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Alix

Alix (by Meetalix) provides a full‑service estate settlement platform that assigns a dedicated Settlement Specialist to manage every step of the probate process. The specialist handles accounting of assets and liabilities, coordinates with attorneys and financial advisors, oversees property maintenance and sale, and executes asset transfers, all tracked through a client‑facing app for real‑time visibility.

San Francisco, United StatesFounded 2022643K+ followers
Updated 2 months ago

Funding

$20M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.

6O
Funding rounds are not available yet.

Founders

Founder details are not available yet.

Product

Problem

When a loved one passes away, families must navigate a lengthy, complex list of tasks—including locating assets, managing debts, and complying with legal requirements—often without clear guidance or support.

Solution

Alix (Meetalix) offers a full-service estate settlement solution that assigns a dedicated Settlement Specialist to handle every aspect of the process. The specialist coordinates with attorneys, financial advisors, fiduciaries, and CPAs, or provides a complete support team when no external professionals are involved. Alix prepares detailed accounting of assets, liabilities, and expenses, sources trusted experts to secure, maintain, clean, and sell property, and manages asset transfers to beneficiaries. All activities are tracked in a client-facing app, giving families real‑time visibility into progress and next steps, while the specialist ensures clarity, accountability, and compliance throughout the settlement.

Target Audience

Primary customers are families acting as executors or personal representatives of estates, as well as trusts and small to mid‑size estate administrators seeking professional guidance and hands‑off settlement support.

Features

  • Dedicated Settlement Specialist who oversees the entire estate settlement workflow
  • Comprehensive accounting of assets, liabilities, and expenses for accurate distribution
  • Coordination with existing legal and financial professionals or provision of a full support team
  • Management of property services, including securing, maintaining, cleaning, and selling real estate
  • Execution of asset transfers and distribution to heirs and beneficiaries
  • Client portal app that provides real‑time status updates and task tracking for family members
  • Experience handling estates ranging from $20 K to $20 M, backed by partnerships with major financial firms
This profile is AI-generated and may contain inaccuracies.