Alix: Streamlining intergenerational wealth transfer with our seamless wealth management platform.
Location
San Francisco, CA, US
Founded
2022
Alix is a wealth management platform focused on streamlining intergenerational wealth transfer. As a comprehensive, expert-led service, Alix handles all aspects of estate management, allowing families to focus on their personal well-being during times of loss. The platform addresses the complexities of managing assets, bills, and accounts, ensuring a seamless transition of wealth across generations.
Key partners and decision-makers at Alix are dedicated to providing a unique value-add through their expert-led services. By offering a holistic approach to estate management, Alix stands out in the wealth management sector. Their investment philosophy centers on alleviating the administrative burdens associated with wealth transfer, thereby enabling families to prioritize their emotional needs during challenging times.
Alix - Classification
Also Known As
Alix, Inc.
NAICS
520000Finance and Insurance
522000Credit Intermediation and Related Activities
522300Activities Related to Credit Intermediation
522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
8700Engineering, Accounting, Research, Management, And Related Services
8740Management And Public Relations Services
8742Management Consulting Services
Show 4 more industry codes
SIC
6000Depository Institutions
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
