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Tax Alpha

Seattle, US · Founded 2023 · Delaware corporation

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A blog or content site publishing articles about investment strategy, including topics such as tax-efficient investing and separating alpha from beta in portfolios.

Founders & leadership

Tax Alpha was founded in 2023 by Brent Sullivan.

BSBrent Sullivan
Brent SullivanIndependent Tax Analyst; founder of Tax Alpha, LLCHe previously worked as an independent tax analyst and has organized conferences focused on related topics.
JW
JOHN W MURRAYNamed on SEC filing
RK
Raygar KhailanyNamed on SEC filing

Reported raises · per SEC filings

Form D private placements

$2.6M disclosed across 1 round · 2023

▶$2.6MraisedJul 2023 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • JOHN W MURRAYExecutive Officer, Director
  • Raygar KhailanyExecutive Officer, Director
Offering amount
$3M
Amount sold
$2.6M
First sale
Apr 2023
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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Companies working in the same space as Tax Alpha.

Frequently asked questions

What does Tax Alpha do?
A blog or content site publishing articles about investment strategy, including topics such as tax-efficient investing and separating alpha from beta in portfolios.
Who founded Tax Alpha?
Tax Alpha was founded by Brent Sullivan in 2023.
How much funding has Tax Alpha raised?
Tax Alpha has disclosed $2.6M raised across 1 round.
Where is Tax Alpha headquartered?
Tax Alpha is headquartered in Seattle, US.