Name
1
Anrok
2
Collective
3
Loc.tax
4
ProperLot
5
Curb Appeal
6
Valur
7
Flock Homes
8
Earnr
9
Mainstreet
10
yearend.
11
Claimer
12
Inovat
13
Keeper Tax
14
Zeni
15
neo.tax
16
Benepass
17
taxProper
18
Incentify
19
Prophit.ai
20
Refund Giant
21
Reconcile
22
TaxTaker
23
MaxTax
24
TaxBit
25
Koinly
26
Ardius
27
Refundit
28
Tokentax
29
ModernTax
30
RDvault
31
Catch
32
Abound
33
Refundo
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Website
Year Founded
HQ Country
Latest Round Type
Last Round Date
Last Round Size
Total Funding Raised
Investors
Product Category
Tax Category
Target Customers
https://anrok.com/
2020
United States
Seed Round
June 14, 2021
$4,300,000
$4,300,000
Sequoia Capital
Index Ventures
Tax Management
Tax Compliance
Tax Saving
Sales Tax
SaaS Companies
B2B
https://www.collective.com/
2020
United States
Series A
May 12, 2021
$20,000,000
$28,700,000
Gradient Ventures
QED Investors
General Catalyst
Tectonic Capital
Back Office
Tax Saving
Business Formation
Agnostic
Self-employed People
B2B
B2C
https://www.loc.tax/
2020
United Kingdom
Seed Round
February 18, 2021
$3,600,000
$3,600,000
Cavalry Ventures
Seedcamp
Tax Management
Agnostic
Businesses
B2B
https://properlot.com/
2020
United States
Unfunded
Tax Saving
Property Tax
Property Owners
B2C
https://www.curbappeal.tax/home
2020
United States
Unfunded
Tax Saving
Property Tax
Property Owners
B2C
https://www.valur.io/
2020
United States
Unknown
Tax Saving
Tax Optimization & Filing
Income Tax
Consumers
B2C
https://www.flockhomes.com/
2020
United States
Seed Round
Box Group
Susa Ventures
Tax Saving
Property Tax
Property Owners
https://www.earnr.co.uk/
2020
United Kingdom
Unknown
Tax Saving
Tax Optimization & Filing
Income Tax
Self-employed People
B2C
https://www.mainstreet.com/
2019
United States
Series A
March 8, 2021
$60,000,000
$62,700,000
SignalFire
Gradient Ventures
Blue Ivy Ventures
Moxxie Ventures
Backend Capital
Tusk Venture Partners
Alumni Ventures Group
Tax Saving
Tax Credits Claim
Tax Credits
Startups
B2B
https://yearend.com/
2019
United States
Acquired
March 16, 2020
$1,500,000
$1,500,000
Y Combinator
Gradient Ventures
Soma Capital
Elysium Venture Capital
Daintree.VC
Tax Optimization & Filing
Agnostic
Startup Equity Tax
Startup Employees
B2B
B2B2C
B2C
https://www.claimer.com/
2019
United Kingdom
Seed Round
March 20, 2020
$416,355
$416,355
TrueSight Ventures
Tax Saving
Tax Credits Claim
Tax Credits
R&D Credits
Businesses
B2B
https://inovat.tax/
2019
United Kingdom
Unknown
Tax Refund
Tourist Sales Tax
Tourists
B2C
https://www.keepertax.com/
2019
United States
Series A
April 29, 2021
$13,000,000
$15,800,000
Matrix Partners
Foundation Capital
Soma Capital
Y Combinator
Headline
Tax Saving
Tax Optimization & Filing
Agnostic
Freelancers
Contractors
Self-employed People
B2C
https://www.zeni.ai/
2019
United States
Series A
March 9, 2021
$11,500,000
$13,500,000
Sierra Ventures
SVB Financial Group
Liquid 2 Ventures
Twin Ventures
Firebolt Ventures
Digital CFO
Tax Credits Claim
Tax Credits
R&D Credits
Businesses
Startups
B2B
https://neo.tax/
2019
United States
Seed Round
June 30, 2020
$3,000,000
$3,000,000
Lux Capital
Uncork Capital
HOF Capital
Floodgate
Tax Saving
Tax Credits Claim
Tax Credits
R&D Credits
Startups
B2B
https://www.getbenepass.com/
2019
United States
Seed Round
April 20, 2020
$2,500,000
$2,650,000
Y Combinator
Gradient Ventures
Soma Capital
Polymath Capital
Elysium Venture Capital
AltaIR Capital
Tax Credits Claim
Employee Benefits
Tax Credits
Startups
Businesses
B2B
B2B2C
https://www.taxproper.com/
2019
United States
Seed Round
June 6, 2020
$2,000,000
$2,150,000
Y Combinator
Khosla Ventures
Global Founders Capital
Clocktower Technology Ventures
Tax Saving
Property Tax
Property Owners
B2C
https://www.getincentify.com/
2019
United States
Corporate Round
September 15, 2020
$4,300,000
$4,300,000
Ryan, LLC
Tax Saving
Tax Credits Claim
Tax Credits & Incentives
Tax Credits
Employee Retention Credits
Businesses
B2B
https://prophit.ai/
2019
United States
Pre-Seed Round
January 15, 2020
$50,000
$75,000
Acceleprise
Right Side Capital Management
Innovation Fund Northeast Ohio
Tax Saving
Tax Compliance
Sales Tax
Businesses
B2B
https://www.refundgiant.com/
2019
United Kingdom
Seed Round
March 22, 2020
Y Combinator
Creator Fund
Tax Refund
Tourist Sales Tax
Tourists
B2C
https://www.getreconcile.com/
2019
United States
Unknown
Tax Management
Tax Optimization & Filing
Capital Gains Tax
Retail Investors
https://www.taxtaker.com/
2018
United States
Unknown
Tax Saving
Tax Credits Claim
Tax Credits
R&D Credits
Startups
B2B
Businesses
https://www.maxtax.io/
2018
United Kingdom
Unknown
Tax Optimization & Filing
Tax Saving
Agnostic
Self-employed People
B2C
https://taxbit.com/
2018
United States
Series A
January 7, 2021
$100,000,000
$105,750,000
Original Capital
Tiger Global Management
PayPal Ventures
Galaxy Digital
Album VC
Collaborative Fund
Global Founders Capital
TTV Capital
Coinbase Ventures
Winklevoss Capital
Tax Compliance
Tax Management
Tax Optimization & Filing
Crypto Tax
Retail Investors
Institutional Investors
B2B
B2C
https://koinly.io/
2018
United Kingdom
Unknown
Tax Compliance
Tax Management
Tax Optimization & Filing
Crypto Tax
Retail Investors
Institutional Investors
B2B
B2C
https://ardius.com/
2018
United States
Acquired
Tax Saving
Tax Credits Claim
Tax Credits
R&D Credits
Startups
B2B
Businesses
https://refundit.tax/
2017
Israel
Series A
November 14, 2019
$9,800,000
$12,300,000
Amadeus
Portugal Ventures
Tax Refund
Tourist Sales Tax
Tourists
B2C
https://tokentax.co/
2017
United States
Unknown
Tax Compliance
Tax Management
Tax Optimization & Filing
Crypto Tax
Retail Investors
Institutional Investors
B2B
B2C
https://www.moderntax.io/
2017
United States
Seed Round
February 1, 2020
$1,100,000
$1,550,000
AltaIR Capital
Right Side Capital Management
Upfront Ventures Community Fund
I2BF Global Ventures
Tax Management
Tax Optimization & Filing
API
Agnostic
FinTech Companies
Banks
B2B
https://rdvault.co.uk/
2017
United Kingdom
Unknown
Tax Saving
Tax Credits Claim
Tax Credits
R&D Credits
Startups
B2B
Businesses
https://catch.co/
2017
United States
Series A
June 10, 2021
$11,000,000
$17,600,000
Urban Innovation Fund
Khosla Ventures
Kindred Ventures
Nyca Partners
Indicator Ventures
Loup Ventures
Tax Compliance
Tax Optimization & Filing
Income Tax
B2C
Freelancers
https://www.withabound.com/
2015
United States
Seed Round
January 28, 2021
$6,000,000
$6,650,000
Point72 Ventures
Moderne Ventures
500 Startups
nbkc bank
Envestnet Yodlee Incubator
Tax Management
Tax Optimization & Filing
API
Agnostic
FinTech Companies
Banks
B2B
https://refundo.com/
2011
United States
Unknown
Tax Refund
Tax Optimization & Filing
Agnostic
Businesses
B2B
33 records

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