Gelt Raises $13M Series A to Expand AI-Powered Tax Solutions for Real Estate Investors

Miami, FL - September 30, 2025 - Gelt [https://www.joingelt.com/], the first AI-native tax firm for investors and the Top 1% in the U.S., today announced it has raised $13 million in Series A [https://www.businesswire.com/news/home/20250930325477/en/Gelt-the-First-AI-Native-Tax-Firm-Raises-%2413M-in-Series-A-Funding-to-Transform-Tax-Strategy-Into-Year-Round-Wealth-Optimization], bringing its total funding to $21.2 million. Global investors, 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 real estate-focused tax services, bringing AI-powered strategies and specialized CPA teams to investors navigating one of the most complex tax environments in the U.S.

With its new funding, Gelt is building out service lines specific to commercial and residential real estate activity, including:

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Optimized entity structures to maximize depreciation benefits and shield liability.

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Proactive guidance on 1031 exchanges and capital gains deferral strategies.

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Year-round planning to avoid SALT pitfalls and passive activity limitations.

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Specialized CPA hires with deep expertise in real estate taxation, REPS (real estate professional status), and estate planning for generational portfolios.

Why Real Estate Investors Need a New Model

From rental income and development profits to long-term capital gains, real estate investors face a uniquely intricate tax code. Entity choice, such as a Partnership, REIT, or S-Corp, has lasting implications on liability and efficiency. On top of that, accelerated depreciation, passive loss management, and 1031 exchanges are powerful wealth-building tools that are often mismanaged.

"Real estate is one of the most tax-advantaged asset classes, but only if managed with precision," said Tal Binder, founder and CEO of Gelt. "Our mission is to help investors unlock every available benefit while avoiding the costly mistakes of reactive, once-a-year filing. With AI and elite CPAs, we're giving investors clarity, control, and compounding value year-round."

In recent engagements, Gelt helped investors restructure portfolios to leverage accelerated depreciation and entity optimization, producing six-figure tax savings while aligning structures for long-term estate planning.

About Gelt

Gelt is the AI-native tax firm for investors, founders, 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 http://joingelt.com.

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