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Axiom Trust
AI-native trust administration and fiduciary services platform.
About Axiom Trust
Axiom Trust is a vertically integrated trust company that combines a proprietary technology platform with regulated fiduciary services. Founded in 2025 by David Meister, the Las Vegas-based firm aims to modernize trust administration for what is often termed the "Great Wealth Transfer." Meister's background includes practicing corporate law at Sullivan & Cromwell and Cooley, as well as founding Sydecar, a company that modernized back-office infrastructure for venture capital. This experience with fragmented financial and legal workflows informed the creation of Axiom Trust.
The company emerged from stealth in March 2026 with $11.8 million in total funding in a round led by Lightspeed Venture Partners. Axiom's core offering pairs a regulated corporate trustee with an AI-native, data-driven platform designed to streamline the administrative burdens of trust management. The technology automates tasks such as parsing legal documents, normalizing data, monitoring trust activity, and generating reports. This allows human fiduciaries to concentrate on judgment-based decisions rather than paperwork. The platform creates auditable decision packages for significant actions like distributions, which include relevant trust excerpts, beneficiary context, and a clear approval trail to ensure transparency and accountability.
Regulated by the Nevada Financial Institutions Division, Axiom Trust provides its services to a range of clients, including private families, estate planning and tax attorneys, Registered Investment Advisors (RIAs), CPAs, bank trust departments, and family offices. The firm is structured to handle complex situations that other institutions might avoid, such as trusts involving closely held entities, private investments, contested dynamics, and special needs. Its business model is based on a structured fee system for its fiduciary services, which can include setup costs, annual management fees, and transaction-based charges through retainer agreements or service contracts.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2025
- Headquarters
- Las Vegas, United States
- Employees
- 13
- Open positions
- None listed
- Dealroom signal
- 74.8/100
- Industry
- Fintech
- Sub-industry
- Financial Management Solutions
- Sector
- Fintech, Core AI, Financial Advisory, Financial Advisor Tools, Treasury Management
- Technology
- Artificial Intelligence
- Business model
- SaaS
- Client focus
- b2b
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SEED✓Equity / VC | Mar 2026 | $12M | $47M | The Fintech Fund · Wischoff Ventures · Runa Capital · Immad Akhund | ↗ |
Growth signals
Latest recorded traffic for Axiom Trust is 1.7K monthly website visits, down 5.6% over the last three months.
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed7 investors entered at this stage
Lightspeed Venture Partners
The Fintech Fund
Wischoff Ventures
Runa Capital
Immad Akhund
Primetime Partners
SNR VC
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Axiom Trust on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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