Gelt
PrivateLast Round
Series A
Sep 30, 2025
Total Funding Raised
$21.2M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Gelt operates in FinTech and is based in Miami, Florida. Its latest recorded funding round was a Series A round in September 2025.
Gelt is a financial software and services company that provides an AI-native tax platform and proactive tax optimization services for high-income earners, physicians, and business owners.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Accounting & Expense
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Gelt Comparables
Compare Gelt with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| OLarry | 87% | |
| Agent | 87% | |
| Fifteenth | 80% |
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Gelt Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Sep 30, 2025 | ||||
| Seed | Nov 1, 2021 |
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Gelt Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Vintage Investment Partners | Series A |
| TLV Partners | Series A, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors increased 68% MoM.
- Jul 27, 2026
Open roles increased to 50, 79% of headcount.
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Gelt 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 Gelt's valuation, stock price, and market status.
Is Gelt a public or private company?
Gelt is a private company.
What is the current stock price of Gelt?
Gelt is a private company, so its shares have no public market price. Caplight tracks Gelt's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Gelt worth (valuation)?
Valuation information for Gelt is not publicly available.
Can I buy Gelt stock?
Gelt shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Gelt's last funding round?
Gelt's most recent funding round was Series A on September 30, 2025.
Who are the main investors in Gelt?
Key investors in Gelt include Vintage Investment Partners, TLV Partners.
Will Gelt IPO soon?
No public IPO plans have been announced for Gelt.
How can I track Gelt secondary market activity?
Caplight tracks bids, offers, and trades in Gelt's shares on secondary markets.