Tax optimization platform for high-net-worth individuals and business owners
Gelt pairs CPA expertise with a full-stack application (NestJS, Node.js, TypeScript, Vue, PostgreSQL, MongoDB on AWS) to automate tax planning for HNWIs and small-business owners. The hiring mix—three finance roles alongside two engineers and two sales—reflects a services-led model scaling toward product. Active work on tax models, client onboarding, and diagnostic APIs signals a shift from pure advisory toward a repeatable, software-driven delivery model.
Gelt delivers tax strategy and planning services to high-net-worth individuals, business owners, and investors, combining licensed CPAs with proprietary software to identify deductions and optimize tax structures. The firm operates from Miami and is hiring across finance, engineering, and sales—accelerating recent hiring velocity. Product work centers on building client-facing applications, APIs for tax diagnostics, and a scalable onboarding engine, with internal focus on workflow automation and fault-tolerant infrastructure to support growth.
Gelt's backend runs on NestJS and Node.js with TypeScript, using PostgreSQL and MongoDB for persistence on AWS. The front end uses Vue. Sales and operations run on HubSpot and Salesforce.
Gelt is developing tax models, building client-facing applications and APIs, scaling an onboarding engine, and creating diagnostic and insights systems. Recent work focuses on validating tax software and improving the client experience.
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