Alix secures $20M Series A funding from Acrew, Charles Schwab, and Edward Jones Ventures to enhance its AI strategy and growth.
Amount Raised
$20 Million
Round Type
Series A
San FranciscoFinanceFintechInvestors
Description
Alix announces a $20 million Series A funding round to support its AI-enabled estate settlement platform. The funding will help the company scale its operations and reach more families in need. Led by Acrew, Charles Schwab, and Edward Jones Ventures, the round also saw participation from existing investors. The goal is to transform the estate settlement process after the loss of a loved one.
Quick answer
Alix raised $20 Million in a Series A round, dated July 21, 2025. Investors: Scribble, Initialized Capital, Edward Jones Ventures, Charles Schwab, Magnify, Ziegler Link•Age Funds, Cameron Ventures and Acrew Capital. Alix is based in San Francisco, California, United States.
- How much did Alix raise?
- Alix raised $20 Million in a Series A round on July 21, 2025.
- Who invested in Alix?
- Scribble, Initialized Capital, Edward Jones Ventures, Charles Schwab, Magnify, Ziegler Link•Age Funds, Cameron Ventures 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.
- Lendistry raised $5M on September 4, 2025.
- Lead Bank raised $70M (Series B) on September 4, 2025.
- StockGro raised $5.7M (Debt Financing) on September 4, 2025.
- Puro.earth raised $13M (Series B) on September 4, 2025.
- Pave Finance raised $14M (Seed) on September 3, 2025.
- Kea raised $7M (Seed) on September 3, 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
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Funding Insights
What this usually meansAlix 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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