Stax.ai
AI Retirement Plan Admin Software for TPAs
United States · Founded 2020 · $4.7M raised
- Employees
- 11–50
- Founded
- 2020
- Business Model
- B2B
- Website
- stax.ai
- Total Funding
- $4.7M
- Last Round
- $4.7M SeedSep 2023
- Rounds
- 1
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 1 funding round and 1 investor for this company. The full record is or through the API.
About
Stax.ai is the AI-powered operating system for independent retirement plan consultants and third-party administrators. The platform unifies payroll, census, trust accounting, compliance, and client communications so TPAs can focus on client relationships instead of paperwork. Stax.ai automates census and trust data processing, brokerage statement reconciliation, 3(16) payroll compliance tracking, and a white-label client portal used by leading retirement TPAs.
Summary
Stax.ai is an Artificial Intelligence company based in United States, founded in 2020. It has raised $4.7M in total across 1 round, most recently a $4.7M Seed round in Sep 2023. Investors include AZ-VC.
Tech & App Stack
6 technologies & apps tracked
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Funding History
Sep 2023
Investors
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