Stax Ai
Scottsdale, US · Founded 2021 · Delaware corporation · 2 known investors
Stax.ai provides an AI-powered platform for independent retirement plan consultants (third-party administrators) that unifies payroll connectivity, census collection, trust accounting, compliance, and client communications. It automates workflows such as census data gathering, statement sorting, and reconciliation to help TPA firms manage retirement plans more efficiently.
Founders & leadership
Stax Ai was founded in 2021 by Narendran Muraleedharan.
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Narendran MuraleedharanFounder
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James GuerraSecretary
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McKenzie GlandorfVice President of Client Experience
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David HawashChief Operating Officer
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Oshiogwe BraimahTreasurer and Vice President of Finance
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King KenneyVice President of Marketing
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DANIEL LIEBERMANNamed on SEC filing
Board
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Investors · 2
Reported raises · per SEC filings
Form D private placements$12.5M disclosed across 3 rounds · 2023–2024
▶$7MraisedSep 2024 · 5 investors · Other TechnologyRule 506(b)
▶$7MraisedSep 2024 · 5 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- David HawashExecutive Officer
- Ashok SanthanamDirector
- King KenneyExecutive Officer
- McKenzie GlandorfExecutive Officer
- James GuerraExecutive Officer, Director
- Oshiogwe BraimahExecutive Officer
- Narendran MuraleedharanExecutive Officer, Director
- Offering amount
- $7M
- Amount sold
- $7M
- Minimum investment
- $53K
- First sale
- Sep 2024
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$900KraisedSep 2024 · 1 investors · Other TechnologyRule 506(b)
▶$900KraisedSep 2024 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- James GuerraExecutive Officer, Director
- McKenzie GlandorfExecutive Officer
- David HawashExecutive Officer
- Narendran MuraleedharanExecutive Officer, Director
- Oshiogwe BraimahExecutive Officer
- Ashok SanthanamDirector
- King KenneyExecutive Officer
- Offering amount
- $900K
- Amount sold
- $900K
- Minimum investment
- $900K
- First sale
- Aug 2024
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$4.6MraisedSep 2023 · 4 investors · Other TechnologyRule 506(b)
▶$4.6MraisedSep 2023 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- NARENDRAN MURALEEDHARANExecutive Officer, Director
- DAVID HAWASHExecutive Officer
- DANIEL LIEBERMANDirector
- JAMES GUERRAExecutive Officer, Director
- Offering amount
- $5.6M
- Amount sold
- $4.6M
- First sale
- Aug 2023
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 7
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Frequently asked questions
- What does Stax Ai do?
- Stax.ai provides an AI-powered platform for independent retirement plan consultants (third-party administrators) that unifies payroll connectivity, census collection, trust accounting, compliance, and client communications. It automates workflows such as census data gathering, statement sorting, and reconciliation to help TPA firms manage retirement plans more efficiently.
- Who founded Stax Ai?
- Stax Ai was founded by Narendran Muraleedharan in 2021.
- Who are Stax Ai's investors?
- Stax Ai's investors include Copper Sky Capital, Neotribe Ventures.
- How much funding has Stax Ai raised?
- Stax Ai has disclosed $12.5M raised across 3 rounds.
- Where is Stax Ai headquartered?
- Stax Ai is headquartered in Scottsdale, US.