CoinTracker
CoinTracker is a cloud-based cryptocurrency portfolio tracking and tax compliance platform founded in 2017 that serves 3M+ individual investors, tax professionals, and crypto exchanges/ brokers with automated cost basis calculation, 1099-DA lifecycle support, and IRS-compliant tax form generation across 500+ integrations.
- Company typePrivate
- Founded2017
- HeadquartersSan Francisco, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingSoftware
What CoinTracker does
CoinTracker (legally Nino Finance, Inc.) is a cloud-based cryptocurrency portfolio tracking and tax compliance platform founded in 2017 by Jon Lerner and Chandan Lodha in San Francisco, with a team of 51–100 employees. The platform connects via read-only API keys and direct blockchain data ingestion to 500+ exchanges and wallets, 10,000+ cryptocurrencies and NFTs, and 20,000+ DeFi smart contracts, automatically syncing transactions, calculating cost basis under FIFO, LIFO, HIFO, and Specific Identification methods, and producing IRS-compliant Form 8949, Schedule D, and 1099-DA outputs. It serves individual crypto investors and traders as its primary segment, with secondary segments spanning tax professionals/CPAs, crypto exchanges and brokers (via CoinTracker Enterprise), and tax software platforms.
The company monetizes through tiered annual subscriptions ranging from a free portfolio-tracking tier to paid plans starting at $59/year (Base), $199/year (Prime), $599/year (Ultra), and a $3,499/year Full Service white-glove tier, plus enterprise licensing for the Broker Tax Compliance Suite. Go-to-market combines product-led growth through cointracker.io and iOS/Android apps with embedded distribution via Coinbase (official preferred crypto tax partner for six consecutive years), TurboTax, and H&R Block e-filing integrations. SOC 1 and SOC 2 Type II certifications and a 4.7/5 Trustpilot rating across 1,700+ reviews support both consumer trust and enterprise procurement. The company has raised $101.6M+ across seed and Series A rounds, with the January 2022 $100M Series A led by Accel at a $1.3B post-money valuation.
CoinTracker firmographics
Firmographics- Name
- CoinTracker
- Legal name
- Nino Finance, Inc.
- Website
- https://cointracker.io
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- CoinTracker is a cloud-based cryptocurrency portfolio tracking and tax compliance platform founded in 2017 that serves 3M+ individual investors, tax professionals, and crypto exchanges/ brokers with automated cost basis calculation, 1099-DA lifecycle support, and IRS-compliant tax form generation across 500+ integrations.
- Ownership category
- akta.pro rank
Where CoinTracker is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CoinTracker business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Plans (Retail): CoinTracker generates revenue primarily through tiered subscription plans targeting individual crypto investors. Plans range from free (portfolio tracking only) to paid tiers ($59-$599/year) with tax filing capabilities. The Full Service plan at $3,499/year includes dedicated account management and hands-on support.
- CoinTracker Enterprise: Enterprise licensing and services for crypto exchanges, brokers, and tax software platforms requiring 1099-DA compliance infrastructure. Includes Broker Tax Compliance Suite with embedded tax centers, cost basis engines, and 1099-DA generation capabilities.
- Professional Services (Full Service): White-glove Full Service offering with dedicated account managers, up to 15 hours of hands-on support, quarterly account health reviews, and access to exclusive briefings and events for high-net-worth users with complex tax situations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Annual | Free tier for portfolio tracking only |
| Subscription | Annual | Basic tax filing for casual crypto users |
| Subscription | Annual | Optimized tax management with tax-loss harvesting |
| Subscription | Annual | Advanced features for active traders |
| Subscription | Annual | Full-service white-glove tax assistance |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels10 records
CoinTracker product offering
Product offeringCore offering
CoinTracker is a cloud-based cryptocurrency portfolio tracking and tax compliance platform that connects to 500+ exchanges, wallets, and blockchains to automatically import transactions, calculate capital gains and cost basis, and generate IRS-ready tax forms (Form 8949, Schedule D). It offers tiered consumer subscriptions for individual crypto investors plus a separate CoinTracker Enterprise Broker Tax Compliance Suite that provides 1099-DA generation, embedded tax centers, and broker-grade cost basis infrastructure to crypto exchanges and brokers.
Product overview
CoinTracker is a unified crypto tax and portfolio management platform that combines tax calculation, portfolio tracking, and regulatory compliance into a single product suite. The core offering is the CoinTracker Crypto Tax Software, which integrates with TurboTax and H&R Block for direct e-filing, while the free Portfolio Tracker provides real-time monitoring of cryptocurrency holdings across 500+ exchanges and 20,000+ DeFi protocols. The platform operates on tiered pricing (Free, Base at $59/year, Prime at $199/year, Ultra at $599/year, and Full Service at $3,499/year), with each tier adding transaction limits and features like tax loss harvesting and cost basis method selection. Enterprise customers are served through the separate Broker Tax Compliance Suite, which provides institutional-grade infrastructure for exchanges and brokers to generate 1099-DA forms and power compliance at scale. The platform is also available via mobile apps for iOS and Android.
Differentiator
Problem solved
Functional benefit
Products and services
- CoinTracker Crypto Tax Software Primary cryptocurrency tax calculation and portfolio tracking platform that syncs with 500+ exchanges and wallets, automatically calculates tax liability under multiple cost basis methods (FIFO, LIFO, HIFO, Spec-ID), and generates IRS-ready tax forms (Form 8949, Schedule D) for U.S. and international tax compliance. Also performs DeFi, NFT, staking, and concentrated liquidity transaction tracking.
- CoinTracker Enterprise Broker Tax Compliance Suite B2B compliance suite for cryptocurrency exchanges, brokers, and tax software platforms. Provides embedded white-label tax centers for end users, a broker-grade cost basis engine, and 1099-DA generation and filing automation at scale. Powers compliance infrastructure for 15+ exchanges including Coinbase.
- CoinTracker Mobile App Native iOS and Android mobile applications that allow users to monitor portfolio returns, review unified transaction history, check wallet balances, receive account health alerts, and access tax information from mobile devices.
Quantifiable outcome
- 3M+ users trust CoinTracker for crypto tax compliance
- +4 more outcomes
Companies that use CoinTracker
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles3 records
CoinTracker technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature9 records
CoinTracker partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and flagship.
- HugeminorCoinTracker and Huge introduced a new standard for end-to-end AI-driven production models aimed at brand storytelling, representing a creative/marketing collaboration.
- CoinbaseflagshipEntering sixth year as official preferred crypto tax partner. CoinTracker is embedded directly into Coinbase platform, helping users understand 1099-DA forms, reconcile missing cost basis, and file taxes with confidence. This is CoinTracker's deepest integration and primary enterprise distribution channel.
- TurboTaxflagshipOfficial e-filing partner enabling CoinTracker users to import tax data directly into TurboTax for seamless tax form submission. Featured prominently on CoinTracker's homepage and marketing materials.
- H&R BlockflagshipOfficial e-filing partner allowing CoinTracker users to file crypto taxes through H&R Block's tax preparation platform. One of two major tax software integrations.
Scale indicators14 records
Recent moves6 records
Expansion highlights6 records
CoinTracker competitors and assessment
Company assessmentDirect peers
- TaxBit: TaxBit is the most direct enterprise competitor to CoinTracker Enterprise, providing crypto tax calculation and 1099-DA compliance infrastructure for exchanges, brokers, and enterprises. Both compete for the same B2B broker compliance contracts and consumer tax software market.
- Koinly: Koinly is a leading consumer-focused crypto tax and portfolio tracking platform with broad exchange/wallet integrations. It directly competes with CoinTracker's retail subscription tiers across global markets including Europe.
- CoinLedger: CoinLedger (formerly CryptoTrader.Tax) is a direct competitor in U.S. crypto tax software, offering similar transaction syncing, tax form generation, and tiered subscription pricing for individual investors.
- ZenLedger: ZenLedger provides crypto tax preparation, accounting, and portfolio tracking software for individual investors, CPAs, and enterprises. It directly overlaps with CoinTracker across both consumer and tax professional segments.
- TokenTax: TokenTax offers crypto tax preparation with both self-serve and white-glove Full Service tiers, similar to CoinTracker's premium offerings. It targets U.S. individual investors and high-volume traders.
- Blockpit: Blockpit (formerly Accointing) is a European-headquartered crypto tax and portfolio tracking platform with broad multi-jurisdiction coverage. It competes with CoinTracker's international expansion, particularly in Germany, Austria, and Switzerland.
- CryptoTaxCalculator: CryptoTaxCalculator is a global crypto tax software platform supporting multiple jurisdictions and integrations. It directly competes for the same retail crypto investor segment as CoinTracker.
Emerging players
- Ledgible: Ledgible provides crypto tax and accounting software for individuals, tax professionals, and enterprises, with a focus on institutional accounting standards. It overlaps with CoinTracker's enterprise and CPA segments.
Broad incumbents
- TurboTax (Intuit): TurboTax is a flagship e-filing integration partner for CoinTracker but also a potential competitor as Intuit expands native crypto tax capabilities within its broader consumer tax software platform. It represents both distribution and competitive threat.
- H&R Block: H&R Block is an e-filing integration partner for CoinTracker and a major incumbent in U.S. tax preparation. As it builds crypto-specific capabilities, it could erode CoinTracker's standalone consumer value proposition.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key highlights7 records
Customer concentration
CoinTracker social profiles
Digital presenceCoinTracker compliance and trust
Trust signalCompliance2 records
CoinTracker financial estimates
Financial estimateRevenue estimate
Valuation estimate
CoinTracker leadership team
Management profileNumber of profiles
Profiles5 records
CoinTracker funding detail
Funding detailFunding overview
Funding rounds3 records
Investors12 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CoinTracker M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CoinTracker
What does CoinTracker do?
CoinTracker is a cloud-based cryptocurrency portfolio tracking and tax compliance platform that connects to 500+ exchanges, wallets, and blockchains to automatically import transactions, calculate capital gains and cost basis, and generate IRS-ready tax forms (Form 8949, Schedule D). It offers tiered consumer subscriptions for individual crypto investors plus a separate CoinTracker Enterprise Broker Tax Compliance Suite that provides 1099-DA generation, embedded tax centers, and broker-grade cost basis infrastructure to crypto exchanges and brokers.
Is CoinTracker a public or private company?
CoinTracker is a private company. It is classified as venture growth investor backed and is currently operating.
When was CoinTracker founded?
CoinTracker was founded in 2017. It employs 51 to 100 people.
Where is CoinTracker based?
CoinTracker is headquartered in San Francisco, United States, in the North America region.
How does CoinTracker make money?
Three revenue lines are on record. Subscription Plans (Retail) is the primary driver. The others are coinTracker Enterprise and professional Services (Full Service).
Who are CoinTracker's main competitors?
Direct peers on record are TaxBit, Koinly, CoinLedger, ZenLedger, TokenTax, Blockpit and CryptoTaxCalculator. Ledgible is listed as an emerging player. Broad incumbents are TurboTax (Intuit) and H&R Block.
Does CoinTracker have an API?
No public API is recorded for CoinTracker.