Companies · Fintech

KeeperWinter 2019Active

San Francisco · CA, USA · Fintech · founded 2018 · https://keepertax.com

Diligence memoA one-page analyst read on Keeper — recommendation, valuation, rhythm, risks.
Total raised · real
0
Rounds
Latest step-up
Top 35%
Sector rank · raised
Latest stage · inferred

Keeper: limited disclosed financing to assess.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Where it sits in Fintech

Keeper is one of 1063 Fintech companies tracked from San Francisco, CA, USA, on record since 2018. By capital raised it ranks mid-pack (ahead of 66% of sector peers), and mid-pack by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%

operates a technology-led product inferred from public copy

Grounded in: “You are a venture analyst

AI tax filing for complex returns

Keeper is AI tax filing for complex returns. We serve individuals and small businesses in the US. Today, over 50% of tax returns still get filed by accountants - that’s 75M returns a year. Unfortunately, great accountants are really hard to find, and the data shows most of them are retiring in the next 5-10 years. Keeper is the modern alternative. We use AI to automate most of the prep work, which frees up in-house human tax experts to focus on guidance and reviewing final results. The net outcome is that we’re able to deliver higher quality / more accurate returns at 50% of the cost of traditional accountants.

ConsumerFintechai/ml
Find Keeper online

As reported in public records reported — not modeled.

US
Jurisdiction
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

No round amounts on record to chart.

Financing ladder & sequence gaps

No staged rounds to sequence.

Modeled valuation trajectory
Base estimate est.
Conservative case
Upside case
Modeled post-money

Round size and date are reported; the stage label is inferred from round size. Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Financing rhythm
Avg between rounds
Capital velocity
On record since
First round
0
Rounds on file
How it compares to the market

Benchmarked against 1063 companies in Fintech. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages)
This company
Sector median$4.3M
Modeled value — vs sector median (estimate, all stages)
This company
Sector median$45.0M

Raised more than 66% of sector peers (real $). Modeled value above 66% of peers (estimate).

Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
No rounds recorded.
Intelligence
Modeled next raise
Modeled next size est.
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Registry & provenance

Keeper is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
1stCollabFintechsame sector
AbacusFintechsame sector
Absa BankFintechsame sector
AccendFintechsame sector
Accept.inc (formerly BoardRE)Fintechsame sector
AerFintechsame sector
AffinityFintechsame sector
AjaibFintechsame sector
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Keeper Tax Inc.Other TechnologySeed$35.8M81%
Magnetic
AI Tax Preparer for CPA firms
HR / Worktech81%
Rally Tax
AI-native tax platform to save $1T+ for Americans
Fintech80%
Finto
AI accounting for enterprise finance teams
Fintech78%
Bluebook
AI for accounting
Fintech78%
Fondo
Bookkeeping, tax, & tax credits on autopilot for 1,000+ startups
Fintech76%
TaxProper
TaxProper helps large Real Estate owners manage their property taxes.
Fintech76%
Onshore
AI for corporate tax
AI / ML76%
Frequently asked
What does Keeper do and where is it based?
Keeper operates in the Fintech sector, based in San Francisco, CA, USA. AI tax filing for complex returns
Explore related

See where Keeper sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

Is this your company?

If you work at Keeper, claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.

Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.