
Fifteenth
Comprehensive tax management for investors and tech employees, integrating banking and investment platforms with proactive strategies.
Date | Investors | Amount | Round |
---|---|---|---|
* | $8.3m | Seed | |
Total Funding | 000k |
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Fifteenth.com specializes in providing comprehensive tax management services tailored for investors and tech employees. The company operates in the financial services market, focusing on clients with complex tax needs, such as those with vested RSUs or a growing collection of K-1s. Its business model revolves around offering a streamlined, cost-effective tax experience by partnering with wealth advisors and financial planners. Revenue is generated through an all-inclusive fee structure that covers everything from scenario planning to filing. The service includes automatic syncing with banking and investment platforms, allowing clients to easily manage their tax obligations. Clients benefit from a dedicated team of licensed tax professionals who ensure a smooth process, handling all necessary documentation and providing access to Taxcasting technology for detailed insights. The company emphasizes proactive and responsive communication, reaching out quarterly to adjust tax strategies as needed. Keywords: tax management, investors, tech employees, financial services, RSUs, K-1s, wealth advisors, proactive strategies, Taxcasting, dedicated team.