Automate investor tax reporting — consolidate trades, compute taxable events

Automate investor tax reporting — consolidate trades, compute taxable events targets a $4.5B = 15M paying users × $300 ACV total addressable market with medium saturation and a year-over-year growth rate of 8% YoY (estimated growth in tax automation and fintech tooling adoption; source: industry reports and tax-software adoption trends, 2022-2024).

Key trends driving demand: Retail investor growth — more individuals trade stocks and crypto, increasing the volume of taxable events and recurring demand for tax tools.; Crypto tax regulation — governments increasing reporting obligations for crypto transactions, raising demand for automation to avoid penalties.; API and data access improvements — more brokers and exchanges offer APIs and standardized exports which lowers integration friction for automated tools.; AI/OCR improvements — better parsing of heterogeneous statements makes robust, automated reconciliation of legacy CSVs and PDFs feasible..