Company
stax.ai
Automate payroll and census intake, deliver a next-gen client portal, and boost sponsor satisfaction by 29%—all before the 2025 plan year census season.
Also known as STAX.AI, INC.
- Status
- Operatingas of 2026-09-17
- Business model
- B2B
- Headquarters
- Scottsdale, Arizona, United States
- Customers
- Independent retirement plan consultants (RPCs) and third-party administrators (TPAs)
- Legal name
- STAX.AI, INC.
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Record updated 28 September 2026
About
Stax.ai is the AI-powered operating system for retirement plan administrators. Its Trust Accounting and Client Experience suite automates census intake, payroll integrations, reconciliation, client communications, and compliance workflows. Stax.ai is SOC 2 Type II certified and trusted by leading independent RPCs and TPAs representing over 150,000 active retirement plans nationwide.
Funding snapshot
- Total raised
- $12.5MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $7M2024-09-04
Funding rounds
- Round, 2024
- $7M2024-09-04, SEC form D sold, 5 investors
- Round, 2024
- $900K2024-08-28, SEC form D sold, 1 investor
- Round, 2023
- $4.6M2023-08-18, SEC form D sold, 4 investors
Products
- Web
- Stax.ai
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