For physicians, every hour counts. Between managing patients, paperwork, and rising operational costs, few have the time or energy to navigate the complex world of taxes.
But for Tal Binder, founder and CEO of Gelt, that problem looked less like an inevitability and more like an opportunity. His Miami-based startup just raised $13 million in Series A funding to prove that with the right mix of technology and expertise, even the most complicated tax situations can be simplified.
Binder launched Gelt with the goal of taking the stress out of tax season for high-earning professionals, starting with those in healthcare.
“Doctors should be focused on patient care, not scrambling through tax season,” he said in a statement. “Our mission is to simplify the most complex tax scenarios for physicians, whether they’re W-2 high earners or managing multi-location practices. With elite CPAs and proprietary AI, we help physicians protect their income, plan for retirement, and build long-term wealth.”
The Series A – led by global investors including Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners – brings Gelt’s total funding to $21.2 million. It also comes with a notable addition to its leadership: Yoram Tietz, former Managing Partner at EY and now Senior Advisor at General Atlantic, joins as Chairman of the Board.
“Gelt combines advanced technology with licensed expertise to modernize a critical category,” Tietz said. “The firm is uniquely positioned to reshape how successful physicians and practice owners manage their taxes, delivering clarity, control, and measurable value.”
That clarity and control come at a time when it’s sorely needed. Many doctors fall into the highest federal tax bracket and face additional complexity when operating as business owners. The wrong entity structure or overlooked deduction can mean leaving tens or even hundreds of thousands of dollars on the table each year. Add state-specific SALT rules, rising practice expenses, and succession planning, and it’s easy to see how tax planning becomes an afterthought.
But Gelt’s approach flips that script. Instead of a once-a-year rush to file, the firm provides year-round optimization, entity structuring advice, and retirement and wealth-building strategies tailored to medical professionals. Binder’s team of specialized CPAs blends AI-driven insights with hands-on guidance, ensuring doctors are compliant.
In one recent example, Gelt worked with a physician group generating seven-figure revenues. By restructuring their entity and fine-tuning deductions, the firm uncovered more than $450,000 in savings.
That combination of technology, transparency, and trust has helped Gelt carve out a niche in a market where many professionals still rely on traditional tax services. And while the company is doubling down on healthcare, its broader mission extends to founders, investors, and high earners who want more than one-size-fits-all compliance.
Pictured at top of post: Tal Binder, CEO & Founder
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