Acquisition
Apr 2021Carta acquired YearEnd, ending it as an independent startup.
SourceOptimize your equity and taxes in real-time.
Company research
Public company, workplace, funding, and market signals
Overview
YearEnd was a YC-backed fintech startup that helped startup employees optimize equity-related taxes, estimate tax liability from financial accounts, and file returns; it was acquired by Carta in 2021.
Primary product
Tax optimization and filing for startup employees
Founded
2019
Headquarters
San Francisco, California, United States
Team size
1-10 employees
Industry
Financial Services
Sub-industry
Tax management and optimization for startup employees
Offices
San Francisco, California, United States
Salt Lake City, Utah, United States
Business model
subscription
tax filing
tax advisory
software-as-a-service
Funding
Stage
acquired
Total raised
$1.6M
Latest round
Acquisition · Apr 2021
People & investors
Work & culture
Small YC-backed team focused on making startup equity and tax workflows less painful; no public benefits page was found.
Compensation
No public salary bands, compensation page, or compensation report were found.
Product & market
Pricing
Subscription-based tax platform
Differentiators
- —Equity-aware tax optimization for startup employees
- —Year-round tax consults
- —Can file taxes or collaborate with an existing tax accountant
- —Connects financial accounts and integrates Carta data such as option grants, transactions, and 409A valuations
Technology
Python
Vue.js
Serverless Python
Customers
startup employees
tech employees
Carta users
Competitors
TurboTax
H&R Block
traditional CPA firms
Scale & contact
Signals & risks
Latest news
MergerLinks · Apr 2021
Transaction record noting Carta completed the acquisition of YearEnd; financial terms were not disclosed.
Medium / Henry Ward · Apr 2021
Carta announced it had acquired YearEnd, describing YearEnd as a product for startup employees to optimize taxes around equity decisions and file returns.
Fenwick · Apr 2021
Legal-side confirmation that Carta acquired YearEnd, a tax management and optimization product for tech and startup employees.
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