Alix
PrivateLast Round
Series A
Jul 21, 2025
Total Funding Raised
$25.5M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Alix operates in FinTech and is based in Los Gatos, California. Its latest recorded funding round was a Series A round in July 2025.
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
Wealth Management, Legal Tech, Workflow Automation
Business Model
B2C
Customer Profile
Services & Consulting, Revenue Share
AI Layer
Application
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% |
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Alix Funding Rounds
Historical fundraising activity
| 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
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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 |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 25, 2026
Grew 19% QoQ, from 67 to 80 employees.
- Aug 20, 2026
Monthly visitors grew 93% MoM.
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Alix Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Alix's valuation, stock price, and market status.
Is Alix a public or private company?
Alix is a private company.
What is the current stock price of Alix?
Alix is a private company, so its shares have no public market price. Caplight tracks Alix's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Alix worth (valuation)?
Valuation information for Alix is not publicly available.
Can I buy Alix stock?
Alix shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Alix's last funding round?
Alix's most recent funding round was Series A on July 21, 2025.
Who are the main investors in Alix?
Key investors in Alix include Acrew Capital, Initialized Capital Management.
Will Alix IPO soon?
No public IPO plans have been announced for Alix.
How can I track Alix secondary market activity?
Caplight tracks bids, offers, and trades in Alix's shares on secondary markets.