exchange integrationcrypto wallet integrationcrypto accountingTurboTax integrationcrypto sub-ledgerusage-based billing

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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CoinTracker Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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CoinTracker Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series AJan 27, 2022
SeedApr 10, 2018

Key People

Founding team and executive leadership

Jon Lerner

Co-Founder, CEO

Founding Team

CoinTracker Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 7, 2026

    Over 1 million tax forms generated on the platform.

  • Mar 7, 2026

    Announced partnerships with Coinbase, H&R Block, Intuit TurboTax, and others.

CoinTracker Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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CoinTracker Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about CoinTracker's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range134
Year Founded2017
Last FundingJan 27, 2022

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.