K1x

Chicago, United States Founded: 2022 • Age: 4 yrs
Provider of AI-powered automation software for K-1, K-3, and 990 tax reporting
Annual revenue - Latest available
Total funding $35.0M 3 rounds
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

About K1x

K1x is a company based in Chicago (United States) founded in 2022 by Geralyn Hurd and Neal Schneider. K1x has raised $35 million across 3 funding rounds from investors including Edison Partners. K1x offers products and services including K1 Aggregator, K1 Creator, and 990 Tracker. K1x operates in a competitive market with competitors including HubSync, SurePrep, TaxModel, SmartWiz and LittleNewt, among others.

  • Headquarter Chicago, United States
  • Founders Geralyn Hurd, Neal Schneider
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name K1x, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $35 M (USD)

    in 3 rounds

  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
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Products & Services of K1x

K1x offers a comprehensive portfolio of products and services, including K1 Aggregator, K1 Creator, and 990 Tracker.

Product name locked
Category locked
Primary

Automates receipt and digitization of K-1 forms for tax data.

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Automates digital production of K-1 packages and allocations.

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Streamlines IRS-approved e-filing for 990 forms and reporting.

People of K1x

Headcount 10-50
Employee Profiles 25
Board Members and Advisors 3
Employee Profiles
People
Yun Ma
CFO
People
Scott Turner
SVP, Marketing
People
Louis Laneve
Senior Vice President Of Sales And Partnerships
People
Jeremy Felts
Enterprise Account Executive

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Board Members and Advisors
people
Jennifer Lee
Board Member
people
David Eisner
Board Member
people
Josh Linkner
Board Member

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Funding Insights of K1x

K1x has successfully raised a total of $35M across 3 strategic funding rounds. 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.

Investors in K1x

K1x has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Edison Partners.

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Venture Fund
Investor Description Founded Year Domain Location
Provider of a growth equity firm for adaptive and personalized plans
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Investor details for K1x

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by K1x

Investments
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Investment portfolio details for K1x

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  • Transaction dates
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Financial Statements - K1x

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Detailed financials for K1x

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  • Profit trends
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K1x Comparisons

K1x Primary company
Description
Provider of AI-powered automation software for K-1, K-3, and...
Location
Chicago, United States
Founded Year
2022
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for K1x

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of K1x

K1x operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as HubSync, SurePrep, TaxModel, SmartWiz and LittleNewt, among others.

Company Name Domain Founded year HQ Location Description
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Software-based taxation solutions platform for tax professionals
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Provider of tax automation software
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Tax workflow solutions for professionals
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Tax software is utilized by professionals for client tax management.
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AI-driven software for tax preparation and practice management is provided.
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Detailed competitors of K1x

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Latest news on K1x

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Complete news archive for K1x

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Frequently Asked Questions about K1x

K1x was founded in 2022.

K1x is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.

John LaMancuso is the current CEO of K1x.

K1x is a funded company, having raised a total of $35M across 3 funding rounds to date.

Provider of AI-powered automation software for K-1, K-3, and 990 tax reporting. This software automates the receipt and production of K-1s, streamlining the process for both investors and advisors. It also offers automated 990 exempt reporting and filing, including e-filing capabilities. The platform integrates with various other software solutions and provides support, training, and onboarding services. The software aims to reduce manual effort, costs, and risks associated with alternative investment tax compliance.

K1x's top competitors include HubSync, SurePrep and Taxware Systems.

K1x offers K1 Aggregator, K1 Creator, and 990 Tracker.

K1x has 1 investor. Key investors include Edison Partners.

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