Hi fintech fam – I’m getting right into it today.

If you’re an eldest daughter (or you know one): The Great Wealth Transfer is quite literally in our hands.

When a family member dies, somebody has to find the accounts, call the banks, deal with the house, track down the assets, and actually get that wealth to the people who inherited it.

And 73% of the people responsible for doing that work are women.

That’s the problem Alix is using AI to solve.

Alexandra Mysoor, Founder & CEO of Alix, is opening the Fintech Is Femme Leadership Summit at FTW: SF with me for a fireside conversation about the $100 trillion Great Wealth Transfer — and why women, particularly eldest daughters, are going to be at the center of it.

Think of Alix as an AI-powered operating system for estate settlement: it helps families find assets, understand what comes next, and coordinate the paperwork and institutions needed to actually transfer them.

But this isn't just a family problem.

There’s a massive business opportunity for financial institutions on the other side of it.

90% of heirs will leave their parents’ financial advisors. Are you ready to capture this market? 

Join us at FTW: SF to hear Alexandra break down what the Great Wealth Transfer means for families, women, and the financial institutions competing to serve the next generation.

See you in San Francisco, 

Nicole