Alix

Private

Los Gatos, CaliforniaFinTechhttps://www.meetalix.com/

Last Round

Series A

Jul 21, 2025

Total Funding Raised

$25.5M

Momentum

Top 10%

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

estate settlementestate administrationexecutor assistanceprobate assistancedeath techestate settlement platformprobate techtrustee assistanceaccount closure serviceproperty title transferestate asset discoveryAI estate settlementwealth management partnershipsfuneral home partnershipstech-enabled service

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Alix Comps

Public and private peers based on sector, stage, and business model.

Alix comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Alix Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Series A	Jul 21, 2025
Seed	Sep 7, 2023

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Key People

Founding team and executive leadership

Timothy Myers

Chief Technology Officer

Executive Team

Dale Hill

Chief Financial Officer

Executive Team

William Hawley

Chief Operating Officer

Executive Team

Alix Investors

Notable investors and investment history

Alix investors
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

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Market signals

Structured signals derived from secondary market and firmographic data.

Jun 17, 2026
Monthly visitors increased 81% MoM, reaching 54.7K.
Jul 28, 2025
Raising Series A to accelerate AI-driven estate settlement platform development.

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Alix Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Alix Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Alix's valuation, stock price, and market status.

Firmographic Details

HeadquartersLos Gatos, California

Employee Range75

Year Founded2022

Last FundingJul 21, 2025

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