Alix Secures $20M to Expand AI Estate Settlement Platform

July 21, 2025
San Francisco-based startup Alix has raised $20 million in Series A funding to enhance its AI-driven estate settlement platform, aiming to streamline the process for families.
Alix Secures $20M to Expand AI Estate Settlement Platform

Alix, a San Francisco-based startup, has announced the successful completion of a $20 million Series A funding round. The investment was led by Acrew Capital, with participation from Charles Schwab and Edward Jones Ventures, among others.

The funding will be used to accelerate the development of Alix's AI-powered estate settlement platform, which aims to simplify the complex process of estate settlement for families. The company plans to expand its workforce, enhance product integrations, and improve customer experience. Additionally, Alix will open a new office in San Francisco to leverage the region's technology talent.

Founded two years ago, Alix has now raised a total of $30.65 million. The platform automates much of the estate settlement process, reducing the administrative burden on executors and heirs. By integrating artificial intelligence with human expertise, Alix seeks to improve efficiency while maintaining a personal touch in guiding clients through the estate settlement process.

We hope you enjoyed this article.

Consider subscribing to one of our newsletters like AI Funding Brief, Finance AI Weekly or Daily AI Brief.

Also, consider following us on social media:

AI Funding News AI in Finance AI Brief AI Brief (X)

More from: Funding

09/05
EverTrue Acquires DonorSearch to Enhance Fundraising Intelligence
09/05
Anthropic Restricts AI Services to Chinese-Owned Entities
09/04
Dyna Robotics Eyes $600 Million Valuation in New Funding Round
09/04
Sierra Technologies Nears $350 Million Funding Round
09/04
Lambda Prepares for IPO with Major Investment Banks

More from: Finance

09/05
Stripe Launches Tempo Blockchain for Stablecoin Payments
09/04
Rose Financial Solutions Expands AI-Enabled Financial Infrastructure
09/04
Lit Protocol Launches Vincent for AI Agents in DeFi
09/04
Vidrio Financial Expands Partnership with Investcorp-Tages for Private Market Coverage
09/03
TXSE Group Unveils Oculon Intelligence for Market Surveillance

Subscribe to AI Funding Brief

AI Token Webinar

Whitepaper

Stanford HAI’s 2025 AI Index Reveals Record Growth in AI Capabilities, Investment, and Regulation

The 2025 AI Index by Stanford HAI provides a comprehensive overview of the global state of artificial intelligence, highlighting significant advancements in AI capabilities, investment, and regulation. The report details improvements in AI performance, increased adoption in various sectors, and the growing global optimism towards AI, despite ongoing challenges in reasoning and trust. It serves as a critical resource for policymakers, researchers, and industry leaders to understand AI's rapid evolution and its implications.

Read more

You May Also Like