Estateably
Alex Wulkan is an experienced professional with a diverse background in entrepreneurship, marketing, and business analysis. Alex is the Founder & Chief Operating Officer of Estateably, a platform that helps trust and estate professionals digitize their practices. Through their role at Estateably, Alex has led the development and implementation of automated and compliant solutions, increasing staff capacity and collaboration while reducing manual documentation requirements.
In addition to their work at Estateably, Alex has held various advisory and leadership positions. Alex is a Member of the Board of Advisors at the Derby Entrepreneurship Center at Tufts University, where they provide valuable insights and guidance. Alex also served as the Co-Director of the Tufts Entrepreneurs Society, overseeing the Venture Lab, an on-campus accelerator for student-led startups. During their tenure, Alex created the Society's website and contributed to its growth and success.
Alex has also worked as a Marketing Consultant at Covaris, where they developed marketing plans to increase traffic, establish brand identities, and improve profitability. Alex utilized Hubspot CMS platform and implemented inbound marketing tactics and outbound sales communication strategies.
Furthermore, Alex has gained experience in business consulting and development. Alex served as a Classroom Operating Officer-Entrepreneurship and Business Planning at Tufts University Gordon Institute, where they consulted for seven student-run startups, assisting them in creating comprehensive business plans and pitch decks. Alex also facilitated class discussions on finance, marketing, and current events in the business world.
Throughout their career, Alex has demonstrated a strong ability to analyze and develop strategic plans. As a Summer Associate at Onist Technologies, they presented a strategic roadmap for deploying AI/ML to the Onist platform. Alex also analyzed the wealth-care industry, developed personas and scenarios, and formalized a marketing and sales plan for wealth-care customers.
In addition, Alex has experience in sales and market research. As a Sales Consultant at Critical Process Systems Group, they examined the emerging cannabis market, identified processing equipment needs, and proposed go-to-market strategies. Alex also conducted market research and proposed marketing and sales plans as a Platform Development Intern at Onist Technologies.
Prior to their entrepreneurial endeavors, Alex worked as a Portfolio Analyst at Fleming Asset Management Canada Inc, where they conducted financial analysis and translated business documents from English to French.
Overall, Alex Wulkan's work experience highlights their entrepreneurial mindset, strategic thinking, and ability to drive growth and profitability in various industries.
Alex Wulkan completed their education in the following chronological order:
From 2006 to 2013, Alex attended Lower Canada College, where they obtained a High School Diploma.
From 2013 to 2015, Alex attended Marianopolis College. However, no specific degree was mentioned for this period, but they focused on the fields of Business/Commerce and Pure and Applied Science during this time.
From 2015 to 2019, Alex attended Tufts University and received a Bachelor of Science (BS) degree in Human Factors Engineering (Engineering Psychology) and Entrepreneurial Leadership.
In addition to their formal education, Alex obtained a certification in Estateably Estate Administration from Estateably in February 2022.
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Estateably
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Estateably is an estate settlement platform that allows financial professionals to dramatically expedite the estate settlement process through the digitization of paper based processes while maintaining regulatory compliance.Across Canada, the process of settling an estate (from death to distribution of assets) takes on average four years. Manyfactors contribute to this inefficient process that has remained largely unchanged in over 20 years. A lack of digitization and software tools are available to trust companies, who are hired on behalf of a family to execute the will and estate. According to corporate executors, the largest inefficiencies stem from a lack of communication regarding the status of the estate, onboarding new agents, and delays with government agencies, among others.This is compounded by creating a complex business network of banks, executors, lawyers, accountants, governments and beneficiaries coming together to settle an estate. Furthermore, there is an inherent lack of trust among each party as they can be individually held legally liable for any error committed throughout the process.We have seen that across north America there is a growing demand for estate services while the continent prepares for the largest transfer of wealth in history. In fact, it is projected that in Canada alone, $750 billion dollars will be inherited over the next decade, [1] a majority of which will demand the services of corporate agents. As it stands, trust companies are not able to keep up with internal demand for settlement services, let alone market their services to a large growing market.Estateably aims to solve the inefficiencies of the estate settlement process by providing a workflow tool to trust companies to digitize their process, automating time-consuming tasks. The platform will leverage distributed ledger technology to create a bridge between financial institutions and appropriate government agencies.