Alix
San Francisco, US · Founded 2022 · Delaware corporation · 6 known investors
Alix provides estate and trust settlement services for families after the death of a loved one, handling the legal, financial, and personal tasks executors face, such as accounting, home sale coordination, bill management, and asset transfers. Each client is assigned a dedicated Settlement Specialist who manages the process and coordinates with any attorneys, financial advisors, fiduciaries, or CPAs involved.
ConsumerFintechLegalTechSaaS
Founders & leadership
Alix was founded in 2022 by Alexandra Mysoor.
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Alexandra MysoorinFounder & CEO
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Shital Ashok MehtaExecutive
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Hugh TamassiaPresident
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Bill HawleyCOO
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Dale HillCFO
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Tim MyersCTO
Board
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Scott QuistBoard director
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Investors · 6
Acrew CapitalSan Francisco · $1M – $15Mvia Lauren Kolodny · board
American Family VenturesBoston · $250K – $10M
Cameron VenturesOklahoma City · $250K – $2Mvia Aaron Webster · inferred
Magnify VenturesSanta Monica · $250K – $2M
Scribble VenturesPortola Valley · $750K – $1.5M
Initialized CapitalreportedSan Francisco · $1M – $5Mvia Andrew Sather · board
Reported raises · per SEC filings
Form D private placements$29.6M disclosed across 1 round · 2025
▶$29.6MraisedJul 2025 · 14 investors · OtherRule 506(b)
▶$29.6MraisedJul 2025 · 14 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Scott QuistDirector
- Shital Ashok MehtaExecutive Officer, Director
- Lauren KolodnyDirector
- Andrew SatherDirector
- Hugh TamassiaDirector
- Offering amount
- $30.7M
- Amount sold
- $29.6M
- First sale
- Jul 2025
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
by search overlap
Trust & Will441 shared keywordsTrust & Will is an online estate planning platform that guides customers through creating legally customized wills, trusts, and related documents. The service targets individuals and families seeking an affordable, accessible alternative to traditional legal services for estate planning.
Empathy313 shared keywordsEmpathy offers an AI-guided platform for estate planning and end-of-life support, including its Empathy LifeVault product for creating legally compliant documents and organizing financial assets and directives. It is sold to institutions such as employers and financial companies to support the individuals they serve during loss and legacy planning.
Elayne307 shared keywordsElayne provides AI-powered estate planning and settlement guidance for families preparing for and navigating loss, combining legal tools with compassionate support.
SmartAsset301 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
ClearEstate247 shared keywordsClearEstate provides a technology platform for settling estates, automating administrative tasks and reducing professional fees for executors managing the estate settlement process.
Avvo234 shared keywordsSeattle-based online legal marketplace with lawyer ratings, reviews and Q&A, acquired by Internet Brands in 2018.
Companies competing with Alix for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Alix Earle invests in beauty-from-within wellness brand Cymbiotika - Global Cosmetics Newsglobalcosmeticsnews.com · Aug 2026Frequently asked questions
- What does Alix do?
- Alix provides estate and trust settlement services for families after the death of a loved one, handling the legal, financial, and personal tasks executors face, such as accounting, home sale coordination, bill management, and asset transfers. Each client is assigned a dedicated Settlement Specialist who manages the process and coordinates with any attorneys, financial advisors, fiduciaries, or CPAs involved.
- Who founded Alix?
- Alix was founded by Alexandra Mysoor in 2022.
- Who are Alix's investors?
- Alix's investors include Acrew Capital, American Family Ventures, Cameron Ventures, Magnify Ventures, Scribble Ventures, Initialized Capital.
- How much funding has Alix raised?
- Alix has disclosed $29.6M raised across 1 round.
- Where is Alix headquartered?
- Alix is headquartered in San Francisco, US.