What You Should Know:
– Gelt, the first AI-native tax firm for high-earning professionals, has announced it has raised $13M in Series A funding, bringing its total funding to $21.2M.
– The funding round was led by global investors, including Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners. Concurrent with the launch, Yoram Tietz, former Managing Partner at EY, has been appointed Chairman of the Board.
Expanding Services for the Complex Healthcare Sector
With this new capital, Gelt is expanding its healthcare-focused services by bringing AI-powered tax strategies and specialized CPA teams to physicians and practice owners. High-earning doctors often face the top federal tax bracket (currently 37%), compounded by the financial complexity of running a medical practice.
Gelt is building out service lines specific to healthcare, including:
- Year-round optimization rather than last-minute filing scrambles.
- Tailored entity structuring (S-Corp, C-Corp, or LLC) to reduce tax burden and protect assets.
- Retirement and wealth-building strategies designed for practice owners.
- Dedicated healthcare CPAs with experience advising physician groups and medical partnerships.
Delivering Measurable Value
Gelt’s model combines proprietary AI with licensed expertise to deliver intelligent, tailored tax strategies. This fusion is designed to simplify complex tax scenarios and help physicians protect their income, plan for retirement, and build long-term wealth.
In 2024–2025, Gelt partnered with a physician group generating seven-figure revenues. By restructuring their entity and optimizing deductions, Gelt was able to identify more than $450,000 in tax savings across the group. This outcome not only provided financial benefits but also freed physicians to spend less time on financial management and more time on patients.
