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ModernTax logo — Empowering financial service providers with accurate tax dat...

ModernTax

Empowering financial service providers with accurate tax data on small businesses and individuals.

Founded 2021 United States San Francisco, United States 3 employees Seed Total: $2.24M API, Financial Services +3

General Information

Company Name ModernTax
Founded Year 2021
Location United States San Francisco, United States
Employees 3
Industries API, Financial Services, Fintech +2
Funding Stage Seed
Business Model B2B, SaaS, API
Revenue Model Usage Based, Pay As You Go, Subscription
Social

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About ModernTax

ModernTax, founded in 2021, is carving out a niche in the intersection of API, Financial Services, Fintech, Information Technology, and SaaS. Headquartered in the United States, the company operates with a clear mission: Empowering financial service providers with accurate tax data on small businesses and individuals.

Their client portfolio is robust, encompassing financial institutions, Fortune 500 insurers, business services, fintech firms, and small business lenders. ModernTax offers tax data and API solutions, enhancing processes like lending, verifications, and KYC/KYB compliance—thereby providing valuable insights and expanding opportunities.

Recently, ModernTax secured a $100.00K Seed Round investment, led by the Northwestern Mutual Black Founder Accelerator on 09 October 2023. This underscores investor confidence in the company's innovative approach and growth prospects, making it a promising candidate for further investment.

Business keywords: Tax Data Solutions, API Platform, Tax Automation, IRS Taxpayer Records, KYC/KYB Compliance, Virtual Tax Filing, Lending Verification, Employee Financial Benefits, Business Services, Fortune 500 Insurers, Small Business Lenders, Accounting Efficiency

Services & Products

Tax Transcript Retrieval
Employment & Income Verification
API Documentation
Tax Payment Verification

Target Customers

SBA Lenders Commercial Banks HR Platforms Background Check Providers Developers Loan Underwriters CTOs and Engineering Teams

Funding Rounds & Investors (5)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round $100.00K 1
Northwestern Mutual Black Founder Accelerator
Northwestern Mutual Black Founder Accelerator
09 Oct 2023
Seed Round $602.50K 6
Gaingels I2BF Global Ventures Cap Table Coalition
Gaingels, I2BF Global Ventures +4
15 Jun 2021
Seed Round $1.09M 3
I2BF Global Ventures AltaIR Capital
I2BF Global Ventures, AltaIR Capital +1
01 Feb 2020
Convertible Note $150.00K -
24 May 2018
Angel Round $300.00K -
14 Sep 2017

ModernTax Alternatives & Competitors

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ModernTax vs
Boss Insights
Boss Insights Canada

The world’s most powerful business data platform for financial services

Non Equity Assistance
7 employees
Big Data, Financial Services
ModernTax vs
kompany - A Moody's Company
kompany - A Moody's Company Austria

kompany, a Moody's Analytics company, is a RegTech platform for Global Business Verification & Busin...

Venture round
63 employees
B2B, Financial Services
Compare ModernTax vs kompany - A Moody's Company
ModernTax vs
ANNA Money
ANNA Money United Kingdom

Absolutely No Nonsense Admin

Series A
193 employees
Financial Services, Fintech
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FAQ About ModernTax

Empowering financial service providers with accurate tax data on small businesses and individuals.
ModernTax was founded in 2021.
ModernTax is headquartered in San Francisco, United States.
ModernTax operates in API, Financial Services, Fintech, Information Technology and SaaS. Its work centres on Tax Data Solutions, API Platform, Tax Automation and IRS Taxpayer Records. Its customers include SBA Lenders, Commercial Banks and HR Platforms.
ModernTax has a B2B, SaaS and API business model. Its revenue comes from Usage Based, Pay As You Go and Subscription.
ModernTax has approximately 3 employees.
ModernTax has completed 5 funding rounds, raising a total of $2.24M. The latest funding stage is Seed.
ModernTax offers: Tax Transcript Retrieval, Employment & Income Verification, API Documentation, Tax Payment Verification.
Top alternatives and competitors to ModernTax include Boss Insights, kompany - A Moody's Company, ANNA Money, Supplied, Bits Technology. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
ModernTax and Boss Insights are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for ModernTax, https://bouncewatch.com/company/moderntax, updated 30 March 2026. When citing, please name BounceWatch and link this page.

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