Tax Alpha
Seattle, US · Founded 2023 · Delaware corporation
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.
Reported raises · per SEC filings
Form D private placements$2.6M disclosed across 1 round · 2023
▶$2.6MraisedJul 2023 · 8 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 7
by search overlapInteractive Strength Acquires Ergatta100 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
SmartAsset81 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
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.