Stax.ai builds workflow automation tools for retirement third-party administrators to empower them to better serve plan sponsors. Customers utilize Stax.ai's Trust Accounting (TA) and Client Experience (CX) products to streamline critical tasks such as the collection and scrubbing of census data, offer a modern white-label client portal, manage sponsor communication, and automate trust reconciliation.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 11/22/24 | $7,000,000 |
NeoTribe Ventures | undisclosed |
