About Us
Who We Are
Founded in New Jersey, TacItOn is a fintech innovator focused on revolutionizing the way financial data is processed. Our platform helps analysts, investment firms, and corporate finance teams turn raw data into actionable insights—instantly.
Why We Built TacItOn
Traditional financial analysis is manual, error-prone, and slow. We saw an opportunity to leverage AI-powered automation to:
Speed up workflows by 300x- Ensure 99.909% data accuracy
- Provide seamless integration with financial tools like Excel
Our Mission
To equip financial professionals with intelligent automation and AI-driven insights that unlock new levels of accuracy, speed, and productivity.
Our Vision
To be the trusted partner of financial professionals, providing solutions that transform the financial services industry, empowering professionals to deliver exceptional value
Contact us today to learn more about how TacItOn can revolutionize your workflow.
82%
reduction in analysis time
Our Team
Advisors
Michael Raphael brings experience in financing services is a vital asset to the TacItOn team.His invaluable insights have been pivotal in ensuring we remain focused on the core values that resonate with our clients and end-users.
Todd brings decades of experience in finance and fintech, offering invaluable guidance. His deep understanding of regulatory, compliance, and investment management makes him a vital advisor.
Leverages over 20 years of finance experience, Roy identifies and cultivates strategic partnerships, client relationships, and investor connections. Roy's expertise in working with regulators, and senior management fuels our growth.
Amit Wellner
Founder & CEO
Driven by a vision honed from years of scaling software for a Fortune 500, Amit leveraged his deep technology expertise to build a company from initial concept to tangible product.Nir Kalish
Chief Customer Officer (CCO)
Nir Kalish an expert in scaling high-growth companies and driving revenue across diverse markets through customer-centric strategiesDr. Galit Wellner, Ph.D.
Chief Marketing Officer (CMO)
Galit is dedicated to streamlining our legal, marketing, product, and technology efforts, ensuring a unified strategic vision that delivers exceptional value to our customers.Michael Raphael
Todd Cipperman
Roy Wellner
Our Core Values
Empowering financial professionals with accurate, faster and cost-efficient data management
InnovationWe push the boundaries of AI and automation, continuously improving our platform to keep financial professionals ahead of the curve.
AccuracyData integrity is at the core of everything we do. With 99.9% precision, we ensure that financial insights are always reliable and error-free.
EfficiencyTime is valuable. By automating tedious financial processes, we enable businesses to analyze data 300x faster, reducing manual effort and increasing productivity.
EmpowermentWe believe in giving financial professionals the tools to focus on what truly matters—strategic decision-making and high-value analysis, not data wrangling.
Seamless IntegrationTacItOn is built to fit effortlessly into your existing workflow, ensuring a smooth transition to AI-driven financial analysis with minimal training required.