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.

Domain

stax.ai

Industry

Apps

Employees

11-50

Last Funding

$7.0M

Founded

2021

Frequently Asked Questions

What technologies does Stax.ai use?+

Stax.ai uses 20 technologies including Facebook Pixel, Google Tag Manager, HubSpot.

What industry is Stax.ai in?+

Stax.ai operates in the Apps industry.

Where is Stax.ai based?+

Stax.ai is headquartered in United States.

Need this data at scale?

Get ready-to-use datasets: companies, technologies, and tech adoption signals across 3M+ websites.

Browse Datasets

Data last updated: June 2026