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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

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.