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Filed - About the company

Filed is a seed company based in Brooklyn (United States), founded in 2024 by Leroy Kerry and Atul R. It operates as a Provider of AI-powered tax preparation, review, and advisory software. Filed has raised $17.2M in funding from Northzone and Day One Ventures. The company has 617 active competitors, including 48 funded and 42 that have exited. Its top competitors include companies like TaxDown, TaxBuddy and Numeral One.

Company Details

Provider of AI-powered tax preparation, review, and advisory software. The software standardizes client data, automates tax preparation and review, and uncovers advisory insights. It integrates with existing software to streamline workflows. The AI learns firm preferences, applies logic, and flags important items. The software includes CPA-audited accuracy checks and data anonymization. The company also provides access to resources, training, and networking opportunities.
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Email ID
*****@filed.com
Phone Number
+1 **********
Key Metrics
Founded Year
2024
Location
Brooklyn, United States
Stage
Seed
Total Funding
$17.2M in 1 round
Latest Funding Round
Investors
Ranked
Employee Count
95 as on Jun 30, 2026
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Filed's funding and investors

Filed has raised a total funding of $17.2M over 1 round. Its latest funding round was a Seed round on May 21, 2025 for $*****. 6 investors participated in its latest round. Filed has 6 institutional investors.

Here is the list of recent funding rounds of Filed:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
May 21, 2025
9520216
Seed
7913388
1156972
2558721
2127961
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Filed's founders and board of directors

Founder? Claim Profile
The founders of Filed are Leroy Kerry and Atul R. Leroy Kerry is the CEO of Filed.
Here are the details of Filed's key team members:

Filed's employee count trend

Filed has 95 employees as of Jun 26. Here is Filed's employee count trend over the years:
Employee count trend for Filed
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Filed's Competitors and alternates

Top competitors of Filed include TaxDown, TaxBuddy and Numeral One. Here is the list of Top 10 competitors of Filed, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for TaxDown
TaxDown
2018, Madrid (Spain), Series B
Cloud and app-based tax management solutions for individuals and businesses
$26.1M
69/100
2nd
Logo for TaxBuddy
TaxBuddy
2018, Mumbai (India), Seed
Provider of assisted and DIY online tax filing services
$3.68M
65/100
3rd
Logo for Numeral One
Numeral One
2022, San Francisco (United States), Series B
Software-based sales tax automation management platform
$57M
61/100
4th
Logo for Lettuce
Lettuce
2023, San Francisco (United States), Series A
Automated accounting and tax management software
$52M
61/100
5th
Logo for Vialto Partners
Vialto Partners
2022, New York City (United States), Acquired
Tax management, immigration, and mobility solutions for businesses
$225M
60/100
6th
Logo for onShore Security
onShore Security
1991, Chicago (United States), Series B
Cyber security solutions provider
$46M
59/100
7th
Logo for TaxAct
TaxAct
1998, Dallas (United States), Acquired
Software-based tax filing platform for individuals and businesses
$85M
58/100
8th
Logo for Filed
Filed
2024, Brooklyn (United States), Seed
Provider of AI-powered tax preparation, review, and advisory software
$17.2M
56/100
9th
Logo for Tax Systems
Tax Systems
1991, Staines upon Thames (United Kingdom), Acquired
Tax compliance and regulatory solutions for businesses
-
56/100
10th
Logo for Drake Software
Drake Software
1976, Knoxville (United States), Late Stage
Professional tax preparation software
-
55/100
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Filed's Investments and acquisitions

Filed has made no investments or acquisitions yet.

Reports related to Filed

Here is the latest report on Filed's sector:

News related to Filed

Media has covered Filed for 1 event in last 1 year, It was about partnerships.
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FAQs about Filed

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