# CoinTracker

> CoinTracker connects crypto wallets and exchanges, reconstructs transaction histories and cost basis, and turns them into portfolio views and tax reports for investors, tax professionals and institutions. Its consumer subscriptions, tax software integrations and enterprise compliance products all address the same fragmented record problem.

- **Founded:** 2017
- **Headquarters:** San Francisco, United States
- **Founders:** Jon Lerner (Co-founder and CEO), Chandan Lodha (Co-founder)
- **Products:** Crypto tax and portfolio tracking, CoinTracker for Tax Professionals, CoinTracker Enterprise, Broker Tax Compliance Suite, Nino
- **Notable:** Accepted into Y Combinator in 2018., Raised a $100 million Series A in January 2022 at a reported $1.3 billion valuation., Company reports more than 3 million users and $250 billion in assets tracked.

## Products & services

- **Crypto tax and portfolio tracking** — Connects wallets and exchanges, classifies transactions, tracks holdings and cost basis, and generates tax forms and portfolio views.
- **CoinTracker for Tax Professionals** — Client and team workflows for accountants handling crypto records and tax returns.
- **CoinTracker Enterprise** — Digital-asset subledger and accounting tools for businesses and institutions, including ERP integrations and financial reporting.
- **Broker Tax Compliance Suite** — Cost-basis engine, embedded consumer tax center and 1099-DA generation and filing for brokers.
- **Nino** — Separate financial-planning service in beta, pairing AI-supported software with CFP and CPA advisers.

## Achievements

- Accepted into Y Combinator in 2018.
- Raised a $100 million Series A in January 2022 at a reported $1.3 billion valuation.
- Company reports more than 3 million users and $250 billion in assets tracked.
- Launched enterprise accounting and broker tax compliance products in 2025.

## Latest updates

- **2026-09** — Published guidance on connecting CoinTracker to AI portfolio analysis through CoinTracker MCP.
- **2026-07** — Launched Nino financial planning service in beta as a separate product.
- **2026-01** — Expanded 1099-DA intake, reconciliation and embedded tax infrastructure.
- **2025-10** — Introduced the Broker Tax Compliance Suite.

## Links

- Website: https://www.cointracker.io
- LinkedIn: https://www.linkedin.com/company/cointracker
- Twitter/X: https://twitter.com/cointracker
- GitHub: https://github.com/coin-tracker
- YouTube: https://www.youtube.com/@CoinTrackerIO
- Facebook: https://facebook.com/CoinTracker/

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Profile page: https://yespress.io/cointracker
Published by YesPress — https://yespress.io
Last updated: 2026-09-29