- Headquarters
- New York
- Employees
- 1–10
- Founded
- 2022
- Business Model
- B2B
- Website
- agent.tax
- Total Funding
- $4.7M
- Last Round
- $4.7M Venture Round
- Rounds
- 1
About
Agent is a tax planning and preparation firm that employs certified public accountants and tax attorneys to help high-net-worth clients navigate the US tax system. The firm provides three core services, filing, planning, and advising, through a dedicated tax advisor available year-round rather than billing by the hour like traditional preparers. Agent serves clients with net worths ranging from $2M to over $500M, including startup founders, venture investors, and private equity investors, with annual memberships priced from $1,500 to $20,000.
Summary
Agent is a Fintech company based in New York, United States, founded in 2022. It has raised $4.7M in total across 1 round. Investors include Fika Ventures.
Sign up to view the funding chart
Create a free account — you'll get 10 credits a month to unlock funding history, valuations, and tech stacks.
Funding History
Unknown
Investors
Similar Companies
Ellie Mae is a leading provider of technology solutions for the mortgage industry.
Ramp provides spend management, corporate cards and accounts payable solutions for businesses.
FNZ is a provider of technology and administration services to the wealth management industry.
Economic infrastructure for the internet.
insightsoftware is a global provider of financial reporting, budgeting, BI, and EPM software solu...
Fund administration services