Gelt
FOUNDING YEAR
-
NUMBER OF EMPLOYEES
-
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Gelt
Gelt is a tech-enabled tax company providing tax compliance, strategy, and planning services for HNWI, closely-held businesses, and investors. While we streamline the compliance process, our focus is personalized tax strategy and planning for businesses and shareholders - allowing our clients to pay the least amount of taxes legally possible.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
Clients who would be a good fit
Business owners (>$200k / year in profit) High income individuals (>$200k / year in income)
HNWI (>$5m in assets)
Investors (real estate, alternative investments - PE, private businesses, solar, etc.)
Tech founders (we will usually take both the tech company and the founders to optimize all of them)
HNWI (>$5m in assets)
Investors (real estate, alternative investments - PE, private businesses, solar, etc.)
Tech founders (we will usually take both the tech company and the founders to optimize all of them)
Disclaimer
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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
