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Taxo

Taxo

Private
San Francisco, CaliforniaFinTechhttps://www.taxo.ai/

Last Round

Seed

Mar 27, 2025

Total Funding Raised

$6.7M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Taxo is a healthcare technology company that provides an AI-powered data extraction and reasoning engine to automate administrative tasks for healthcare providers and payers.

Sector

FinTech

Verticals

Accounting & Expense, Compliance, Compliance & Risk, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

tax automationtax compliancetax filing softwaretax techAI taxtax automation softwarefinancial automationSaaS tax platformautomated bookkeepingtax workflow automationdata reconciliationfintechB2B SaaScompliance software

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Taxo Comparables

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

Taxo comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Revenir
82%
UnitedHealth Group
63%
Fathom
36%

Taxo Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedMar 27, 2025
AcceleratorAug 30, 2024
Pre SeedMar 29, 2024

Taxo Investors

Notable investors and investment history

Taxo investors
InvestorRounds
SeedstarsPre Seed
Character CapitalSeed
Newlin VCPre Seed
BuenTrip VenturesPre Seed
General CatalystSeed
Y CombinatorSeed, Accelerator
500 Global LatAmPre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 1, 2026

    Open roles increased to 3, 4x the trailing average.

  • Jun 23, 2026

    Monthly visitors increased 124% MoM, reaching 4.1K.

Taxo Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is Taxo a public or private company?

Taxo is a private company.

What is the current stock price of Taxo?

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

How much is Taxo worth (valuation)?

Valuation information for Taxo is not publicly available.

Can I buy Taxo stock?

Taxo 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 Taxo's last funding round?

Taxo's most recent funding round was Seed on March 27, 2025.

Who are the main investors in Taxo?

Key investors in Taxo include Character Capital, General Catalyst, Y Combinator.

Will Taxo IPO soon?

No public IPO plans have been announced for Taxo.

How can I track Taxo secondary market activity?

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range5
Year Founded2022
Last FundingMar 27, 2025

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