69 Best Tax Planning Startups to Watch in 2025

The Definitive Seedtable Ranking of Tax Planning Startups

We track 71,000+ companies and rank them dynamically using our Seedtable Score – a score that uses quantitative and qualitative data points to signal the momentum behind a company. We then monitor the list manually leveraging our expertise as founders and investors.

There are 185 start-ups with an aggregate funding of $12.2b. The average funding per company in this subset is $176.7m.

Last update to the database: Jul 29, 2025. See changelog.

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15

Funding Rounds

$3.2b

Money raised

Bolt, previously Taxify, is a technology start-up and developer of an on-demand transportation platform.

Location:

Key people:

5

Funding Rounds

$375.0m

Money raised

Zocdoc is a company an online medical care appointment booking service.

6

Funding Rounds

$39.7m

Money raised

Also known as the Daily Muse, The Muse is a company developing an online career platform that provides job listings and career advice to people. It participated in the W12 cohort of Y Combinator. It was founded in 2011 and is located in New York City, New York.

9

Funding Rounds

$5.1m

Money raised

Stottler Henke is a San Mateo, California-based company founded in 1988.

2

Funding Rounds

$62.0m

Money raised

ClearTax is a financial technology company providing solutions for income tax filing, GST and mtual fund investments. It participated in the S14 cohort of Y Combinator.

10

Funding Rounds

$36.3m

Money raised

Chronicled is a blockchain company founded by Ryan Orr, Samantha Radocchia, Maurizio Greco and David Aho.

31

Funding Rounds

$1.5b

Money raised

Marketplace for essential work and AI-powered workforce management provider.

Location:

Key people:

15

Funding Rounds

$147.0m

Money raised

Brightpearl is an omnichannel retail management platform for inventory management, order processing and fulfilment, contact relationship management, and accounting automation.

5

Funding Rounds

$261.3m

Money raised

Tech company solving bookkeeping for startups and small businesses

Location:

Key people:

10

Funding Rounds

$2.5b

Money raised

Tipalti automates the way companies pay suppliers, partners, publishers and employees with cloud-based solutions which addresses all phases of the payables workflow.

Key people:

5

Funding Rounds

$105.6m

Money raised

CleverTap is a software company offering a customer lifecycle and engagement platform as a mobile marketing suite.

7

Funding Rounds

$335.8m

Money raised

TaxBit is a Draper, Utah-based company developing software that automates the calculations required for crypto tax reporting.

5

Funding Rounds

$38.8m

Money raised

A software company offering a mobile application for managing tax-free 529 education saving plans.

3

Funding Rounds

$51.5m

Money raised

Career Karma offers a platform to discover peers, coaches and mentors to accelerate an individual's career. Career Karma helps people find career advice and job training to navigate their careers. Career Karma is the easiest way to find a job training program online. We help over 2.5 million workers navigate their careers.

Key people:

3

Funding Rounds

$23.7m

Money raised

Entelo is a San Francisco-based company founded in 2011 by Jon Bischke.

1

Funding Rounds

$5.8m

Money raised

Made of Air is a carbon storage company converting captured carbon into biomass and biochar for negative emissions products.

Location:

Key people:

2

Funding Rounds

$6.8m

Money raised

Xola is a San Francisco-based company founded in 2011 by J. Scott Zimmerman.

9

Funding Rounds

$827.1m

Money raised

Operator of an on-demand transit company designed to provide car pooling services. The company's platform dynamically matches passengers with available seats, instead of entire vehicles, creating a virtual bus service, while keeping trip durations similar to a private taxi, enabling passengers to be picked up and dropped off in a continuous stream, without taking riders out of their way to accommodate other passengers.

Location:

Key people:

1

Funding Rounds

$60.0m

Money raised

TaxJar is the leading technology solution for busy eCommerce sellers to manage sales tax and is trusted by more than 10,000 businesses and developers. We were founded to help eCommerce merchants spend less time on sales tax and more time growing the businesses they love. We're passionate about creating simple solutions and leveraging technology to solve complicated sales tax issues. We're a lean distributed team that knows first-hand the sales tax challenges we're working to resolve. We're lean, but experienced. We've started our own businesses, sold successful companies (a few in the tax and accounting space), been part of IPO's, worked at fortune 500s and have even resold hundreds of designer shoes on eBay from the garage. We get it. Sales tax isn't fun and that's why we made TaxJar. We all work remotely from wherever we work best for each team member. For most of us, that's home. For others, that may be a local coffee shop or a summer vacation house. The only requirement is that we're working from a place with WiFi, and we're able to get our work done. We talk all day over Flowdock and each of our teams have separate rooms to discuss what's necessary. We're a happy TaxJar team and we all really love what we do. We've created a space where high-achievers can succeed, but are also safe to fail. We're profitable and focused on growing TaxJar sustainably. We're always learning how to make TaxJar the best place to work for all of us, and not just another tech start-up. We're always looking for an amazing new teammates to come share in the excitement of solving real-world problems with technology.... and we're hiring!

1

Funding Rounds

BEAMSTART is a Startup Accelerator and online platform for Startup News, Business Networking, and Entrepreneurial Resources founded in 2016 by Kenneth Ho, Wallace Ho, and Benjamin Tan.

5

Funding Rounds

$436.6m

Money raised

Open-source enterprise resource planning (ERP) software provider.

3

Funding Rounds

$5.8m

Money raised

Doostang is a New York City-based company founded in 2005.

2

Funding Rounds

$175.0m

Money raised

Taxify is an international transportation network company.

Location:

Key people:

5

Funding Rounds

$200.0k

Money raised

Ario is a Norfolk, Virginia-based company founded in 2016 by Jacob Galito.

6

Funding Rounds

$178.0m

Money raised

SilkRoad Technology is a Chicago-based company founded in 2003 by Andrew Filipowski.

3

Funding Rounds

$164.1m

Money raised

SaaS platform providing smart property management solutions for landlords and property managers.

6

Funding Rounds

$73.1m

Money raised

Cordial is the cross-channel messaging and data platform for customer-obsessed brands.

Location:

Key people:

7

Funding Rounds

$198.4m

Money raised

Mavenlink is a company founded in 2008.

1

Funding Rounds

$3.3m

Money raised

Untapt — is a A software company offering a recruiting platform enhanced wth deep learning algorithms.

2

Funding Rounds

$1.3m

Money raised

Modern financial planning, financial wellness, and financial coaching.

Location:

Key people:

2

Funding Rounds

$12.8m

Money raised

The Neat Company is a company founded in 2002.

3

Funding Rounds

$170.0m

Money raised

AI-powered control centre provider for accounts payable teams.

Location:

Key people:

3

Funding Rounds

$49.0m

Money raised

BranchOut is a San Francisco-based company founded in 2010.

3

Funding Rounds

$33.8m

Money raised

ForUsAll is a San Francisco-based retirement planning and wealth management company offering retirement plans for small and medium sized businesses.

4

Funding Rounds

$6.0m

Money raised

Utrip is a Seattle-based company founded in 2012 by Gilad Berenstein, Edan Shahar and Yair Berenstein.

1

Funding Rounds

$9.0m

Money raised

EnHatch is a company founded in 2010 by Peter Verrillo, Ed Paulosky and Michael Phipps.

1

Funding Rounds

$985.0k

Money raised

Remedly is a San Francisco, California-based appointment scheduling software offering practice management, patient portals, electronic health records, analytics and reporting, marketing, and revenue cycle management solutions for the healthcare industry.

5

Funding Rounds

$15.6m

Money raised

Everplans is a company offering end of life planning services founded in 2010 by Adam Seifer.

Key people:

4

Funding Rounds

$1.8m

Money raised

PlateJoy is a company providing an online service for customizing meal plans, grocery lists and optional grocery delivery service.

2

Funding Rounds

$18.0m

Money raised

Openbravo is a platform offering open source business management applications founded in 2006 by Name.

6

Funding Rounds

$70.4m

Money raised

SourceDay is an Austin, Texas-based company founded in 2013 by Tom Kieley.

Location:

Key people:

2

Funding Rounds

$69.0m

Money raised

Hailo is a London-based company founded in 2011.

2

Funding Rounds

$18.0m

Money raised

Sefaira is a London-based software company developing software for energy efficiency and management in buildings.

Location:

Key people:

2

Funding Rounds

$35.5m

Money raised

WorkStep is a San Francisco-based company founded in 2017 by Dan Johnston.

Location:

Key people:

4

Funding Rounds

$318.0m

Money raised

Operator of a bike taxi booking platform designed to encourage people to offer bike rides to other people. The company's bike taxi booking platform helps to book a bike ride with just two taps with helmets and shower caps to make the experience smoother and hygienic and economical and transparent fares, enabling users to experience the most affordable and fun commute option in the city.

1

Funding Rounds

$150.0k

Money raised

UrbanLogiq is a company founded in 2016 by Herman Chandi, Arvinder Kang, Arun Dawit and Mark Masongsong.

1

Funding Rounds

Rainbird is an artificial Intelligence company founded in 2013 by Ben Taylor.

1

Funding Rounds

$44.0m

Money raised

Saturn is an upcoming social media company.

Location:

Key people:

4

Funding Rounds

$11.0m

Money raised

LumaTax is a company founded in 2016 by Robert Schulte.

Location:

Key people:

4

Funding Rounds

$32.7m

Money raised

Rheaply is a company founded in 2015 by Garry Cooper, Tyler Skelton and Peter Tucker.

Key people:

4

Funding Rounds

$42.0m

Money raised

Formerly Transitmix, Remix is a company providing a planning platform for public transit. It participated in the W15 cohort of Y Combinator.

1

Funding Rounds

$2.0m

Money raised

Foradian Technologies is a provider of ERP enterprise software solutions for education institutions.

1

Funding Rounds

$4.3m

Money raised

Veeqo is a company founded in 2013.

3

Funding Rounds

$3.6m

Money raised

Single platform for all your tax jobs and responsibilities

5

Funding Rounds

$6.4m

Money raised

Imperative is a Seattle-based company founded in 2019 by Arthur Woods.

2

Funding Rounds

$60.0m

Money raised

A company offering a platform for health, legal, funeral, and other end of life planning services.

Key people:

5

Funding Rounds

$4.3m

Money raised

Cloudsnap is an Austin, Texas-based company founded in 2018 by Colin Loretz, Chris Yoder and Rick Barkley.

3

Funding Rounds

$107.1m

Money raised

One Concern is an artificial Intelligence company founded in 2015 by Timothy Frank, Nicole Hu, Ahmad Wani, Eamon Jubbawy and Husayn Kassai.

Key people:

1

Funding Rounds

$8.0m

Money raised

WhereTo is a San Francisco-based company.

2

Funding Rounds

Fulfil.IO empowers online retailers with tools to unify and automate operations while focusing on providing the best customer experience.

1

Funding Rounds

$34.3m

Money raised

Phocas Software develops software solutions for companies data, including business intelligence platforms and dependent on industry.

Location:

Key people:

1

Funding Rounds

IFS is a company founded in 1983.

2

Funding Rounds

$1.9m

Money raised

Classlife Education reimagines the online campus experience with an all-in-one education management platform for schools and corporate learning.

1

Funding Rounds

$50.0k

Money raised

everbill is a company founded in 2012 by Michael Kunz, Harald Trautsch, Gerald Aichholzer and Robert Beisteiner.

Key people:

1

Funding Rounds

$4.0m

Money raised

Mosaic is a SaaS platform that maximizes efficiency and profitability by automating the planning, management, and tracking of time.

2

Funding Rounds

$160.0m

Money raised

Deskera is a cloud-based business software provider of Integrated Business Applications as a Service (BAaaS).

1

Funding Rounds

Talent Connect Platform that matches college talents with career opportunities.

2

Funding Rounds

$730.0k

Money raised

PROCESIO is made for organizations and individuals that face the challenge of building custom automation and integration or of processing data in a variety of industries, including in highly niched scenarios.

3

Funding Rounds

$16.0m

Money raised

Everest Software is a company founded in 2024 by Sanjay Shah.

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