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Alix

San Francisco, US · Founded 2022 · Delaware corporation · 80 employees on LinkedIn · 6 known investors

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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.

AMAlexandra Mysoor
Alexandra MysoorFounder
SA
Shital Ashok MehtaExecutive
HTHugh Tamassia
Hugh TamassiaCo-FounderHe has held executive roles building financial technology platforms at major financial institutions.
BHBill Hawley
Bill HawleyCOO
DHDale Hill
Dale HillCFODale Hill is a CFO of Alix with extensive experience in financial planning, analysis, and strategic modeling across software, technology, healthcare, and consulting industries. He has led financial close processes, M&A due diligence, and strategic planning for both public and private companies.
TMTim Myers
Tim MyersCTOHe brings over 25 years of experience in technology leadership and has worked with distributed ledger technology, large language models, low-code platforms, and customer analytics.

Board

SQ
Scott QuistBoard director
LKLauren Kolodny
Lauren KolodnyBoard directorInvestor at Aspect Ventures
ASAndrew Sather
Andrew SatherBoard directorPartner at Initialized Capital

Investors · 6

American Family Ventureslisted by American Family VenturesBoston · $250K – $10M

How we know: American Family Ventures's portfolio page · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us

Cameron Ventureslisted by Cameron VenturesOklahoma City · $250K – $2Mvia Aaron Webster · inferred
Initialized Capitallisted by Initialized CapitalSan Francisco · $1M – $5Mvia Andrew Sather · board

How we know: board seat on SEC Form D · initialized.com · Not right? Tell us

Magnify Ventureslisted by Magnify VenturesSanta Monica · $250K – $2M

How we know: open dataset · 5k.vc investor directory · Not right? Tell us

Scribble Ventureslisted by Scribble VenturesPortola Valley · $750K – $1.5M

How we know: Scribble Ventures's portfolio page · the VCSheet dataset · Not right? Tell us

Reported raises · per SEC filings

Form D private placements

$29.6M disclosed across 1 round · 2025

▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Related companies · 6

Trust & WillTrust & 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.
EmpathyEmpathy builds AI-based tools combined with human guidance to help people plan for and navigate loss and other difficult life transitions. Founded in 2020, it works with partners such as employers and insurers to provide support to covered employees and policyholders.
ElayneElayne provides AI-powered estate planning and settlement guidance for families preparing for and navigating loss, combining legal tools with compassionate support.
SmartAssetFisher 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.
ClearEstateClearEstate provides a technology platform for settling estates, automating administrative tasks and reducing professional fees for executors managing the estate settlement process.
AvvoSeattle-based online legal marketplace with lawyer ratings, reviews and Q&A, acquired by Internet Brands in 2018.

Companies working in the same space as Alix.

In the news

First Citizens' Silicon Valley Bank Supports Money20/20 Hub | FCNCA Stock Newsstocktitan.net · Aug 2026Alix Raises $20M in Series A Fundingfinsmes.com · Jul 2025

Frequently 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, Initialized Capital, Magnify Ventures, Scribble Ventures.
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.