Gelt, the AI-native tax firm, raised $13M in Series A funding led by Zvi Limon of the Rimon Group to enhance year-round wealth optimization for clients.
Amount Raised
$13 Million
Round Type
Series A
MiamiArtificial IntelligenceFinanceFintechInvestors
Description
Gelt has raised $13 million in Series A to serve high-net-worth individuals and businesses with year-round tax optimization. The funding was led by Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners. With this round, Gelt's total funding reaches $21.2 million. The company is focused on leveraging AI to maximize tax savings for its clients.
Quick answer
Gelt raised $13 Million in a Series A round, dated September 30, 2025. Investors: Zvi Limon, Vintage Investment Partners and TLV Partners. Gelt is based in Miami, Florida, United States.
- How much did Gelt raise?
- Gelt raised $13 Million in a Series A round on September 30, 2025.
- Who invested in Gelt?
- Zvi Limon, Vintage Investment Partners and TLV Partners are named as investors in this round.
- What does Gelt do?
- Gelt is the AI-native tax firm serving high-net-worth individuals and scaling businesses who demand more than traditional compliance.
- Where is Gelt based and how big is it?
- Gelt is based in Miami, Florida, United States. Fundz records about 44 employees.
- Who are the decision-makers at Gelt?
- Fundz holds 2 contacts at Gelt. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Finance and Fintech around the same time
Companies in the same sectors as Gelt that raised within 45 days of this round, from Fundz verified event records.
- Beeline Holdings raised $7.4M (Post-IPO Equity) on November 12, 2025.
- HabitFactory raised $28M (Series D) on October 24, 2025.
- Paygentic raised $2M (Pre-Seed) on October 23, 2025.
- Piere raised $2.1M (Pre-Seed) on October 21, 2025.
- Aboon raised $18M (Seed) on October 16, 2025.
- Tria raised $12M (Pre-Seed) on October 14, 2025.
Who to call at Gelt, and when
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- Who you already know at Gelt, from your own LinkedIn network
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Funding Insights
What this usually meansGelt raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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