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Gelt

Asset Management
Gelt is an AI-native tax firm specializing in providing tailored tax strategies for high-earning professionals, including physicians and practice owners. By integrating proprietary AI with expert CPAs, Gelt offers intelligent solutions that optimize deductions, entity structures, and income management. The firm focuses on delivering year-round clarity and streamlined financial workflows, specifically catering to the complex financial needs of healthcare professionals and other high earners.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―
Estimated Valuation―
Total Amount Raised$13M
Total Amount Raised$13M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$13M
Latest Funding Amount$13M
Latest Funding RoundSeries A
Latest Funding RoundSeries A
Post-Money Valuation―
Post-Money Valuation―

Main Enterprise Clients

A snapshot of major enterprise customers that use this private company’s products or services, highlighting its commercial reach and market adoption.
1.PGThe Procter & Gamble Company
2.ULUnilever PLC
3.PEPPepsiCo Inc
4.KOThe Coca-Cola Company
5.DANOYDanone SA
6.NSRGFNestlé SA
1.PGThe Procter & Gamble Company
2.ULUnilever PLC
3.PEPPepsiCo Inc
4.KOThe Coca-Cola Company
5.DANOYDanone SA
6.NSRGFNestlé SA

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Oct 08, 2025
Series A
$13.00M
―

Investors

Investor Name
Funding Round
TLV Partners
Series A
Vintage Investment Partners
Series A
Zvi Limon of the Rimon Group
Series A

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