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estate settlement1 ai1 fintech1 wealthtech1 probate1 trust administration1 agentic ai1 wealth transfer1 estate planning1 san francisco1 series a1 executor1 death tech1

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CompanyAiFintech

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.

San FranciscoHQ

~$10,650,000Seed / earlier

estate settlementaifintechwealthtechprobatetrust administration