Alternatives to AI Tax Firm Gelt
The top Fintech companies similar to AI Tax Firm Gelt, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
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TaxAct20FintechCedar Rapids, United StatesOnline tax preparation software for individuals and small businesses.
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H&R Block22Tax PreparationKansas City, United StatesAmerican tax preparation company offering services for individuals and small businesses.
- Website TUTurboTaxFintechSan Diego, United States
Online tax preparation software that simplifies filing taxes for individuals and small businesses.
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Envestnet67FintechChicago, United States$4.5BFinancial technology company providing wealth management solutions and data aggregation.
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Slice63FintechTel Aviv, Israel$17.0MAI-native global equity compliance and management platform for multinational companies.
- Website Hostax7Fintech
AI-powered tax assistant for individuals and businesses, simplifying tax preparation and compliance.
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Abacum57FintechTel Aviv, Israel$224.5MAn FP&A platform empowering finance teams with AI-driven tools for business planning, forecasting, and reporting.
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Hadrius54FintechNew York, United States$2.0MAI compliance automation for registered investment advisors and broker-dealers
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PocketGuard53FintechSan Mateo, United States$10.0MPersonal finance app that helps users track spending, create budgets, and save money.
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Mint51FintechMountain View, United States$32.0MPersonal finance service that helps users track spending, budget, and manage investments.
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Sphere51FintechSan Francisco, United States$23.6MAI-native cross-border compliance engine for global businesses.
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Mosaic51FintechSan Francisco, United States$37.0MStrategic Finance Platform for high-growth SMBs and mid-market companies.
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RIA in a Box51FintechNew York, United States$1.3MProvides compliance and technology solutions for Registered Investment Advisers (RIAs).
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FinBot50FintechTel Aviv, Israel$4.3MCloud-based web application for accounting and tax offices, leveraging AI for workflow automation.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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Skalar45FintechMunich, Germany$12.0MAI tax and accounting startup
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Financial planning and analysis platform for growing businesses.
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Mondra42FintechTel Aviv, Israel$14.1MMondra builds a live digital twin of every food product
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Galdera Labs42FintechStockholm, Sweden$1.5MAI-driven platform for financial modelling.
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Gain41FintechTel Aviv, Israel$12.0MAI-powered platform for personalized financial planning and investment management.
- Website Veritage41Fintech$12.0M
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Femi41FintechTel Aviv, Israel$2.5M - Website
Dynamic Automation40Fintech$1.5MAutomated K-1 extraction, validation, and aggregation for fund-of-funds tax compliance. Deterministic parsing with 99%+ accuracy.
- Website Mfj Tech39FintechTel Aviv, Israel$1.0M
Mfj Tech is developing an AI-powered platform for personalized financial advice and management.
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Wealthsimple Inc.64FintechToronto, CanadaA Canadian fintech company offering investing, trading, and financial planning services.
- Website RORocket Lawyer58LegalTechSan Francisco, United States$358.4M
Online legal services platform providing affordable and simple legal solutions for individuals and businesses.
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Robin Hood pro38FintechTel Aviv, IsraelRetirement portfolio optimization and future planning platform for individuals.
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Simple Life36FintechSan Francisco, United States$38.5MA platform designed to simplify personal finance management and financial planning.
- Website STStandard Money35FintechSan Francisco, United States$8.0M
A blockchain-based digital dollar and yield infrastructure for on-chain traders and savers.
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Olomon35FintechSan Francisco, USA$2.6MBuilding the financial system of record for households.
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Serena34FintechNew York, United States$10.0MOwn serena.ai today. Secure checkout and guided transfer support. No hidden fees.
- Website SESesame34FintechNew York, United States$750.0M
- Website FIFinFlow34FintechTel Aviv, Israel$1.5M
AI-driven personalized financial planning and investment management.
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Finmate34FintechTel Aviv, Israel$1.5MAI-powered financial planning and investment management platform for individuals and businesses.
- Website Goldendawn33Fintech$1.5M
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Prestige Wealth31FintechNew York, United States$161.0MDigital wealth management platform for financial advisors and their clients.
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Ellevest53FintechNew York, United StatesFinancial wellness and investment platform for women, focused on closing the gender pay gap.
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SmartAsset53FintechNew York, United StatesPersonal finance platform providing tools and data to help consumers make smarter financial decisions.
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Monarch Money50FintechSan Francisco, United StatesMonarch Money is a comprehensive platform for managing personal finances, offering tools for tracking, budgeting, planning, and collaborating with partners or professionals.
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betty49FintechPorto, PortugalAn online casino and casual mobile gaming platform targeting underserved female players.
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Bouncetech8FintechAn AI-powered platform that automates tax compliance and filing for global digital businesses.
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Topmst8FintechVietnamVietnamese platform for searching and managing business and individual tax codes, with tax and accounting news.
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Taxlady7FintechAI-powered platform simplifying tax preparation and financial management for freelancers and small businesses.
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Nrinivesh6FintechAsk anything about your India money, tax, moving back, succession, with legal backing.
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Spinwheel41FintechSan Francisco, United States - Website
advisoryai40FintechNew York, United StatesAI-powered tools to automate administrative tasks for financial advisors, paraplanners, and compliance teams.
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EVE-E71LegalTechSan Francisco, United States$47.0MAI-native platform transforming plaintiff law firms to deliver justice.
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Verbit70Contextual Speech RecognitionNew York, United States$584.0MAI-powered transcription and captioning platform delivering enterprise-grade accuracy for legal, education, media, and corporate use cases.
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Intapp70Enterprise SoftwareNew York, United States$200.0MCloud software for professional services firms to manage client relationships and business development.
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PropTiger70ProptechGurugram, India$5.0MOnline real estate platform for property search, home loans, and legal services in India.
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Moneta V AI Management35FintechTel Aviv, IsraelAI-powered financial management platform for creators and small businesses.
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ENTER69LegalTechSão Paulo, Brazil$140.5MAI agents for mass litigation, automating legal defenses for large companies in Brazil.
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Alleviate Labs34FintechSan Francisco, United StatesTake control of your debt and start building wealth with expert financial solutions.
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Gemina33FintechTel Aviv, IsraelGemina is an Invoice OCR, that extracts data from your invoices and other financial documents. This developer-friendly API helps accounting services to automate Data Entry with phenomenal accuracy.
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Hebbia67Agentic AINew York, United States$100.0MHebbia is an AI platform for knowledge work, automating complex tasks for finance, law, and Fortune 500 companies.
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Payload31FintechCincinnati, United StatesEmbedded payments platform that allows businesses to integrate payment processing directly into their existing software, focusing on making payments invisible and seamless for users.
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Vena Solutions65FP&A SoftwareNew York, United States$445.0MAI-powered Complete FP&A Platform natively integrated with Microsoft technology for planning, collaboration, and growth.
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Darrow64LegalNew York, United States$59.0MAI-powered justice intelligence platform for identifying and valuing legal claims.
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Flare64LegalTechEncinitas, United States$52.3MSoftware platform simplifying professional services delivery, focusing on legal tech with AI-powered client updates and workflow automation.
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