Overview

• Gelt closed a $13 million Series A, bringing total funding to $21.2 million from backers including Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners.
• Yoram Tietz, a former EY managing partner and current senior advisor at General Atlantic, was appointed chairman of the board.
• The company says it will expand healthcare‑focused offerings for physicians and practice owners, recruit senior CPAs, and pursue new capabilities while targeting healthcare, real estate, and financial services markets.
• Gelt describes a proprietary platform powered by 17 specialized AI agents that deliver year‑round tax optimization with tools such as a reasonable‑salary calculator to support audits and compliance.
• The firm cites company‑reported results, including margin expansion to a 55–66% range and client case studies showing more than $450,000 in savings for a physician group and over $100,000 in a separate S‑Corp restructuring example.