Gelt

Tax Solutions Platform

Fintech & Insurtech
Private

Company Overview

Snapshot

Founded in April 2021 by Tal B. and Paul Habib, Gelt operates with 11–50 employees. The company has raised $21.2 million across two funding rounds from three investors. In September 2025, Gelt secured funding from TLV Partners and Vintage Investment Partners.

Business overview

Gelt provides tax solutions by integrating cutting-edge technology with the expertise of CPAs. The company's core offering involves CPAs analyzing customer financial situations to develop tailored tax strategies aimed at maximizing deductions and minimizing tax liability. Gelt operates within the Fintech & Insurtech sector, focusing on financial operations software and personal finance management for both B2C and B2B markets in the United States.

Strategic signal

In September 2025, Gelt secured a funding round with participation from TLV Partners. This investment highlights continued investor confidence in Gelt's hybrid approach of combining artificial intelligence with human expertise to deliver proactive tax strategies, signaling potential for further innovation and market expansion in the fintech tax solution space.

Company Intelligence Q&A

What is Gelt's primary business model?
Gelt operates with both B2C and B2B business models, providing tax solutions to a diverse customer base.
When was Gelt founded and by whom?
Gelt was founded in April 2021 by Tal B. and Paul Habib.
What is Gelt's total capital raised to date?
Gelt has raised a total of $21.2 million across its funding rounds.
Which investors participated in Gelt's September 2025 funding round?
In September 2025, Gelt received funding from TLV Partners and Vintage Investment Partners.
What technology does Gelt leverage in its tax solutions?
Gelt combines artificial intelligence with the expertise of CPAs to deliver continuous, proactive tax strategies.