About Taxo
Taxo is a company based in San Francisco (United States) founded in 2024.. Taxo has raised $5.5 million across 2 funding rounds from investors including Character, Y Combinator and General Catalyst. Taxo offers products and services including Apex™. Taxo operates in a competitive market with competitors including MainStreet, Refundit, Creditos NFP, Skiptax and Airvat, among others.
- Headquarter San Francisco, United States
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Sectors
Technology
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Phone
*********
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Website
*********
- Legal Name Taxo.Ai, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$5.5 M (USD)
in 2 rounds
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Latest Funding Round
$5 M (USD), Seed
Mar 27, 2025
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Investors
Character
& 4 more
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Employee Count
Employee Count
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Products & Services of Taxo
Taxo offers a comprehensive portfolio of products and services, including Apex™. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Engineered for fast healthcare data extraction and reasoning processes.
Funding Insights of Taxo
Taxo has successfully raised a total of $5.5M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $5 million completed in March 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 Total Funding
- Total Rounds 2
- Last Round Seed — $5.0M
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First Round
First Round
(01 Jun 2024)
- Investors Count 5
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2025 | Amount | Seed - Taxo | Valuation | Y Combinator | |
| Jun, 2024 | Amount | Seed - Taxo | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Taxo
Taxo has secured backing from 5 investors, including venture fund and angel investors. Prominent investors backing the company include Character, Y Combinator and General Catalyst. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Early-stage startups are accelerated via funding and educational programs.
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Founded Year | Domain | Location | |
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Investment and transformation services for entrepreneurs in technology and finance sectors.
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Founded Year | Domain | Location | |
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KT
Kulveer Taggar |
Angel investor, co-founder of Zeus Living, ex-Y Combinator partner
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Taxo
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Taxo
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Taxo Comparisons
Competitors of Taxo
Taxo 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 MainStreet, Refundit, Creditos NFP, Skiptax and Airvat, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Tax credits are identified, claimed, and advanced online for startups.
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| domain | founded_year | HQ Location |
Tax refunds for travelers are enabled via an app-based platform.
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| domain | founded_year | HQ Location |
Mobile app for tracking credits in Nota Fiscal Paulista.
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| domain | founded_year | HQ Location |
Digital platform for VAT refunds on consumer purchases in France.
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| domain | founded_year | HQ Location |
Tax refund management services are offered for individuals.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Taxo
When was Taxo founded?
Taxo was founded in 2024.
Where is Taxo located?
Taxo is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Is Taxo a funded company?
Taxo is a funded company, having raised a total of $5.5M across 2 funding rounds to date. The company's 1st funding round was a Seed of $500K, raised on Jun 01, 2024.
What does Taxo do?
Taxo was founded in 2024 in San Francisco, United States, within the tax management sector. An AI-powered platform is utilized to automate the claiming of tax refunds for healthcare professionals. Connections are established with users bank accounts and credit cards, where eligible purchases are detected for refund eligibility. Operations focus on streamlining tax processes through data integration and analysis.
Who are the top competitors of Taxo?
Taxo's top competitors include MainStreet, Refundit and Airvat.
What products or services does Taxo offer?
Taxo offers Apex™.
Who are Taxo's investors?
Taxo has 5 investors. Key investors include Character, Y Combinator, General Catalyst, Kulveer Taggar, and Yahya Mokhtarzada.