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Alix

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Technology and expert assistance to help ease the burden of estate settlement for families

San Francisco, United StatesFounded 2022Legal
Valuation $100–250M Last recorded · 2025
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Alix and the history behind them.

About Alix

Alix is a platform designed to streamline the estate settlement process for families after a death. The company combines an AI-powered platform with a team of experts, including fiduciaries, CPAs, and lawyers, to manage the complexities of settling an estate. This service is available to families regardless of whether the deceased had a will, a trust, or no formal estate plan.

The platform handles a wide range of tasks involved in closing out a person's affairs. These include managing and simplifying document management, overseeing asset distribution, and navigating legal processes. Functionalities extend to practical matters such as claiming life insurance, transferring bank accounts and vehicle ownership, canceling memberships, and notifying credit agencies. The business model appears to be a service-based fee structure, where families hire Alix to manage the entire settlement process, providing them with a single point of contact and transparent updates through the Alix application.

The target market consists of families and individuals tasked with the responsibility of settling a loved one's estate. By integrating technology with human expertise, Alix aims to reduce the administrative burden and emotional stress typically associated with this process, offering a more efficient and guided experience.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2022
Headquarters
San Francisco, United States
Employees
76
Open positions
4
Dealroom signal
89.1/100
Industry
Legal
Sector
Legal
Technology
Artificial Intelligence
Client focus
b2b

Funding history

4 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
EARLY VC✓Equity / VC Sep 2025 $0 — Undisclosed ↗
SERIES A✓Equity / VC Jul 2025 $20M $80M Initialized Capital · Scribble Ventures · Magnify Ventures · Edward Jones Ventures ↗
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Growth signals

Alix website traffic

Latest recorded traffic for Alix is 150K monthly website visits, up 400% over the last three months. Alix's team grew 85.4% over the past year.

Latest monthly visits150K 3-month web change+400% 1-year team growth+85.4%
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Similar companies

Closest operating peers by Dealroom taxonomy

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Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

10 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed5 investors entered at this stage

Series A5 investors entered at this stage

  • Edward Jones Ventures
  • Charles Schwab
  • ACrew Capital
  • Ziegler
  • Cameron Ventures
Team profiled 5 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
2 countries with
team presence
🇺🇸 United States98.4%
🇬🇪 Georgia1.6%
2 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Alix on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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