- Headquarters
- New York
- Employees
- 1–10
- Founded
- 2022
- Business Model
- B2B
- Website
- agent.tax
- Total Funding
- $4.7M
- Rounds
- 1
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 1 funding round and 1 investor for this company. The full record is or through the API.
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.
Tech & App Stack
4 technologies & apps tracked
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Funding History
Investors
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