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Gelt

Gelt

Private
Miami, FloridaFinTechhttps://www.joingelt.com/

Last Round

Series A

Sep 30, 2025

Total Funding Raised

$29.4M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

Gelt is a financial software and services company that provides an AI-native tax platform and proactive tax optimization services for high-income earners, physicians, and business owners.

Sector

FinTech

Verticals

Personal Finance, Wealth Management, Accounting & Expense

Business Model

B2B

Customer Profile

Services & Consulting, Subscription SaaS

AI Layer

Application

Keywords

tax planningtax optimizationtax advisorytax softwaretax techCPA servicestax strategywealth managementAI taxtax automationtax compliancetax savingscrypto taxtax planning for high earnerstax-advantaged investing

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Gelt Comparables

Compare Gelt with similar companies based on industry and business-model similarity.

Gelt comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
OLarry
87%
Agent
87%
Fifteenth
80%

Gelt Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series ASep 30, 2025
SeedNov 1, 2021

Gelt Investors

Notable investors and investment history

Gelt investors
InvestorRounds
Vintage Investment PartnersSeries A
TLV PartnersSeries A, Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 21, 2026

    Monthly visitors increased 68% MoM.

  • Jul 27, 2026

    Open roles increased to 50, 79% of headcount.

Gelt Filings

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Gelt filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Gelt's valuation, stock price, and market status.

Is Gelt a public or private company?

Gelt is a private company.

What is the current stock price of Gelt?

Gelt is a private company with no public stock price. No recent secondary market data is available.

How much is Gelt worth (valuation)?

Valuation information for Gelt is not publicly available.

Can I buy Gelt stock?

Gelt shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Gelt's last funding round?

Gelt's most recent funding round was Series A on September 30, 2025.

Who are the main investors in Gelt?

Key investors in Gelt include Vintage Investment Partners, TLV Partners.

Will Gelt IPO soon?

No public IPO plans have been announced for Gelt.

How can I track Gelt secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Gelt's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersMiami, Florida
Employee Range65
Year Founded2020
Last FundingSep 30, 2025

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