Sector
Fintech & InsurtechFinancial Operations SoftwarePersonal Finance ManagementBusiness SoftwareOperations Solutions
Target Customer
—
Core Technology
Platforms & Interfaces
Tags (2)
fintechtax-refund
Use Cases
Use Cases
Geographic Markets
United States
Gelt Financials
Undisclosed
Capital raised
Cumulative Funding Raised Over Time ($)
$8.2MNov 2021
$21.2MSep 2025
Private Equity Funding
TLV Partners, Vintage Investment Partners, Zvi Limon
Gelt Lifecycle
Cumulative Funding Raised Over Time
$8.2MNov 2021
$21.2MSep 2025
All Events
TLV Partners, Vintage Investment Partners, Zvi Limon
Gelt News
1 article
The Israeli company combines artificial intelligence and elite CPAs to deliver continuous, proactive tax strategy.
Gelt, an Israeli startup specializing in AI-driven tax planning for high-net-worth individuals and businesses, has raised $13 million in a Series A funding round. This brings its total capital raised to $21.2 million. The round was led by Zvi Limon of the Rimon Group, with participation from Vintage Investment Partners and TLV Partners. The company has appointed Yoram Tietz as Chairman of the Board and plans to expand its team significantly. Gelts platform uses AI to provide proactive tax strategies, helping clients save money and reduce compliance burdens. The funding will support further platform development and market expansion.
InvestmentManagement ChangesExpand
Employee Info
| Employees (range) | 11-50 |
| Exact count | 48 |
| Team members | 1 |
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