TacoTax
TacoTax helps you reduce your taxes and grow your wealth by instantly analyzing your situation.
| Date | Investors | Amount | Round |
|---|---|---|---|
| investor | €0.0 | round | |
| investor investor investor investor | €0.0 | round | |
€10.0m | Series A | ||
| Total Funding | 000k | ||
| EUR | 2017 |
|---|---|
| Revenues | 0000 |
| EBITDA | 0000 |
| Profit | 0000 |
| EV | 0000 |
| EV / revenue | 00.0x |
| EV / EBITDA | 00.0x |
| R&D budget | 0000 |
Source: Company filings or news article
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TacoTax, which now operates under the name Climb, was established to address the complexities of the French tax system for individuals. Founded in October 2015 by Aldric Emié and Rodrigue Ménégaux, the company provides online tools and advisory services to help users manage and reduce their tax liabilities. Aldric Emié, with a background in market finance, co-founded the company with the goal of democratizing access to tax optimization, a service previously accessible mainly to the affluent.
The firm targets individual taxpayers in France who are seeking assistance with their tax filings and financial planning. The platform functions as an online coach, guiding users through tax declarations, identifying potential tax reductions, and answering tax-related questions. It provides a range of free simulators and content to help individuals make informed financial decisions. For more complex situations, the company offers access to human advisors. This hybrid approach combines automated technology with personalized human support to cater to varied user needs.
TacoTax's business model is twofold. For its tax optimization and investment services, the platform is free for the user. Revenue is generated through a fixed fee from partners when a user is connected with them for an investment. Additionally, it offers premium, paid services for assistance with tax declarations, with pricing tiers based on the complexity of the user's situation. In February 2022, the company, having already assisted 800,000 users, rebranded to Climb and announced a €10 million Series A funding round. This strategic shift and capital injection are aimed at expanding its services beyond taxes to cover all aspects of personal finance, including real estate, savings, and retirement, with the ambition of becoming a European leader in the sector.
Keywords: personal finance, tax optimization, financial advisory, fintech, tax declaration, investment services, wealth management, tax reduction, online financial tools, tax coaching, Climb, Aldric Emié, Rodrigue Ménégaux, French tax system, asset management, financial planning, online tax assistance, retirement planning, savings management, real estate investment