When was Axiom Trust founded?

Axiom Trust was founded in 2025 and raised its 1st funding round 1 year after it was founded.

Where is Axiom Trust located?

Axiom Trust is headquartered in United States.

How many employees does Axiom Trust have?

As of Aug 31, 2026, the latest employee count at Axiom Trust is 13.

Is Axiom Trust a funded company?

Axiom Trust is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Mar 09, 2026.

When was the latest funding round of Axiom Trust?

Axiom Trust's latest funding was a $***** Seed round on Mar 09, 2026, with participation from 6 investors. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $1.17B in funding in 2026 to date.

Where does Axiom Trust rank among its competitors?

Axiom Trust ranks 423rd amongst 5042 active competitors, of which 72 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Axiom Trust, which secured $11.8M in Mar, 2026.

Who are the top competitors of Axiom Trust?

Axiom Trust's top competitors include Focus Financial Partners, Alera Group and Raymond James. Among them, Axiom Trust secured the most recent funding round in March, 2026.

Axiom Trust - 2026 Company Profile, Team, Funding & Competitors

Axiom Trust is a seed company based in United States, founded in 2025 by David Meister. It operates as an AI based platform to modernize trust administration for families and advisors. Axiom Trust has raised $11.8M in funding from Lightspeed Venture Partners. The company has 5042 active competitors, including 72 funded and 444 that have exited. Its top competitors include companies like Focus Financial Partners, Alera Group and Raymond James.

Company Details

AI based platform to modernize trust administration for families and advisors. It combines regulated fiduciary services with AI software to automate tasks like parsing legal documents, structuring data, monitoring trust activity, and generating reports. The platform targets families, estate attorneys, RIAs, CPAs, bank trust departments, and family offices.

Website: axiom-trust.com
Email ID: *****@axiom-trust.com
Part Of

Key Metrics

Founded Year

2025

Location

United States

Stage

Seed

Total Funding

$11.8M in 1 round

Latest Funding Round

Seed, Mar 09, 2026, $*****

Investors

Lightspeed Venture Partners & 5 more

Ranked

423^rd among 5042 active competitors

Employee Count

13 as on Aug 31, 2026

Similar Companies

Focus Financial Partners & 9757 more

View Axiom Trust's full profile

Axiom Trust has raised a total funding of $11.8M over 1 round. Its latest funding round was a Seed round on Mar 09, 2026 for $*****. 6 investors participated in its latest round. Axiom Trust has 5 institutional investors and 1 angel investor.

Here is the list of recent funding rounds of Axiom Trust:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 09, 2026	2383898	Seed	8992632	7521224	8984542	5956699

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View details of Axiom Trust's funding rounds and investors

The founders of Axiom Trust is David Meister.

Here are the details of Axiom Trust's key team members:

David Meister: Founder of Axiom Trust. They serve on the board of 1 company.

View details of Axiom Trust's Founder profiles and Board Members

Axiom Trust's employee count trend

Axiom Trust has 13 employees as of Aug 26. Here is Axiom Trust's employee count trend over the years:

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Top competitors of Axiom Trust include Focus Financial Partners, Alera Group and Raymond James. Here is the list of Top 10 competitors of Axiom Trust, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	73/100
2nd	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	72/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	70/100
4th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
5th	LPL Financial 1989, San Diego (United States), Acquired	Stock brokerage firm	-	Hellman & Friedman, Lee Equity & 3 others	66/100
6th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
7th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	64/100
8th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
9th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	NB Group, Crawley Ventures & 1 others	62/100
423rd	Axiom Trust 2025, United States, Seed	AI based platform to modernize trust administration for families and advisors	$11.8M	Lightspeed Venture Partners, SNR & 4 others	34/100