Agent
PrivateLast Round
Seed
May 1, 2022
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Agent operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Seed round in May 2022.
Agent is an accounting, audit and tax services company that provides a premium membership to proactively plan, prepare, and optimize taxes.
Sector
FinTech
Verticals
Accounting & Expense, Wealth Management, API Management
Business Model
B2C
Customer Profile
Services & Consulting, Subscription SaaS, Usage-Based SaaS, Freemium
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Agent Comparables
Compare Agent with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Gelt | 86% | |
| Harness Wealth | 71% | |
| Range | 64% |
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Agent Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Agent Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Walkabout Ventures | Seed |
| Treble Capital | Seed |
| Bling Capital | Seed |
| Fika Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 11, 2026
Monthly visitors increased 63% MoM, reaching 3.9K.
- Jul 10, 2026
Added Ketch Kloud, Inc. as a customer in the Technology/Data Privacy sector.
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Agent Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Agent's valuation, stock price, and market status.
Is Agent a public or private company?
Agent is a private company.
What is the current stock price of Agent?
Agent is a private company, so its shares have no public market price. Caplight tracks Agent's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Agent worth (valuation)?
Valuation information for Agent is not publicly available.
Can I buy Agent stock?
Agent shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Agent's last funding round?
Agent's most recent funding round was Seed on May 1, 2022.
Who are the main investors in Agent?
Key investors in Agent include Walkabout Ventures, Treble Capital, Bling Capital, Fika Ventures.
Will Agent IPO soon?
No public IPO plans have been announced for Agent.
How can I track Agent secondary market activity?
Caplight tracks bids, offers, and trades in Agent's shares on secondary markets.