About CereTax
CereTax is a Technology company based in Alpharetta (United States) founded in 2021. A tax management platform is offered for business operations. CereTax has raised $26.91 million across 3 funding rounds from investors including S3 Ventures, Wild Basin Investments and Leaders Fund. CereTax offers products and services including Sales Tax Solution, P2P, and SmartExempt. Its focus areas include FinTech, Finance & Accounting Tech, Accounting Solutions and Record to Report.
Company details
CereTax was established in 2021 and is headquartered in Alpharetta, United States. Tax management solutions are provided by the company within the financial technology sector. Services include sales tax automation, reporting tools, and analytics features designed for businesses. Operations focus on streamlining compliance and fiscal processes across various enterprise needs.
- Headquarters Alpharetta, United States
- SectorsTechnology
- Website ceretax.com
- Social LinkedIn X
- Total Equity Funding$26.91M (USD)
in 3 rounds
- Latest Funding Round$7.91M (USD), Series A
Apr 2025
- InvestorsS3 Ventures
& 2 more
Products & Services of CereTax
CereTax offers a comprehensive portfolio of products and services, including Sales Tax Solution, P2P, and SmartExempt.
Software for calculating and managing sales taxes accurately.
Handles tax processing for peer-to-peer transactions efficiently.
Automates exemption certificates and compliance checks.
Funding Insights of CereTax
CereTax has successfully raised a total of $26.91M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $7.91 million completed in April 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $26.91M
- Total Rounds 3
- Last Round Series A — $7.91M
- First Round $10M
(Aug 2022)
- Investors Count 3
All 3 funding rounds of CereTax with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2025 | $7.91M | Series A | – | – | – |
| Jul 2024 | $9M | Series A | – | S3 Ventures, Wild Basin Investments | – |
| Aug 2022 | $10M | Seed | – | Leaders Fund | – |
3 investors in total: 3 institutional.
Investors in CereTax
CereTax has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include S3 Ventures, Wild Basin Investments and Leaders Fund.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital investments are provided to Texas-based startups. | 2005 | s3vc.com | Austin, United States | |
Early-stage tech and life sciences focused family office firm investing in the US | wildbasininv.com | Austin, United States | ||
Investments in tech startups are made by Leaders Fund. | leaders.vc | Toronto, Canada |
Investor details for CereTax
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of CereTax
7 people are tracked at CereTax (6 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Peter May | Director of Marketing | Leadership |
Mike Sanders | Chief Executive Officer | Leadership |
Moshe Weingarten | Vice President, Product Strategy | Leadership |
Brent Reeves | Chief Revenue Officer (CRO) | Leadership |
Evan McLean | Director Of Sales | Leadership |
Kelly Davis | Director, Business Development | Leadership |
Eric Schaefer | Sales Engineer, Technical Lead Telecom & Energy | Team |
Complete people profiles for CereTax
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of CereTax
3 dated milestones of CereTax across 4 years, from founding to its latest funding, stage changes and deals.
- Founded CereTax is founded.
- Funding First funding round of $10.0M.
- Funding Latest funding round, Series A, of $7.9M.
Web traffic of CereTax
The website of CereTax (ceretax.com) receives about 3K visits a month.
- Monthly visits3K
▼ 7.9% vs previous month
Top companies in Finance & Accounting Applications
3 companies that operate in the same segment as CereTax (Finance & Accounting Applications) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 3,108 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 |
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Related news about Ceretax
Complete news archive for CereTax
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Frequently Asked Questions about CereTax
CereTax was founded in 2021 and raised its 1st funding round 1 year after it was founded.
CereTax is headquartered in Alpharetta, United States. It is registered at Alpharetta, Georgia, United States.
CereTax is a funded company, having raised a total of $26.91M across 3 funding rounds to date. The company's 1st funding round was a Seed of $10M, raised on Aug 2022.
CereTax was established in 2021 and is headquartered in Alpharetta, United States. Tax management solutions are provided by the company within the financial technology sector. Services include sales tax automation, reporting tools, and analytics features designed for businesses. Operations focus on streamlining compliance and fiscal processes across various enterprise needs.
CereTax offers Sales Tax Solution, P2P, and SmartExempt.
CereTax has 3 investors. Key investors include S3 Ventures, Wild Basin Investments, and Leaders Fund.