Stax.ai provides workflow automation products that help retirement TPAs streamline operations, including Trust Accounting (TA) and Client Experience (CX) tools. Its platform automates tasks such as collection and scrubbing of census data, trust reconciliation, sponsor communications, and offers a white‑label client portal. The company plans to use new capital to expand the platform, enhance payroll and census automation, and invest in customer growth and product development. Stax.ai has grown its team with industry hires in product and national accounts to support scaling. More than 70 TPAs use Stax.ai’s products, covering over 120,000 plan sponsors. Financially, the company has raised $11.65M to date and is deploying the latest round to accelerate growth and expand its leadership team.

Total raised

$7M

Funding rounds

1

Latest round

Equity

Latest activity

Nov 2024