Company
Agent
The tax strategy firm for modern wealth.
Also known as Agent Technologies Inc.
- Status
- Operatingas of 2026-09-20
- Business model
- B2C
- Customers
- serving clients with $1M to $500M+ net worths
- Legal name
- Agent Technologies Inc.
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Record updated 28 September 2026
About
Providing you with bespoke analyses and creative strategies tailored to your unique financial position, your dedicated accountant will ensure you’re seizing every tax advantage available to you.
Funding snapshot
- Total raised
- $4.7MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $4.7M2022-03-02
Funding rounds
- Round, 2022
- $4.7M2022-03-02, SEC form D sold, 23 investors
Products
- Web
- Agent
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