About Alix
Alix is a company based in New York (United States) founded in 2022 by Hugh Tamassia and Alexandra Mysoor.. Alix has raised $25.5 million across 2 funding rounds from investors including Edward Jones, Ziegler and Charles Schwab. Alix offers products and services including Estate Settlement Service and Care Team Consultation. Alix operates in a competitive market with competitors including FreeWill, Tomorrow, Trust and Will, Vanilla and GoodTrust, among others.
- Headquarter New York, United States
- Founders Hugh Tamassia, Alexandra Mysoor
-
Sectors
Professional & Legal Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Total Equity Funding
$25.5 M (USD)
in 2 rounds
-
Latest Funding Round
$20 M (USD), Series A
Jul 21, 2025
-
Investors
Edward Jones
& 9 more
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Alix
Alix offers a comprehensive portfolio of products and services, including Estate Settlement Service and Care Team Consultation. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Expert-led service for handling estate tasks like notifications and accounts.
Personalized expert calls to review and manage estate obligations.
Unlock access to complete
Funding Insights of Alix
Alix has successfully raised a total of $25.5M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $20 million completed in July 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Series A — $20.0M
-
First Round
First Round
(08 Sep 2023)
- Investors Count 10
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2025 | Amount | Series A - Alix | Valuation | Acrew Capital , Charles Schwab | |
| Sep, 2023 | Amount | Seed - Alix | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Alix
Alix has secured backing from 10 investors, including venture fund and institutional investors. Prominent investors backing the company include Edward Jones, Ziegler and Charles Schwab. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Seed and early-stage technology investments are managed by the firm.
|
Founded Year | Domain | Location | |
|
Venture capital investments are made in family-focused technology companies.
|
Founded Year | Domain | Location | |
|
Venture capital fund investing in seed to series A startups
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Alix
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Alix
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Alix Comparisons
Competitors of Alix
Alix operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as FreeWill, Tomorrow, Trust and Will, Vanilla and GoodTrust, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Online legal will management solutions are provided for non-profits.
|
|
| domain | founded_year | HQ Location |
Carbon footprint of daily activities is tracked via mobile software.
|
|
| domain | founded_year | HQ Location |
Legal will planning solutions are provided through a cloud-based platform.
|
|
| domain | founded_year | HQ Location |
Solutions for estate planning are provided to investment advisors.
|
|
| domain | founded_year | HQ Location |
Cloud based platform offering will management solution
|
|
| domain | founded_year | HQ Location |
Online platform that provides end of life planning
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Alix
When was Alix founded?
Alix was founded in 2022 and raised its 1st funding round 1 year after it was founded.
Where is Alix located?
Alix is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Alix?
Alexandra Mysoor is the current CEO of Alix. They have also founded this company.
Is Alix a funded company?
Alix is a funded company, having raised a total of $25.5M across 2 funding rounds to date. The company's 1st funding round was a Seed of $5.5M, raised on Sep 08, 2023.
What does Alix do?
Alix was founded in 2022 in New York, United States, within the legal technology sector. An AI-powered platform is operated to handle estate settlements, encompassing document management, asset distribution, and legal processes. Tools and dedicated teams are supplied to oversee the full estate planning workflow, supporting users in organized and efficient administration.
Who are the top competitors of Alix?
Alix's top competitors include FreeWill, Trust and Will and Vanilla.
What products or services does Alix offer?
Alix offers Estate Settlement Service and Care Team Consultation.
Who are Alix's investors?
Alix has 10 investors. Key investors include Edward Jones, Ziegler, Charles Schwab, Initialized Capital, and Magnify Ventures.