Gelt Raises $13M Series A to Expand AI-Powered Tax Solutions for Wealth Managers and RIAs

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Gelt Raises $13M Series A to Expand AI-Powered Tax Solutions for Wealth Managers and RIAs

Miami, FL – September 30, 2025 – Gelt, the first AI-native tax firm for investors and the Top 1% in the U.S., today announced it has raised $13 million in Series A, bringing its total funding to $21.2 million. Global investors, including Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners, led the funding. As part of the launch, Yoram Tietz, former Managing Partner at EY and current Senior Advisor at General Atlantic, has been appointed Chairman of the Board.

With this capital, Gelt is expanding its financial services specialization, developing AI-powered modeling tools and dedicated CPA teams to help wealth managers, RIAs, and family offices deliver tax-aware strategies that align with client goals.

With its new funding, Gelt is deepening its support for wealth managers and private clients through:

  • AI-driven modeling that integrates with financial planning platforms to surface real-time tax impacts.

  • Entity structuring expertise spanning trusts, family offices, LLCs, and partnerships.

  • Integrated retirement and estate planning to align portfolios with lifetime goals.

  • Dedicated CPA hires experienced in partnering with RIAs and family offices to strengthen advisory offerings.

Why Advisors Need a New Model

In today’s market, investors expect holistic planning that bridges tax and portfolio outcomes. Wealth managers and RIAs must balance fiduciary duties with entity structures (trusts, LLCs, family offices), integrate estate and retirement planning, and coordinate strategies across multiple income streams. Yet most advisory firms lack in-house tax depth, creating silos that limit client value.

“Advisors shouldn’t be forced to choose between portfolio performance and tax efficiency,” said Tal Binder, founder and CEO of Gelt. “Our AI-native model surfaces tax opportunities in real time, helping wealth managers and family offices make smarter decisions and build deeper, longer-term client relationships.”

In 2025, Gelt partnered with two venture capital partners in San Francisco who were struggling with a highly tax-inefficient compensation structure. By restructuring their GP entity, enabling PTET deductibility, optimizing expenses, and refining retirement contributions, Gelt delivered more than $250,000 in annual tax savings. The new structure not only reduced their immediate burden but also provided clarity, liability protection, and a scalable foundation for future income streams.

“Gelt combines advanced technology with licensed expertise to modernize a critical category,” said Yoram Tietz, Chairman of the Board. “The firm is uniquely positioned to help advisors deliver clarity, compliance, and measurable value to their clients.”

About Gelt

Gelt is the AI-native tax firm for wealth managers, founders, investors, and high earners who demand more than one-size-fits-all compliance. By fusing proprietary AI with elite CPAs, Gelt delivers intelligent, tailored tax strategies that optimize deductions, entity structures, and multi-stream income management—providing year-round clarity, streamlined workflows, and better financial outcomes. Gelt provides tax technology and professional tax services and does not provide investment or financial advice.

Learn more at joingelt.com.

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