
A Fast Company “Most Innovative Companies 2025” honoree, K1x is the leading data distribution platform for alternative investment tax compliance as well as the industry standard, IRS-certified solution for seamless tax-exempt filings. The fintech company’s patented, AI-powered SaaS solution digitizes and distributes tax data seamlessly–connecting investors, accounting firms, tax software, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control and accessibility. K1x is battle-tested by the best, and trusted by more than 8000 organizations including 44 of 100 largest institutional investors in the US, 20 of the top 25 accounting firms, 11 of the top 100 private foundations, 45 of the top 100 university endowments, and 7 of the top 40 health systems.

A Fast Company “Most Innovative Companies 2025” honoree, K1x is the leading data distribution platform for alternative investment tax compliance as well as the industry standard, IRS-certified solution for seamless tax-exempt filings. The fintech company’s patented, AI-powered SaaS solution digitizes and distributes tax data seamlessly–connecting investors, accounting firms, tax software, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control and accessibility. K1x is battle-tested by the best, and trusted by more than 8000 organizations including 44 of 100 largest institutional investors in the US, 20 of the top 25 accounting firms, 11 of the top 100 private foundations, 45 of the top 100 university endowments, and 7 of the top 40 health systems.
Business: AI-powered SaaS platform for digitizing, validating, distributing, and e-filing private market tax data (K-1s, K-3s, 1099s, W-2s, 990s)
Scale / Customers: Trusted by thousands of organizations (customers cited as 8,000+ and statements up to 40,000+ in different materials)
Funding: Series B announced Sep 26, 2024; lead investor Edison Partners; reported $20M
Founders: Geralyn Hurd (Co-founder, President) and Neal Schneider (Co-founder, CTO)
Alternative investment tax data operations and compliance automation.
2022
Technology, Information and Internet
$20M
“Edison Partners lead/sole investor in disclosed rounds”
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