Latest round

Series A

Last raised

Jul 2025

Total raised

$35M

Investors

10

About Alix

Based in California, US, and founded in 2022 by CEO Alexandra Mysoor and Hugh Tamassia, Alix, Inc. operates as a fintech company providing individuals with financial estate and wealth transfer management services. In July 2025, Alix, Inc. and Edward Jones. As of 2023, the firm operates from offices in New York, California, and Texas, US.  Alix, Inc. employs empathetic AI (artificial intelligence) and live support from professionals to help offer estate settlement solutions to users. The company develops and offers mobile applications and dashboards to help users with estate transfers, wealth management, and insights regarding cost estimations, transfer tracking processes, and personalized wealth management services catered to individual and family specifications. In addition, the firm uses artificial intelligence-based consultations to help with the financial planning and management for users.

Who invested in Alix

10 investors across 2 rounds

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Funding rounds

  1. Series A

    Jul 8, 2025

    Amount

    $30M

    Investors

    Locked

  2. Seed

    Sep 7, 2023

    Amount

    $5.5M

    Investors

    Locked

Questions about Alix

Who invested in Alix?

Alix has 10 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Alix raised?

Alix has raised 2 venture rounds. Sign up free to see how much each round raised and the total.

When did Alix last raise money?

Alix's most recent round on record is a Series A, in Jul 2025.

What does Alix do?

Based in California, US, and founded in 2022 by CEO Alexandra Mysoor and Hugh Tamassia, Alix, Inc.

Where is Alix headquartered?

Alix is headquartered in Los Gatos, US.

Which VCs invest in companies like Alix?

Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Alix's stage. Their profiles are linked below.

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