Trusted by the Industry’s Leading TPAs
Stax.ai powers 8 of the top 10 independent TPAs with universal payroll connectivity, a modern client portal, and AI-driven automation—cutting census time, simplifying compliance, and boosting plan sponsor satisfaction by 29%.
technology solutions that remove barriers to progress.
of thought drive universal financial security and prosperity.
About Us
Stax.ai is the AI-powered operating system for independent retirement plan consultants (TPAs). We believe TPAs should focus on what matters most—building trusted client relationships and delivering outcomes—not pushing paper. That’s why we built a platform that unifies payroll, census, trust accounting, compliance, and client communications into one seamless experience.
"Stax.ai has transformed how we serve our clients by automating time consuming tasks and freeing our team to focus on...delivering exceptional client service and driving real value. The company’s relentless innovation and development of cutting-edge solutions continue to revolutionize our operations."
"Stax.ai’s modern portal design is the unicorn I’ve been searching for. Plan sponsors, financial advisors, payroll vendors, and compliance consultants all seamlessly have access to the information they need...This is a game changer."
“Stax.ai...has allowed us to repurpose three full-time roles and measurably reduce transposition errors while confidently getting needed data into our systems.”
"Stax.ai is the most revolutionary thing the industry has seen in decades."
“In partnership with Stax.ai, we are harnessing the power of AI to revolutionize the redundant, daily tasks within the third-party administration industry.”
(The Retirement Advantage)
Our Products
Stax.ai is the AI-powered operating system for TPAs, automating workflows, streamlining compliance, and enhancing efficiency—helping firms scale and succeed.
Automate statement sorting, renaming, and filing with real-time reconciliation.
Automate your Census Workflow.
Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.
Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.