trust-administration
(2)
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.
True Link
True Link is a San Francisco fintech that builds banking, prepaid cards, and trust-administration tools for people the financial system tends to forget: aging adults, people with disabilities, those in recovery, and the family members and professional fiduciaries who manage their money. Co-founded in 2012 by Kai Stinchcombe and Claire McDonnell after Stinchcombe watched his grandmother lose her savings to telemarketers, the company now serves more than 250,000 families and 300+ nonprofits.