Gelt

Gelt is a Miami-based firm specializing in tax optimization services for business owners with complex financial scenarios, offering tailored strategies to maximize compliance and financial outcomes for its diverse clientele. Gelt provides tax optimization services focused on addressing the complexities of multi-entity and cross-state operations. The company, headquartered in Miami, US, raised USD 13 mn in Series A funding on September 30, 2025, from investors including TLV Partners, Vintage Investment Partners, and Rimon Group. Founded by individuals with expertise in financial services, Gelt has focused its strategy on serving a wide range of clients, including high-net-worth individuals and service-based businesses.

Gelt specializes in providing comprehensive tax optimization services tailored to business owners with complex financial situations, including multiple entities and cross-state operations. Their core offerings include proactive tax planning, compliance solutions, and a user-friendly tax management platform that allows clients to track deadlines, strategy sessions, and projections in one centralized location. Gelt's services cater to a diverse client base, including high-net-worth individuals, healthcare professionals, tech innovators, real estate investors, and service-based businesses, primarily operating in the United States. Gelt generates revenue through a structured pricing model based on the complexity of each client's tax situation.

Compliance pricing begins at USD 1,200 per year for individuals and USD 2,500 per year for business owners or multi-entity clients. Tailored tax strategy plans start at USD 3,500, determined during an initial evaluation call. Clients subscribe to Gelt's services for ongoing support throughout the tax year, supported by a dedicated in-house tax team of licensed experts. In September 2025, Gelt raised USD 13 million in series A funding led by new investor Rimon Group, with participation from other new investors TLV Partners and Vintage Investment Partners.

The company will use the September 2025 funding to expand artificial intelligence-based tax services for physicians and medical practices.