Gelt Raises $21.2M to Expand AI-Powered Tax Solutions for Healthcare Practices and Physicians

What You Should Know:

–   Gelt, the first AI-native tax firm for high-earning professionals and the Top 1% in the U.S., today announced it has raised $21.2 million in total funding from leading global investors, including Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners. 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 healthcare-focused services by bringing AI-powered tax strategies and specialized CPA teams to physicians and practice owners navigating increasingly complex financial realities.

AI-native tax firm delivers personalized strategies that go beyond compliance to optimize wealth and protect income

Gelt, the AI-native tax firm purpose-built for physicians, practice owners, founders, investors, and high earners, today announced new funding to expand its specialized tax solutions for healthcare professionals. By combining proprietary AI with elite CPAs, Gelt provides tailored strategies that optimize deductions, streamline entity structuring, and simplify multi-stream income management—giving clients year-round clarity and stronger financial outcomes.

Unlike traditional firms that focus on last-minute filings, Gelt delivers proactive, evidence-based strategies throughout the year. The platform integrates intelligent tax technology with seasoned professionals, enabling physicians to protect assets, minimize tax exposure, and focus on patient care rather than paperwork.

Expanding Healthcare-Focused Service Lines

With its new capital, Gelt is launching services tailored to the needs of medical professionals:

Continuous tax optimization instead of last-minute filing scramblesCustomized entity structuring (S-Corp, C-Corp, LLC) to reduce burdens and safeguard assetsRetirement and wealth-building strategies designed for practice ownersDedicated healthcare CPAs with deep expertise in physician groups and medical partnerships

Doctors routinely face the highest federal tax brackets (currently 37%), alongside complex practice expenses, SALT considerations, and succession planning. Without specialized guidance, these challenges can erode income and retirement prospects.

“Doctors should be focused on patient care, not scrambling through tax season,” said Tal Binder, founder and CEO of Gelt. “Our mission is to simplify the most complex tax scenarios—whether for W-2 high earners or multi-location practices—by pairing AI precision with elite CPAs who know healthcare inside and out.”

In 2024–2025, Gelt partnered with a physician group generating seven-figure revenues. By restructuring their entity and optimizing deductions, the firm identified more than $450,000 in tax savings—freeing physicians to spend less time on financial management and more time with patients.