Alix
Alix is an estate settlement platform that uses AI to help families transfer wealth, with $29M in funding and 80 employees. The company is backed by financial services firms including Charles Schwab and Edward Jones.
The growth story
Alix grew from 4 to 80 employees between 2021 and 2026, raising $29M along the way, most recently a Series A in July 2025.
About
Alix provides software to automate estate settlement tasks for families dealing with loss. Its AI-powered app aims to simplify the transfer of wealth, which the company estimates at $84 trillion across generations.
The company raised $29M in a Series A in mid-2025. It has built a team of 80, drawing heavily from traditional financial services firms for talent.
Founders and leadership
Sales is the largest function with 10 employees. Leadership appears to come from estate settlement industry veterans, as noted in the company description.
The Alix org chart
Alexandra Mysoor (Co-Founder) leads 24 mapped leaders with 5 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Finance 22 (+1000% YoY), Sales 10 (+100% YoY), Business Development 10 (+67% YoY), Operations 6 (+50% YoY), Information Technology 5 (+150% YoY), Engineering 5 (+400% YoY).
Talent flow
The team comes primarily from financial services, with multiple hires from Edward Jones, Fidelity, and JPMorgan. Alumni have gone to wealth management firms and estate planning organizations.
Most common previous employers of Alix staff: Edward Jones (3), Fidelity Investments (2), Bank of America (2), JPMorganChase (2), Blizzard Entertainment (2), IBM (2). Former Alix employees most often moved to C&J Financial (2), Point of Aim Partners (1), Northern Trust Wealth Management (1), Boundless Blooms (1), Home From College (1), ESTATE PLANNING COUNCIL OF DIABLO VALLEY (1).
Alumni worth knowing
Web traffic
Traffic mix: 11% direct, 76% search, 4% social, 9% paid.
What this company is made of
Most common skills at Alix: Customer Service (31), Microsoft Office (27), Leadership (27), Communication (19), Project Management (19), Management (19), Public Speaking (18), Microsoft Excel (17).
Where the team actually sits
Alix people are concentrated in California, United States (24), United States (5), San Francisco Bay Area (4), Arizona, United States (3).
Search footprint
Alix attracts about 2,110 organic search visits a month, traffic worth roughly $25K a month if bought through ads. It gained 149 ranking keywords and lost 52 in the last period.
Frequently asked
Alix has 80 employees as of September 2026.
Alix has raised $29M in total, most recently a Series A round in July 2025.
Alix was founded in 2022 by Alexandra Mysoor, Hugh Tamassia.
Alexandra Mysoor (Co-Founder) sits at the top of Alix's reporting structure, with 5 direct reports.
The most common previous employers of current Alix staff are Edward Jones (3 people), Fidelity Investments (2 people), Bank of America (2 people).
Former Alix employees most often move to C&J Financial (2), Point of Aim Partners (1), Northern Trust Wealth Management (1).
Alix attracts about 2,110 organic search visits a month, worth roughly $25K a month in equivalent ad spend.
The most common skills among Alix staff are Customer Service, Microsoft Office, Leadership, Communication, Project Management.
Alix staff are concentrated in California, United States (24), United States (5), San Francisco Bay Area (4).
Alix has about 22 people in Finance, up 1000% over the past year, as of September 2026.
Alix has about 10 people in Sales, up 100% over the past year, as of September 2026.
Computed from 51 current and 31 former Alix profiles, as of September 2026. Source: Crustdata.
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