Gelt, an AI-native tax firm for high-earning professionals in the U.
S., has announced the close of its Series A funding round, raising $13 million. This brings the company’s total funding to $21.2 million and includes the appointment of Yoram Tietz, former Managing Partner at EY and current Senior Advisor at General Atlantic, as Chairman of the Board.
The Series A round was led by global investors, including Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners. The capital will be used to expand Gelt’s healthcare-focused services, providing AI-powered tax strategies and specialized CPA teams to physicians and practice owners navigating complex financial landscapes.
Gelt’s expanded service lines for healthcare professionals will include year-round tax optimization, tailored entity structuring to reduce tax burdens and protect assets, and retirement and wealth-building strategies specifically designed for practice owners. These services will be delivered by dedicated healthcare CPAs with experience advising physician groups and medical partnerships.
The firm addresses the challenges faced by high-earning doctors, who often fall into the top federal tax bracket (currently 37%). The complexities of managing a practice, including decisions on entity structures like S-Corp, C-Corp, or LLC, have long-term implications for income taxation, retirement contributions, and asset protection. Additional factors such as State and Local Tax (SALT) considerations, rising practice expenses, and succession planning contribute to the financial management burden.
Tal Binder, founder and CEO of Gelt, stated, “Doctors should be focused on patient care, not scrambling through tax season. 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 a case study from 2024–2025, Gelt partnered with a physician group generating seven-figure revenues. Through entity restructuring and deduction optimization, Gelt identified over $450,000 in tax savings for the group, allowing physicians to allocate more time to patient care rather than financial administration.
Yoram Tietz, Chairman of the Board, commented on the development, stating, “Gelt combines advanced technology with licensed expertise to modernize a critical category. The firm is uniquely positioned to reshape how successful physicians and practice owners manage their taxes, delivering clarity, control, and measurable value.”
Gelt positions itself as an AI-native tax firm serving physicians, practice owners, founders, investors, and high earners. The company integrates proprietary AI with professional CPA services to deliver customized tax strategies aimed at optimizing deductions, entity structures, and multi-stream income management. Gelt provides tax technology and professional tax services and does not offer investment or financial advice.
