Agent
3 known investors
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A tax planning and advisory service that combines technology and tax expertise to serve high-net-worth individuals and families. The company helps clients identify and optimize wealth-savings strategies to maximize financial potential.
Investors · 3
Bling Capitallisted by Bling CapitalMiami Beach · $1M – $5M
How we know: Bling Capital's portfolio page · Not right? Tell us
Fikalisted by FikaCulver City · $1M – $10M
How we know: Fika's portfolio page · the VCSheet dataset · Not right? Tell us
Earl Grey CapitalreportedAustin
How we know: the VCSheet dataset · Not right? Tell us
Frequently asked questions
- What does Agent do?
- A tax planning and advisory service that combines technology and tax expertise to serve high-net-worth individuals and families. The company helps clients identify and optimize wealth-savings strategies to maximize financial potential.
- Who are Agent's investors?
- Agent's investors include Bling Capital, Fika, Earl Grey Capital.
