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Stax.ai

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Stax.ai streamlines industries with cloud-based automation, sparked by Pinnacle Plan Design, tailored for retirement TPAs, fostering lasting client partnerships

Scottsdale, United StatesFounded 2020AI
Valuation $25–50M Last recorded · 2024
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Stax.ai and the history behind them.

About Stax.ai

Stax.ai is a pioneering startup in the field of intelligent document management, leveraging artificial intelligence (AI) to streamline and automate document workflows. The company primarily serves businesses and enterprises that handle large volumes of documents, such as healthcare providers, legal firms, and financial institutions. These clients often struggle with the time-consuming task of managing and extracting information from various document types, including prescriptions, specialty reports, and lab work.

Operating in the AI-driven document management market, Stax.ai offers a unique platform that enables users to quickly find actionable information without the need to manually open and sort through each document. This is achieved through an AI-powered search engine that allows for fast and efficient search queries, significantly reducing the time administrative staff spend looking for necessary information.

Stax.ai's business model revolves around providing enterprise-level services through partnerships with enterprise integrators and managed IT service providers. These partners help clients integrate Stax.ai with their existing systems, set up automation pipelines, and train users, ensuring a seamless transition and effective use of the platform. The company generates revenue through subscription fees for its software services and additional charges for premium integration and support services.

By automating repetitive tasks such as filing records, extracting information, handling new client intakes, and logging communications, Stax.ai saves companies thousands of hours each month and hundreds of thousands of dollars annually. This allows businesses to prioritize their time on more critical tasks, thereby enhancing productivity and growth.

Source: Dealroom company data

At a glance

Founded
2020
Headquarters
Scottsdale, United States
Sector
AI

Investors

3 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed2 investors entered at this stage

  • Arizona Venture Development Corporation
  • AZ-VC

Series A1 investor entered at this stage

  • Neotribe
Team profiled 4 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 3 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
1 countries with
team presence
🇺🇸 United States100%
1 country shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Stax.ai 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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