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Filed

Filed

Private
New York City, New YorkFinTechhttp://filed.tax/

Last Round

Seed

May 21, 2025

Total Funding Raised

$17.2M

Company Overview

Filed is a fintech company that provides an AI-powered tax preparation platform designed for accounting professionals to automate tax return processing.

Sector

FinTech

Verticals

Vertical SaaS, RegTech, Workflow Automation, Accounting & Expense

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

AI tax softwareprofessional tax softwaretax automationCPA softwaretax workflow automationautomated tax reviewAI for accountantstax advisory platformtax document automationtax planning softwareSOC 2 compliancepay-per-return pricing

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Filed 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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Filed Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedMay 21, 2025
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Filed Investors

Notable investors and investment history

InvestorRounds
NeoSeed
J VenturesSeed
NorthzoneSeed
Greens VenturesSeed
Day One VenturesSeed
The Raine GroupSeed
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Filed Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Filed Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersNew York City, New York
Year Founded2024
Last FundingMay 21, 2025

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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.