Gelt, the Israel-based AI tax startup, has announced a $13 million Series A round led by Zvi Limon with participation from Vintage Investment Partners and TLV Partners. This raise comes as Gelt emerges from stealth mode, reinforcing its position as a next-gen tax platform for high-net-worth individuals and scaling companies.

Founded just a few years ago, Gelt fuses advanced AI models with seasoned CPAs to deliver proactive, continuously optimized tax planning - rather than the typical once-a-year scramble. With this new capital, Gelt plans to accelerate product development, expand into new markets, and scale its team.

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Why Gelt’s Model Resonates

Most tax and accounting firms operate reactively: file returns, send bills, rinse and repeat. Gelt flips that paradigm. Its core product continuously scans tax codes, finds optimization opportunities, and dynamically adjusts strategies tailored to each client’s situation. This positions Gelt less as a service provider and more as a tax infrastructure layer for wealth and business.

By combining AI and human expertise, Gelt reduces manual grunt work for its CPAs, letting them focus on high-value strategic advice. This increases margin potential and client impact in parallel.

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A Founder's Insight Many Miss

Here’s a critical insight for founders in fintech, SaaS, or any regulated space: the platform you build should not only solve for today’s pain points, but also make your next expansion inevitable.

In Gelt’s case, AI-driven tax optimization is the entry  -  but the deeper moat lies in building multi-entity orchestration, real-time compliance across jurisdictions, and integration into finance systems. Once you own that layer, shifting from “tax tool” to “financial control layer” becomes natural.

Too many startups stop at solving one use case and forget to build the framework for adjacent expansion. Gelt’s raise gives them runway not just for features, but for becoming the backbone of wealth infrastructure.

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Backed by Strategic Investors

The round was led by Zvi Limon with participation from Vintage Investment Partners and TLV Partners.

Zvi Limon’s involvement is especially notable - his capital and networks bring credibility in the Israeli tech scene, and his backing suggests belief in Gelt’s long-term vision beyond just UI/UX or incremental tools. Vintage and TLV are seasoned growth & early-stage investors in Israel, providing not just money but strategic support as Gelt scales.

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What the Numbers Say

Gelt has already shown early traction. Since its founding, it has reportedly tripled its user base year-over-year and improved its operating margins from 20–30% to 55–66%, a rare feat for service-heavy firms.

That margin expansion underscores the core thesis: blending AI with human expertise can significantly shift the economics of tax services.

Another example: Gelt’s system once flagged a client overpaying via W-2 salary. They restructured the income flow using an S-Corp, uncovering over $100,000 in savings in a single year. That’s not just interesting - it’s a proof point that automation + intelligence can yield outsized client value.

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The Bigger Market Context

Tax planning is a massive, under-digitized market. In the U.S. alone, individuals and businesses pay hundreds of billions in tax advisory and compliance fees annually. Many markets globally have similarly fragmented tax advisory ecosystems.

More specifically:

• Gelt helps founders and high-income earners keep more of what they earn and raise by combining AI and proactive tax strategy.
  
• The company is positioning itself as a 24/7 continuous tax strategy platform - no longer an annual engagement but a living financial layer.
  
• The fintech and taxtech space is heating up. As regulations tighten, demand grows for platforms that can navigate multi-jurisdiction compliance while optimizing efficiency.
  

In this context, Gelt’s model is particularly timely: clients increasingly demand tax solutions that are proactive, transparent, and integrated rather than reactive and opaque.

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What’s Next for Gelt

With its new funding, Gelt is likely to go deep on:

• Product expansion, including multi-state or multi-country tax capabilities
  
• Engineering and data science hires to enhance AI models and scale performance
  
• Business development to embed into financial, fintech, and accounting ecosystems
  
• User acquisition among high-net-worth individuals, startups, and CFO offices
  

The ambition is clear: evolve from a tax optimization app into a financial foundation layer that clients rely on for making critical decisions across equity, investments, and long-term wealth building.

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Final Thoughts

Gelt’s $13 million Series A is more than just a funding milestone; it’s confirmation that the market is ready for tax services reimagined with intelligence and automation.

For founders and operators watching this space, the lesson is multidimensional: solve a real pain, embed extensibility, and build for expansion beyond your first use case.

Gelt’s journey is worth following - not just for what they’re doing now, but for how they are architecting the next generation of financial tooling.