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Alix
Financial Services
San Francisco , Ca 1,157 followers
There’s a simpler, smarter way to settle an estate: Let Alix do it.
About us
We’re powering wealth across generations by handling the hardest parts of estate settlement and taking tedious tasks off the plates of anyone who’s experienced the loss of a loved one. Alix was built by the most experienced professionals in the estate settlement industry. We’ve put our years of experience to work, growing a dedicated care team and building an intuitive, AI-powered app to help transfer $84 trillion of wealth, simply and smartly, with personalized plans tailored to the unique needs of every family and estate.
- Website
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https://www.meetalix.com
External link for Alix
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- San Francisco , Ca
- Type
- Privately Held
- Founded
- 2022
Locations
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Primary
San Francisco , Ca, US
Employees at Alix
Updates
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We had the privilege of attending End Well 2024 a few weeks ago, and wow—what an unforgettable experience 💖 We went in expecting a powerful experience, but didn't realize just how transformational it would be! The speakers and attendees focused on the "why" behind their work, emphasizing the importance of supporting families during one of life's most difficult transitions. It was a heartwarming reminder of how much how much care, compassion, and humanity fill this industry 🫶 Thanks to everyone for sharing empathy and vulnerability throughout the event. And a special thanks to those who joined our roundtable on how to responsibly integrate technology into such deeply human experience.
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We are proud to be joining an amazing lineup of speakers and innovators in the end of life space for the End Well Symposium this Friday, November 22nd. This organization is challenging the status quo about how we think about death and is focused on making life’s final chapters more compassionate, comfortable, and empowered. We look forward to sharing ideas, exploring new insights, and engaging in thoughtful discussions about how empathy-driven technology like Alix can help families during this important transition. If you are attending, please join Ami Gosalia, our Head of Growth for a roundtable discussion titled "A New Dawn in Deathcare: Embracing Empathy-Driven Technology"! #EndWell2024 #Alix
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If you've ever managed senior living relocation, you know how involved and emotional it is. LivNow Relocation is making that easier, providing support through the whole process — downsizing, selling the home, moving, finding the right place, etc. This work goes hand in hand with estate settlement so it only makes sense for us to partner 🤝 Thank you to Maureen Longoria, Lisa Burns, CRP, GMS, and Elaine Smythe, CRP, GMS-T from LivNow for joining us for our all-hands last week and sharing more about your incredible services!
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Bubble machines. Face paint. Carnival games. It's safe to say the Alix team is having a blast at #NFDA2024 😃 Let's meet up! The deets: 📍 Elevia's booth (1821) 👯 Our team onsite: Cofounders Alexandra Mysoor and Hugh Tamassia, Business Developments Leader Jessica Lopez, Head of Growth Ami Gosalia, and Account Executive Michael Tran 💬 Let's chat about lifting burden away from families going through the estate settlement process #NFDA #aftercare
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"This is a trust business." – Matt Paxton, host of Hoarders and author of "Keep the Memories, Lose the Stuff: Declutter, Downsize, and Move Forward with Your Life" This week at our all-hands, Matt shared insights from his 25 years of experience cleaning out homes for late loved ones—an emotional and time-intensive process much like estate settlement. One of Matt's most unforgettable moments: finding non-digitally converted stock certificates from the ‘80s, tucked away in a sealed manilla envelope labeled as trash. Its value? A staggering $2.6M 😮 Without thorough estate discovery, those documents would have been lost forever. It's more common than you'd think! A detailed estate settlement process is 🔑 key🔑 to uncovering valuable items that might not be listed in a will or hidden in unexpected places. And just like Matt, we know that trust is everything in this business. That’s why we put trust at the forefront of every client relationship. Thank you for sharing your wisdom with us, Matt!