# Alix

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/alix

- Industry: Financial Services
- Headquarters: Los Gatos, US
- Website: www.meetalix.com
- Total disclosed funding: $35M
- Latest round: Series A (Jul 8, 2025)
- Investors on record: 10

## About

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. raised USD 20 million in series A funding led by new investor Acrew Capital, with participation from other new investors Charles Schwab & Co. and Edward Jones. Returning investors Initialized Capital, Scribble Ventures, Magnify Ventures, Ziegler Link•Age Fund, Cameron Ventures, and other unspecified investors also participated in the round. 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.  The company plans to use the July 2025 funding to accelerate its platform and widen its workforce talent.

## Funding rounds

- Series A, Jul 8, 2025, $30M — Charles Schwab, Initialized Capital, Ziegler, Magnify Ventures, Acrew Capital, Scribble Ventures, Cameron Ventures, Edward Jones Ventures
- Seed, Sep 7, 2023, $5.5M — Initialized Capital, American Family Ventures, Alumni Ventures Group, Magnify Ventures, Scribble Ventures, Cameron Ventures

## Investors

- Initialized Capital (https://capitalatlas.ai/funds/initialized-capital) — Seed, Series A
- American Family Ventures (https://capitalatlas.ai/funds/american-family-ventures) — Seed
- Alumni Ventures Group (https://capitalatlas.ai/funds/alumni-ventures-group) — Seed
- Magnify Ventures — Seed, Series A
- Scribble Ventures (https://capitalatlas.ai/funds/scribble-ventures) — Seed, Series A
- Cameron Ventures (https://capitalatlas.ai/funds/cameron-ventures) — Seed, Series A
- Charles Schwab — Series A
- Ziegler (https://capitalatlas.ai/funds/ziegler) — Series A
- Acrew Capital (https://capitalatlas.ai/funds/acrew-capital) — Series A
- Edward Jones Ventures (https://capitalatlas.ai/funds/edward-jones-ventures) — Series A