What CROSStrax does

CROSStrax is a cloud-based SaaS platform that provides case management and digital safety tooling primarily for private investigators, risk managers, safety professionals, executive protection teams, and adjacent professional services such as legal, insurance, corporate security, and process serving. The core platform combines case lifecycle management, real-time GPS tracking, evidence and communication logging, billing and expense automation (with QuickBooks sync), investigation report generation, secure client portals, and a credentialed nationwide investigator network called the Investigator Alliance for case referrals. Built-in proprietary modules extend the platform with CTX AI (case analysis and document review), CTX Truth (linguistic deception detection), CTX Vision (secure recorded video conferencing), CTX e-Sign (digital signatures), audio transcription, and Risk Shield (a B2C/B2B personal safety application with SOS alerts and threat detection). The technology stack runs on AWS with virtual private cloud architecture, multi-AZ autoscaling for stated 100% uptime, end-to-end TLS encryption, and SOC 2 Type II, HIPAA, CJIS, GDPR, and PCI DSS-aligned controls.

CROSStrax operates as a privately held Florida LLC (CROSStrax LLC) headquartered in Destin, Florida, founded circa 2003 with the platform publicly launched around 2016 and continuously refined for two decades in collaboration with practitioners. The company is founder-owned and bootstrapped with no disclosed venture capital, private equity, or institutional investment, and operates with a small internal team (1-10 employees). Revenue is generated through monthly SaaS subscriptions (with prorated plan changes), optional paid custom onboarding and software customization services, and affordable consumer Risk Shield plans. Distribution combines a self-serve free trial motion on web and native iOS/Android apps with enterprise demos handled by an inside sales team, supported by content marketing, organic SEO, and email campaigns. Customers span 30+ U.S. states with named testimonials from private investigators and corporate security operators in Florida, California, Texas, New York, and Illinois, and reported outcomes include roughly 40% reductions in administrative overhead.

Name

CROSStrax

Legal name

CROSStrax LLC

Website

https://crosstrax.co

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

CROSStrax is a cloud-based SaaS platform providing case management, GPS tracking, billing, reporting, and digital safety tools for private investigators, risk managers, legal, insurance, corporate security, and consumer safety users across 30+ U.S. states.

Ownership category

akta.pro rank

Headquarters

HQ city

Destin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription: Monthly subscription plans billed in advance with automatic renewal. Users select plan level which determines features and user capacity. Plan upgrades/downgrades possible with prorated charges.
2. Custom Onboarding Services: Optional paid onboarding services include personalized setup, training, and integration assistance. Charged separately from subscription.
3. Software Customization: Custom development and modification services billed as mutually agreed between CROSStrax and Primary Account Holder.
4. Risk Shield Consumer Plans: Affordable monthly plans for individual consumers using Risk Shield safety application.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

CROSStrax is a cloud-based SaaS platform that provides private investigators, risk managers, safety professionals, executive protection teams, and related businesses with case management, evidence tracking, GPS tracking, billing/expense automation, investigation report generation, and digital safety tools. It also operates a separate B2C mobile/web safety application (Risk Shield) and a nationwide vetted investigator network (The Investigator Alliance) for case referrals. The platform is built on AWS infrastructure and integrates proprietary AI features such as CTX AI, CTX Truth (linguistic deception detection), CTX Vision (secure video conferencing), and CTX e-Sign.

Product overview

CROSStrax is a unified cloud-based SaaS platform combining private investigation case management software with digital safety tools. The core product is the CROSStrax Platform (case management SaaS), which integrates multiple specialized modules including Real-Time GPS Tracking, Billing & Expenses, Investigation Reports, Surveillance Investigation Software, Process Service, and The Investigator Alliance network. Adjacent products include Risk Shield (a separate mobile/web app for B2C and B2B digital safety with SOS alerts and threat detection) and built-in AI features (CTX AI for document analysis, CTX Truth for deception detection, CTX Vision for video conferencing, CTX e-Sign for digital signatures, and Audio Transcription). The platform is designed for investigative professionals, risk managers, safety professionals, executive protection teams, and businesses across industries including domestic, legal, insurance, corporate, and process service.

Differentiator

Problem solved

Functional benefit

Brands

• Risk Shield: A mobile and web application for digital safety offering SOS alerts, threat detection, location sharing, and parental controls. Provides real-time risk alerts and expert support to protect business, people, and assets.
• Investigator Alliance
• CTX Vision
• CTX e-sign
• CTX Truth
• CTX AI

Products and services

• CROSStrax Platform

Quantifiable outcome

• 40% reduction in administrative overhead
• +1 more outcomes

Named customers5 records

Segments8 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability10 records

Feature11 records

Partnerships

Eight partnerships are on record, tiered core.

• IRBsearchcoreTechnology or IntegrationDeep integration embedding skip-tracing platform within CROSStrax. Users access real-time data including nationwide public records, vehicle sightings, and court documents directly from CROSStrax dashboard. Streamlines email/chat integration, media uploads, billing, and reporting.
• ZapiercoreTechnology or IntegrationNo-code workflow automation connecting CROSStrax with thousands of apps including Stripe, Google Drive, HubSpot, Xero, and Wix. Triggers like New Case or New Contact automatically initiate actions across connected platforms.
• AdobecoreTechnology or IntegrationPDF integration enabling easy generation, viewing, and sharing of professional PDF reports and case files directly within the platform.
• Microsoft OfficecoreTechnology or IntegrationIntegration with Word, Excel, and Outlook for seamless document editing and email communication directly from within CROSStrax case management system.
• QuickBookscoreTechnology or IntegrationFinancial integration syncing case data with QuickBooks for streamlined billing, invoicing, and financial tracking without switching platforms.
• DelvepointcoreTechnology or IntegrationPublic records and investigative database access directly from CROSStrax dashboard. Enables instant background checks, people searches, and skip-tracing tools to enhance case intelligence.
• The Investigator AlliancecoreStrategic or Co-development PartnerNationwide network of vetted investigators enabling case referrals and collaboration. Quality control includes credential verification (PI licenses, insurance, driver's license) and performance ratings from assigning companies.
• Amazon Web Services (AWS)coreOthersCloud infrastructure provider using AWS with virtual private cloud (VPC) for secure, highly available environment. Multiple availability zone setup ensures 100% uptime with autoscaling capabilities.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Logikcull: Logikcull provides eDiscovery and document-review automation for legal teams; it overlaps with CROSStrax's document review and investigation-report workflows for legal and insurance customers.
• Clio: Clio is the leading legal practice management SaaS for law firms; while horizontal to legal rather than investigative, it increasingly overlaps with CROSStrax's legal and criminal-defense customer segments through intake, billing, and matter management.
• TimeSolv: TimeSolv is a legal time-tracking and billing SaaS that competes with CROSStrax's billing and expense module among law firms and solo legal practitioners who handle investigative-adjacent work.
• Smokeball: Smokeball is a legal practice management platform with document, matter, and billing automation, overlapping with CROSStrax's legal and small-firm customers who need integrated workflow and reporting tools.
• LexisNexis Accurint: LexisNexis Accurint (and related investigative data products) provide background-check, public-records, and skip-tracing data feeds that CROSStrax integrates around through Delvepoint — Accurint is a broad incumbent in the same investigative-data ecosystem.

Direct peers

• i-Sight: i-Sight is a case management platform built for investigators, fraud examiners, and compliance teams, directly competing with CROSStrax in the investigative case-management SaaS category with similar workflows for evidence, reporting, and audit-ready documentation.
• CaseFile: CaseFile is purpose-built case management software for private investigators and skip tracers, sharing CROSStrax's vertical specialization for PI workflows including reports, billing, and case notes, though it primarily serves Australian investigators.
• Case Closed Software: Case Closed Software is an investigation case management platform used by law enforcement, PIs, and corporate security teams, directly comparable to CROSStrax on case lifecycle, evidence handling, and investigative reporting.

Others

• IRBsearch: IRBsearch is a skip-tracing and public-records platform with deep native integration into CROSStrax; it is an ecosystem partner and adjacent data vendor rather than a direct SaaS competitor.
• Skopenow: Skopenow is an OSINT and social-media intelligence platform integrated with CROSStrax for online investigations; it is an ecosystem partner providing data capabilities CROSStrax layers on top of within its case workflows.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/crosstraxcloud
• Facebookfacebook.com/CROSStraxLLC
• LinkedInlinkedin.com/in/crosstraxcms

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CROSStrax