Stax.ai and Payroll Integrations

About Stax.ai and Payroll Integrations

Stax.ai is a company focused on providing AI-powered retirement plan administration software for Third Party Administrators (TPAs). Their mission is to automate workflows, reduce manual tasks, and deliver exceptional service to plan sponsors, helping TPAs scale faster and improve client satisfaction.

Products & Services

Client Experience:An intelligent, all-in-one platform to revolutionize client interactions and plan administration, featuring automated workflows, payroll and census data collection, AI-powered smart inbox, and a unified client portal for collaboration.

Trust Accounting:AI-driven automation for trust accounting processes, including brokerage statement filing, automated data extraction, and asset reconciliation for accuracy and efficiency.

Specialties

AI-powered automation Retirement plan administration Client experience platforms Trust accounting automation Payroll and census data processing Compliance and workflow management

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Seed T: - FT: Seed	A: 7000000 MR: - FA: $7M FAN: 7000000	D: 2024-11-21 FD: 2024-11-21	1 investors

Seed Latest

2024-11-21

$7.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

M

Matthew Reimer

Managing Partner

C

Christopher Tipper

CEO

T

Tom Tsaris

APA, CEO

N

Norman Levinrad

Chief Actuary

M

Michelle Zentner

QKA, RPA, Vice President of Operations

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