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.

Tax Alpha

Seattle, US · Founded 2023 · Delaware corporation

Find your way into Tax Alpha

428 people in our graph share verified history with the Tax Alpha team — schools, employers, funds. One of them is your warm intro.

Mike Zakunlockedknows Brent Sullivan · together at Cornell (overlapped)

×6knows the team · via Cornell

×2knows the team · via Zillow

×2knows the team · via Parametric

knows the team · via Commerzbank

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

Fintech Media & Entertainment

Founders & leadership

Tax Alpha was founded in 2023 by Brent Sullivan.

Brent Sullivan in 𝕏Independent Tax Analyst; founder of Tax Alpha, LLCHe previously worked as an independent tax analyst and has organized conferences focused on related topics.

JOHN W MURRAYNamed on SEC filing

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.

Competitors · 7

by search overlap

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Intuit®80 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.

Kiplinger72 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.

Vanguard66 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.

Cache59 shared keywordsCache offers exchange funds and related strategies that let investors diversify large, concentrated single-stock positions while deferring capital gains taxes. Its platform serves individual investors, executives, and financial advisors managing appreciated stock holdings, and it operates as an SEC-registered broker-dealer and investment advisor.

The Tax Adviser53 shared keywordsThe Tax Adviser is a monthly publication of the American Institute of CPAs, offering tax practitioners information on federal and state tax developments. It has been published continuously since January 1970.

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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.