Alix
PrivateLast Round
Series A
Jul 21, 2025
Total Funding Raised
$25.5M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Alix is a financial software company that provides an AI-powered platform to automate and simplify the estate settlement process, combining technology with expert human support.
Sector
FinTech
Verticals
Legal Tech, Wealth Management, Workflow Automation, PropTech Services
Business Model
B2C
Customer Profile
Services & Consulting, Revenue Share
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Alix Comparables
Compare Alix with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| ClearEstate | 93% | |
| Atticus | 84% | |
| EverSettled | 81% | |
Alix Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jul 21, 2025 | ||||
| Seed | Sep 7, 2023 |
Key People
Founding team and executive leadership
Alix Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ziegler | Series A |
| Edward Jones Ventures | Series A |
| Scribble Ventures | Series A, Seed |
| Acrew Capital | Series A |
| Initialized Capital Management | Series A, Seed |
| Magnify Ventures | Series A, Seed |
| American Family Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 26, 2026
Monthly visitors increased 41% MoM to 77.2K.
- Jul 1, 2026
Grew 34% QoQ, from 56 to 75 employees.
Alix Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Alix's valuation, stock price, and market status.