Alix, the wealthtech platform built for a new era of financial empowerment, has raised $20 million in Series A funding, marking a pivotal step in its mission to transform how financial advisors and institutions serve the modern investor. The round was led by Crew Capital, with participation from major players including Charles Schwab, Edward Jones Ventures, Initialized Capital, Scribble, Magnify, Ziegler Link•age Funds, and Cameron Ventures.

Founded by Alexandra Mysoor, Alix is bridging the widening gap between traditional wealth management and today’s digitally native, values-driven clientele. By offering personalized, hybrid advisory tools powered by AI and data, Alix enables financial institutions to connect with a broader segment of emerging investors - especially women, millennials, and Gen Z.

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What Alix Does

Alix provides an integrated, AI-enabled platform that empowers financial advisors to serve more clients, faster and more meaningfully. It combines intelligent prospecting tools, dynamic client onboarding, and personalized financial planning interfaces, all embedded in a white-label platform that financial firms can brand as their own.

Key features include:

• Advisor Copilot: Smart assistant tools that surface actionable insights from client data
  
• Client Relationship Intelligence: AI that predicts financial goals and life milestones
  
• Wealth Inclusion Engine: Tailored onboarding for underrepresented and emerging investors
  
• Personalized Impact Portfolios: Align portfolios with client values (ESG, DEI, etc.)
  
• Enterprise Integrations: Built to scale across advisory firms, broker-dealers, and banks
  

Where most wealthtech startups build B2C, Alix has gone full B2B2C. The company’s platform slots into the existing infrastructure of legacy financial institutions, giving them the superpowers they need to modernize their offerings - without reinventing their workflows.

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Why Alix Is Solving the Right Problem

Wealth management is undergoing a seismic shift. The old model - manual, exclusive, advisor-centric - is being disrupted by technology and cultural change. Alix has identified a core truth: The next wave of wealth isn’t just about capital; it’s about connection.

Emerging investors care less about alpha and more about alignment. They want advice that reflects their identity, values, and life stage. Most legacy advisory platforms weren’t built to handle that kind of personalization. Alix is stepping directly into this void.

And here’s the deeper unlock: Alix isn’t just modernizing advisor tools - it’s redefining who gets access to advice in the first place.

Today, most financial advisors can only afford to serve clients with $500K+ in assets. Everyone else gets directed to robo-advisors or self-serve tools. But with Alix, advisors can scale their time, personalize communication, and expand their addressable market - without sacrificing compliance or quality. That’s how you turn a stagnant service model into a growth engine.

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The Embedded Wealth Opportunity

One of the most powerful insights in financial tech today is this: The future of financial services is embedded. As money management becomes a layer inside other life decisions (retirement, education, wellness, even climate), the winners will be those who plug into where financial behavior starts - not just where it ends.

That’s where Alix is particularly compelling.

By making its tools API-accessible and modular, Alix positions itself not just as a platform, but as a core layer of financial intelligence for banks, fintechs, credit unions, and even non-financial ecosystems like HR platforms and healthtech.

Founders often chase TAM (Total Addressable Market) by building more features. But sometimes, the smarter move is expanding where your product lives. Alix’s strategy of embedding itself inside legacy financial institutions while also unlocking new verticals is a masterclass in compound distribution.

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Wealthtech Industry Outlook: A $1.5 Trillion Opportunity in Transition

Alix is entering a market that’s not only massive - it’s fundamentally transforming.

• The global wealthtech market is projected to reach $1.5 trillion in assets under management (AUM) by 2027, growing at a CAGR of 15.5% as firms shift to hybrid digital models (Statista, 2024).
  
• Women currently control over $11 trillion in U.S. assets, and that figure is expected to grow significantly as intergenerational wealth transfers accelerate (McKinsey, 2023).
  
• Millennials and Gen Z stand to inherit $84 trillion by 2045, making them the largest wealth transition demographic in history (Cerulli Associates, 2023).
  
• Despite this, only 17% of millennials and 10% of Gen Z work with a financial advisor today - citing cost, lack of personalization, and outdated channels as key barriers (Capgemini, 2023).
  

This is the gap Alix is addressing - by making financial advisory accessible, scalable, and deeply human.

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What’s Next for Alix?

With its $20 million Series A in the bank, Alix is laser-focused on expanding its reach across key verticals.

Plans include:

• Scaling enterprise partnerships with broker-dealers, banks, and advisory firms
  
• Enhancing the platform’s AI-driven personalization engine
  
• Expanding into international markets where wealth inclusion is still nascent
  
• Hiring across go-to-market and engineering to meet growing demand
  
• Launching API integrations that let fintechs plug into Alix’s intelligence layer
  

Founder Alexandra Mysoor brings a unique perspective to the table: part operator, part advisor, part community builder. She’s built Alix from the ground up with a clear thesis - financial advice should be inclusive, scalable, and tailored to the individual. Her approach reflects a broader trend: the best fintech founders today aren’t building tools - they’re rethinking trust