Alix’s cover photo
Alix

Alix

Financial Services

San Francisco , Ca 3,693 followers

There’s a simpler, smarter way to settle an estate: Let Alix do it.

About us

We’re powering wealth across generations by handling the hardest parts of estate settlement and taking tedious tasks off the plates of anyone who’s experienced the loss of a loved one. Alix was built by the most experienced professionals in the estate settlement industry. We’ve put our years of experience to work, growing a dedicated care team and building an intuitive, AI-powered app to help transfer $84 trillion of wealth, simply and smartly, with personalized plans tailored to the unique needs of every family and estate.

Website
https://www.meetalix.com
Industry
Financial Services
Company size
11-50 employees
Headquarters
San Francisco , Ca
Type
Privately Held
Founded
2022

Locations

Employees at Alix

Updates

  • Alix reposted this

    Recently at Web Summit Vancouver, I had the chance to speak as part of the Founders Series keynote lineup, sharing the stage with leaders building what comes next in AI. For Alix, that means applying AI to one of life’s most painful transitions: settling a loved one’s estate after they’ve passed away. Estate settlement is complex, emotional, and operationally brutal: coordinating across banks, insurance companies, brokerages, government agencies, subscriptions, creditors, and more. Families are navigating all of this while grieving. We built an organization of trained AI agents to handle the administrative burden, while our team of empathetic human experts guides families through the important decisions. The executor stays in charge. The painful, time-consuming work? We take that on. Thank you to Web Summit Vancouver for the opportunity to share how Alix is bringing premium estate settlement support to more families.

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  • View organization page for Alix

    3,693 followers

    At Alix, we believe technology should make difficult moments easier and keep people at the center of the process. That belief is what brought us together with Edward Jones Ventures. Alix was built to help families navigate the administrative and financial responsibilities that follow the loss of a loved one, work that can feel overwhelming at a time when clarity and support matter most. Since last July, we’ve partnered closely with Edward Jones Ventures to explore thoughtful ways technology can better support families and the advisors who guide them. Their continued support reinforces a shared commitment to human-led innovation in wealth management, technology that simplifies complexity while honoring the emotional weight of these moments. We’re grateful to Greg Robinson, Jerry Chen, and the Edward Jones Ventures team for the partnership and the care they bring to this work. Read the full announcement here: https://lnkd.in/g5wzWsQW

  • View organization page for Alix

    3,693 followers

    If you’re serious about building agentic AI from the ground up, join a team that’s been AI-native since day one—not one retrofitting legacy systems. At Alix, our platform is purpose-built for agentic workflows, giving technologists room to push the frontier forward. Interested? Let’s talk. #AI #Agents #AgenticAI

    At Alix we're continuing to build out our Engineering, Product, and Architecture teams. If you or someone you know what's to help us build our AI-driven estate settlement organization, then check out our roles here! Appreciate our network passing onto anyone who may be interested: https://lnkd.in/evccFh-X

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  • View organization page for Alix

    3,693 followers

    Today marks a major milestone for Alix. We’re thrilled to announce our $20M Series A! This funding is a testament to the mission we’ve been building toward: helping families navigate the complex, emotional world of estate settlement with the support of both compassionate humans and intelligent AI. A heartfelt thank you to our partners, our entire team, and our incredible leaders, Alexandra Mysoor and Hugh Tamassia. We wouldn’t be here without your vision and leadership. With this investment, we’ll invest in our AI capabilities to scale faster, reach more families, and continue reimagining one of life’s most difficult transitions—making it simpler, smarter, and more human. We’re just getting started!

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Funding

Alix 4 total rounds

Last Round

Series A

US$ 20.0M

See more info on crunchbase