Insider Brief
- Gelt raised $13M in Series A funding, led by global investors including Zvi Limon, Vintage Investment Partners, and TLV Partners, bringing total funding to $21.2M and appointing former EY managing partner Yoram Tietz as Chairman.
- The AI-native tax firm is expanding its healthcare-focused services, offering physicians and practice owners AI-driven tax optimization, entity structuring, and retirement planning through dedicated healthcare CPAs.
- By combining proprietary AI with elite tax expertise, Gelt has already delivered major savings — such as $450K in tax reductions for a physician group — and aims to modernize how high-earning professionals manage taxes and build long-term wealth.
PRESS RELEASE — Gelt, the first AI-native tax firm for high-earning professionals and the Top 1% in the U.S., announced it has raised $13 million in Series A, bringing its total funding to $21.2 million. Global investors, including Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners, led the funding. As part of the launch, Yoram Tietz, former Managing Partner at EY and current Senior Advisor at General Atlantic, has been appointed Chairman of the Board.
With this capital, Gelt is expanding its healthcare-focused services by bringing AI-powered tax strategies and specialized CPA teams to physicians and practice owners navigating increasingly complex financial realities.
With its new funding, Gelt is building out service lines specific to healthcare, including:
- Year-round optimization rather than last-minute filing scrambles.
- Tailored entity structuring 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.
Why Physicians Need a New Model
High-earning doctors often face the top federal tax bracket (currently 37%), compounded by the complexity of running a practice. Choosing the right entity structure, S-Corp, C-Corp, or LLC, has long-term implications for income taxation, retirement contributions, and asset protection. Add in SALT considerations, rising practice expenses, and succession planning, and most physicians simply don’t have the bandwidth to manage it all.
“Doctors should be focused on patient care, not scrambling through tax season,” said Tal Binder, founder and CEO of Gelt. “Our mission is to simplify the most complex tax scenarios for physicians, whether they’re W-2 high earners or managing multi-location practices. With elite CPAs and proprietary AI, we 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 identified more than $450,000 in tax savings across the group — while freeing physicians to spend less time on financial management and more time on patients.
“Gelt combines advanced technology with licensed expertise to modernize a critical category,” said Yoram Tietz, Chairman of the Board. “The firm is uniquely positioned to reshape how successful physicians and practice owners manage their taxes, delivering clarity, control, and measurable value.”
About Gelt
Gelt is the AI-native tax firm for physicians, practice owners, founders, investors, and high earners who demand more than one-size-fits-all compliance. By fusing proprietary AI with elite CPAs, Gelt delivers intelligent, tailored tax strategies that optimize deductions, entity structures, and multi-stream income management — providing year-round clarity, streamlined workflows, and better financial outcomes. Gelt provides tax technology and professional tax services and does not provide investment or financial advice. Learn more at joingelt.com.
Contacts
Media Contact:
Kodie Ustin
[email protected]
www.joingelt.com
