Stax.ai
Scottsdale
About Stax.ai
Stax.ai is an AI-powered workflow automation platform purpose-built for retirement plan Third-Party Administrators (TPAs), combining trust accounting automation, a white-label client portal, payroll and census data integrations, and a comprehensive Client Experience (CX) suite with CRM, project management, document storage, and advanced reporting. It enables TPAs to replace manual, error-prone processes with AI-driven efficiency, improving compliance, enhancing client service, and freeing teams to focus on higher-value work. Designed as a unified operating system for TPAs, Stax.ai streamlines every stage of plan administration’from onboarding to ongoing management’through intelligent automation and seamless integration.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $11.6M
- Funding stage: Seed
- Last round: Seed (Sep 2024)
- Website: stax.ai
- Phone: [email protected]
Industries & Categories
Apps, Artificial Intelligence (AI), Business Intelligence, Information Technology, Retirement
Social Profiles
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