CoinTracker
10 known investors
CoinTracker is crypto portfolio tracking and tax software that syncs wallets and exchanges to generate IRS-ready tax forms.
Also known as CoinTracker: Portfolio & Taxes · Nino Finance, Inc.
Founders & leadership
Investors · 10
Also in the syndicate · 6
Company profile
researched Aug 2026CoinTracker is a cryptocurrency portfolio tracking and tax compliance software product. Users connect exchange accounts and wallets via read-only access; the platform imports transactions, tracks transfers between accounts, categorizes DeFi activity, filters spam transactions, computes cost basis and capital gains, and generates IRS-ready tax forms. Outputs can be filed through TurboTax or H&R Block, exported for a CPA, or downloaded as reports.
Beyond filing, the product offers year-round portfolio views (net worth, holdings, gains and losses, performance tracking) and tax-optimization tools including tax loss harvesting, tax lot breakdowns and cost basis method options. Recent product messaging centers on the IRS Form 1099-DA, covering ingestion, reconciliation against user records, and final filing. The company states SOC 1 and SOC 2 certification, end-to-end encryption and token-based two-factor authentication.
The service is available on the web and via iOS and Android apps. The Android listing is published under the developer name Nino Finance, Inc., with an address in San Francisco, California. The company also operates the cointracker.com domain and a support knowledge base with guidance on topics such as handling transactions from bankrupt exchanges (Voyager, FTX, BlockFi, Celsius), while explicitly stating that CoinTracker does not provide tax advice.
Founding story
The founders state they began using cryptocurrency exchanges and wallets in 2017 and found it difficult to see a consolidated portfolio view and nearly impossible to comply with tax rules; spreadsheets and existing software were slow or did not work. They built CoinTracker to connect exchanges and wallets and automate the underlying calculations, under a stated mission of increasing the world's financial freedom and prosperity. The Series A post is signed "Jon & Chandan."
Business model
CoinTracker provides a freemium consumer software subscription: users can start for free and pay for higher tiers that unlock portfolio and tax features. A Google Play reviewer cites a $14.99/month price point and notes that much functionality sits behind a paywall; the app listing is flagged as offering digital purchases. Distribution is partly through partnerships with Coinbase, TurboTax and H&R Block.
Paid subscription tiers on top of a free plan, with tax and advanced portfolio features gated behind payment; in-app digital purchases are offered on mobile.
Traction
Self-reported 3M+ users since 2017; over 300,000 App Store downloads and 100K+ Google Play downloads; 4.5 stars from about 7,630 Google Play reviews and 4.7 stars from 1,700+ Trustpilot reviews; 100,000 users reached by April 2020; $50B+ in crypto assets synchronized daily and over 3% of the global crypto market tracked as of the Series A announcement.
Latest developments
Recent product messaging focuses on the IRS Form 1099-DA: reconciling broker-issued forms with user records so filers do not overpay, and supporting the form across ingestion, reconciliation and filing. Coinbase CEO Brian Armstrong is quoted promoting a Coinbase–CoinTracker partnership around the new form. The Android app was last updated in August 2026 with sign-in reliability, launch-screen, performance, stability and security fixes; a support article on handling bankrupt exchanges was updated in August 2026.
▸Full profile — market position, technology, go-to-market, geography, history, risks & controversies
Market position
The company describes itself as the "#1 crypto tax software" and cites third-party endorsements (Milk Road) and review scores; it reports more than 3 million users since 2017 and, as of its Series A post, said over 3% of the global cryptocurrency market was tracked on the platform with over $50B in crypto assets synchronized daily. These figures are self-reported.
CoinTracker positions itself on breadth of integrations (500+ crypto integrations, 400+ exchanges, 70+ blockchains and wallets, 600+ dapps, 50K+ smart contracts), automated transfer tracking and DeFi categorization, direct e-filing paths through TurboTax and H&R Block, an exclusive Coinbase partnership, security certifications (SOC 1 and SOC 2, read-only wallet access), and early support across the full 1099-DA lifecycle.
Technology
Read-only API and blockchain connections to exchanges and wallets, automated transfer matching, cost basis and capital gains computation, DeFi transaction categorization and spam filtering, tax form generation and direct e-file integrations. Stated security controls include end-to-end encryption, token-based two-factor authentication and SOC 1 and SOC 2 certification. Coverage claims include 500+ crypto integrations, 400+ exchanges, 70+ blockchains and wallets, 600+ dapps and 50K+ smart contracts, with named wallet support for BTC, XRP, ETH/ERC20, XLM, LTC, ADA, DASH, NEO and DOGE.
Go-to-market
Self-serve online signup with a free tier, complemented by mobile apps on the App Store and Google Play, integrations and partnerships with Coinbase (described as exclusive partner), TurboTax and H&R Block, customer testimonials and review-site ratings, and CPA-facing export workflows.
Individual cryptocurrency investors and traders, including high-transaction-volume users and holders across multiple exchanges and wallets, plus their accountants/CPAs who receive exported reports.
Geography
The Android developer listing gives a San Francisco, California address (283 Dorland St Apt 301, San Francisco, CA 94114, United States). Support documentation is published in English, German, Spanish and Italian, and some tax guidance is explicitly limited to US customers; tax product features are oriented to US IRS forms.
History
According to the company's Series A blog post, the founders began experimenting with cryptocurrency in 2017, found existing portfolio and tax tools inadequate, and built CoinTracker to automate the work. The company's site states it has been "taking the pain out of crypto taxes since 2017." The blog records reaching 100,000 users by April 2020, the hiring of a Chief Operating Officer (Vera Tzoneva, September 2021), Head of Engineering (Gaurav, January 2022) and Head of Finance (Harsha, March 2022), a $100M Series A announcement, recognition of CEO Jon Lerner as a Top 25 Cryptocurrency Executive of 2022, and a July 2022 post about continuing to hire through the recession.
Risks & controversies
User reviews on Google Play criticize pricing (a cited $14.99/month), the extent of paywalled functionality in the free version, price-tracking accuracy and notification frequency. The product depends on third-party exchange and wallet APIs, which can break when exchanges shut down, and on evolving US tax regulation (the Infrastructure Bill and the new 1099-DA reporting regime). Many headline metrics are self-reported. Note also that a separate German company, Coin Tracking e.K. (CoinTracking.info), is a distinct business.
Compiled by commissioned research from 6 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 7
launches, deals, and filingsCoinTracker's site presents the company as an official/exclusive Coinbase partner, with Coinbase CEO Brian Armstrong stating Coinbase partnered with CoinTracker to provide tools for the new tax form.
CoinTracker announced on its blog that it raised $100M in Series A funding from Accel, General Catalyst, Initialized Capital, 776 Ventures, Y Combinator, with strategic investments from Coinbase Ventures, Kraken Ventures and Intuit Ventures, plus angel investors.
$100M source ↗
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 6
primary sources listed
- CoinTrackercointracker.io · web
6 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does CoinTracker do?
- CoinTracker is crypto portfolio tracking and tax software that syncs wallets and exchanges to generate IRS-ready tax forms.
- Who founded CoinTracker?
- CoinTracker was founded by Jon Lerner.
- Who are CoinTracker's investors?
- CoinTracker's investors include Accel, Coinbase Ventures, Homebrew, Kindred Ventures.