Gelt Raises $13M Series A to Expand AI-Powered Tax Solutions for Wealth Managers, Investors, and Medical Professionals

Gelt, a Miami-based AI-native tax firm, recently raised $13 million in Series A funding, bringing its total funding to $21.2 million, with investments from global backers including Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners. The company specializes in simplifying complex tax scenarios for high-earning professionals such as physicians, real estate investors, and wealth managers by combining proprietary AI technology with expert CPA teams. With the appointment of Yoram Tietz, former Managing Partner at EY, as Chairman of the Board, Gelt is expanding its services across healthcare, real estate, and financial advisory sectors, focusing on real-time tax strategy optimization, entity structuring, and estate planning. The AI platform continuously scans tax codes to identify savings opportunities, reducing compliance burdens and enabling strategic guidance rather than routine tax calculations. Gelt aims to help clients protect income, plan for retirement, and build long-term wealth by leveraging AI-powered tools tailored to industry-specific complexities and year-round tax management. The new capital will also fuel team growth and platform development to support these specialized services further.