US Capital Global Securities Advises on $40MM Equity Financing for AI-Driven Elite Tax-Planning Platform

Global private financial group for the middle market advises the innovators behind a state-of-the-art platform designed to make elite tax planning available to the wider public in the US and abroad.

Elite Tax-Planning Platform

SAN FRANCISCO, JANUARY 2024 – US Capital Global Securities LLC, an SEC-registered affiliate of US Capital Global, is pleased to announce that it has provided customized financial advisory services for a $40 million equity financing for the developer of a sophisticated Software as a Service (SaaS) platform designed to revolutionize personal and business income tax strategy and filing (referred to as the “Company”). This advanced platform leverages artificial intelligence processes and incorporates cutting-edge machine-learning technologies to expertly craft income tax returns and discern both current and future opportunities for tax mitigation.

With offices in San Francisco, Dallas, Miami, New York, London, Milan, and Dubai, US Capital Global is a full-service private financial group with an established track record in investment banking, asset management, and capital formation services. All securities are offered by the group through its FINRA-member, SEC-registered broker-dealer affiliate, US Capital Global Securities LLC.

“We are delighted to have advised on a $40 million equity financing for this groundbreaking developer of patent-protected tax software,” said David Reinikainen, Vice President at US Capital Global. “This Company stands as a compelling testament to the collaborative potential of artificial intelligence in championing the needs of small-business owners and everyday hardworking Americans. The Company’s sophisticated system is dedicated to ensuring that all users fulfill their tax obligations at the lowest legal amount, mitigating the risks of human error, and maximizing opportunities through comprehensive guidance, strategic planning, and access to legal resources.”

About US Capital Global

US Capital Global Securities LLC (USCGS) is the FINRA-member broker-dealer division of US Capital Global that acts as placement agent for growth-stage companies, projects, and investment funds. Since 1998, US Capital Global has been committed to providing lower middle market businesses and investors with sophisticated debt, equity, and investment opportunities usually available only to larger middle market companies and institutional investors, using the latest FinTech and RegTech innovation. US Capital Global entities manage direct investment funds and provide wealth management and capital raise services. USCGS or its affiliates may provide advice to, be compensated by, may have other business relationships with, or may from time to time acquire, hold, or sell a position in the securities of the issuers mentioned herein. Any such offer or solicitation shall be made only pursuant to the confidential private placement memorandum. View USCGS’ Form CRS at

To learn more about US Capital Global Securities and its services, email Charles Towle, CEO, at or call +1 415-889-1010.

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