Gelt
PrivateLast Round
Series A
Sep 30, 2025
Total Funding Raised
$29.4M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Gelt is a financial software and services company that provides an AI-native tax platform and proactive tax optimization services for high-income earners, physicians, and business owners.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, Accounting & Expense
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Gelt Comparables
Compare Gelt with similar companies based on industry and business-model similarity.
Gelt Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Sep 30, 2025 | ||||
| Seed | Nov 1, 2021 |
Gelt Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Vintage Investment Partners | Series A |
| TLV Partners | Series A, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 27, 2026
Open roles increased to 50, 79% of headcount.
- Jun 19, 2026
Monthly visitors increased 35% MoM, reaching 13K.
Gelt Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Gelt's valuation, stock price, and market status.