# Alix

> Alix is a San Francisco wealthtech company that automates estate settlement, the slow, paperwork-heavy process of closing a person's affairs after they die. Pairing agentic AI with human Settlement Specialists, Alix handles 100+ tasks, from asset discovery and debt negotiation to probate filings and account closures, that typically take an executor up to 900 hours over 9 to 18 months. Founded in 2023 by Alexandra Mysoor and Hugh Tamassia, the company raised a $20M Series A in July 2025 led by Acrew Capital, with backing from Charles Schwab and Edward Jones Ventures.

- **Founded:** 2023
- **Headquarters:** San Francisco, California, United States
- **Founders:** Alexandra Mysoor (CEO & Co-founder), Hugh Tamassia (President & Co-founder)
- **Team size:** ~80 employees
- **Products:** Estate settlement platform, Settlement Specialists, Alix app, Probate and tax handling
- **Notable:** Raised an oversubscribed $20M Series A in July 2025, bringing total funding to $30.65M., Grew from concept to a category-defining product in roughly two years., Attracted strategic capital from Charles Schwab and Edward Jones Ventures.

## Products & services

- **Estate settlement platform** — An AI-powered platform combined with human Settlement Specialists that handles 100+ responsibilities of closing an estate: asset discovery, debt negotiation, legal filings, account management, and distribution to heirs.
- **Settlement Specialists** — Dedicated experts, including Certified Trust and Fiduciary Advisors, who listen to each family, build a customized plan, and do the heavy lifting while the executor keeps control.
- **Alix app** — A progress-tracking app where executors and families monitor every task, expense, and filing through to probate closure and tax completion.
- **Probate and tax handling** — Coordination of probate filings, tax returns, and closure, plus home sourcing/maintenance/sale, bill and subscription cancellation, and account reconciliation.

## Achievements

- Raised an oversubscribed $20M Series A in July 2025, bringing total funding to $30.65M.
- Grew from concept to a category-defining product in roughly two years.
- Attracted strategic capital from Charles Schwab and Edward Jones Ventures.
- Helped families negotiate large debts down, including one estate cut from $80,000 to $20,000.
- Operates across all 50 states with accredited, SSL-secured service.

## Latest updates

- **2025-07** — Closed a $20M Series A led by Acrew Capital to scale its agentic AI strategy, expand the team, and open a San Francisco office.
- **2025-07** — TechCrunch reported Acrew's Lauren Kolodny is betting on Alix's AI to revolutionize estate processing ahead of a $124 trillion wealth transfer.

## Links

- Website: https://meetalix.com
- LinkedIn: https://www.linkedin.com/company/meetalix
- Twitter/X: https://x.com/letalixdoit
- YouTube: https://www.youtube.com/watch?v=7gJILaUcLic
- Instagram: https://www.instagram.com/letalixdoit/
- TikTok: https://www.tiktok.com/@meetalix

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Profile page: https://yespress.io/alix
Published by YesPress — https://yespress.io
Last updated: 2026-06-16