Alix reported raising $29.6 Million in an initial SEC Form D filing, from an offering of $30.7 Million
Round Type
Venture
San FranciscoFinanceFintechInvestors
Quick answer
Alix raised $29.6 Million in a funding round, dated July 8, 2025. Investors: Charles Schwab, Edward Jones, Magnify Ventures, Initialized Capital and Acrew Capital. Alix is based in San Francisco, California, United States.
- How much did Alix raise?
- Alix raised $29.6 Million in a funding round on July 8, 2025.
- Who invested in Alix?
- Charles Schwab, Edward Jones, Magnify Ventures, Initialized Capital and Acrew Capital are named as investors in this round.
- What does Alix do?
- Alix is the first and only automated wealth transfer solution designed to simplify the estate settlement process.
- Where is Alix based and how big is it?
- Alix is based in San Francisco, California, United States. Fundz records about 33 employees.
- Who are the decision-makers at Alix?
- Fundz holds 1 contact at Alix. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Finance and Fintech around the same time
Companies in the same sectors as Alix that raised within 45 days of this round, from Fundz verified event records.
- Strive, Inc. raised $8M on August 22, 2025.
- Verdata raised $8M (Series A) on August 21, 2025.
- Loandepot raised $150M (Debt Financing) on August 19, 2025.
- Casca raised $29M (Debt Financing) on August 19, 2025.
- AND Global raised $21M (Series B) on August 18, 2025.
- Treasy raised $1.1M (Funding Round) on August 15, 2025.
Who to call at Alix, and when
A new round usually means Alix is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Alix raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Alix, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Alix. With Fundz connected, it knows.
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Fundz sees it the moment Alix raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Alix raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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