Mili
- Company typePrivate
- Founded2024
- HeadquartersLewes, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Mili firmographics
Firmographics- Name
- Mili
- Legal name
- Mili
- Website
- https://getmili.ai
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Mili industry classification
Industry- Product category
- WealthTech / Advisor Workflow Automation Software
- NAICS
- Computer Systems Design and Related Services (54151), Portfolio Management and Investment Advice (523940)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)
Keywords
Where Mili is headquartered
LocationHeadquarters
- HQ city
- Lewes
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Mili business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Marketing or Sales, Personnel, Infrastructure, Operations
Revenue model
- SaaS Subscription (Ignite, Spark, Accelerate, Infinity tiers): Recurring monthly or annual subscription per advisor seat, tiered by feature set and firm size: Ignite $60/mo (annual) or $75/mo (monthly), Spark $90/mo (annual) or $110/mo (monthly), Accelerate $130/mo (annual) or $150/mo (monthly), Infinity via custom enterprise contract. Includes land-and-expand motion from single advisor to firm-wide deployment.
- Assistant Seat Add-On: On the Ignite tier, an assistant seat is available as an add-on for $10; on Spark, Accelerate, and Infinity, assistant seats are complimentary, supporting team-based expansion within client firms.
- Enterprise Custom Contract (Infinity Tier): "Talk to Sales" custom contract for leading enterprises with custom workflows, multi-entity management, private cloud deployment, dedicated support team, custom analytics dashboard, and administrator-level policy controls.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Ignite — $60/month (billed annually) or $75/month (monthly) for solo advisors; 30 meetings/month, basic features |
| Subscription | Monthly | Spark — $90/month (annual) or $110/month (monthly) for ambitious advisors and small teams |
| Subscription | Monthly | Accelerate — $130/month (annual) or $150/month (monthly) for fast-growing teams with complex needs |
| Other | Multi-year contract | Infinity — "Talk to Sales" custom pricing for leading enterprises with custom workflows |
| Freemium | Pay-as-you-go | 14-day free trial (no credit card required) |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels8 records
Mili product offering
Product offeringCore offering
Mili provides an agentic AI platform for wealth advisors that automates meeting documentation, CRM updates, follow-up drafting, scheduling, onboarding, prospect research, compliance, and document analysis through a suite of 8+ specialized AI agents. The flagship Mili Meeting Agent captures conversations in real time via silent streaming (no bots, no recordings), syncs bi-directionally with 20+ wealth-tech tools (CRMs, custodians, financial planning, calendars, video conferencing, phone systems), and is delivered in four subscription tiers for solo advisors through enterprise firms.
Product overview
Mili is a single agentic AI platform-plus-modules product aimed at wealth advisors, RIAs, and broker-dealers, anchored by the core Mili Meeting Agent and unified through the Mili Office platform (launched February 2026). The Meeting Agent provides real-time meeting intelligence, while the surrounding Agent Suite — Scheduling Agent, Data Management Agent, Onboarding Agent, Prospect Research Agent, Compliance Agent, Digital Marketing Agent, and Documents Agent — extends that intelligence into end-to-end advisor workflows (prep, scheduling, CRM updates, onboarding, prospect research, compliance, marketing, and document analysis). The portfolio is delivered in four pricing tiers (Mili Ignite, Mili Spark, Mili Accelerate, Mili Infinity), with Mili Office and the full Agent Suite available on the Accelerate tier and custom enterprise deployments via Infinity.
Differentiator
Problem solved
Functional benefit
Brands
- Mili Office: Agentic AI platform for wealth advisors launched on February 23, 2026, connecting to CRMs, financial-planning software, calendars, and custodians to handle complete workflows end-to-end; available on the Mili Accelerate tier.
Products and services
- Mili Meeting Agent
Quantifiable outcome
- 15-45 minutes saved per client meeting
- +7 more outcomes
Companies that use Mili
Customer profileNamed customers30 records
Segments4 records
Ideal customer profiles3 records
Mili technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration29 records
AI capability4 records
Feature8 records
Mili partnerships and signals
Strategic signalPartnerships
22 partnerships are on record, tiered flagship and core.
- SalesforceflagshipDeep integration allowing advisors to access client data for meeting prep and automatically sync notes, tasks, action items, and custom field updates into Salesforce. Cited as a primary differentiator over competing tools (Jump pushes only basic notes to CRM).
- Salesforce Financial Services CloudflagshipDedicated integration for Salesforce Financial Services Cloud enabling advisor workflows to sync client data, notes, tasks, and action items directly into FSC — a specialized version of Salesforce for wealth management.
- HubSpotcoreIntegration allowing Mili to push meeting notes and action items directly to HubSpot contacts, companies, and deals. Used internally as Mili's own CRM for booking demos (HubSpot meetings link).
- RedtailcoreCRM integration providing access to client info for meeting prep and syncing notes, events, and compliance tracking to Redtail contacts and activities.
- WealthboxcoreCRM integration providing access to client info for meeting prep and syncing notes, tasks, and workflows to Wealthbox.
- PractificoreCRM integration allowing advisors to access client info for meeting prep and sync notes, tasks, and client data to Practifi.
- Dynamics 365coreIntegration that pushes meeting notes, action items, and client data to Microsoft Dynamics 365 CRM.
- AdvyzonflagshipFeatured partner integration announced at the 2026 Advyzon Conference (Phoenix, January 2026). Integration syncs meeting notes and action items directly to Advyzon from meetings.
- XLR8coreCRM integration providing access to client details for meeting prep and syncing notes, tasks, and workflows to XLR8.
- TradePMRcoreCustodian platform integration allowing advisors to access client accounts for meeting preparation, open accounts, create trades, and manage fees in TradePMR straight from Mili meetings.
- eMoneycoreFinancial planning tool integration highlighted as a deep ecosystem partnership; Mili syncs with eMoney along with RightCapital and other planning platforms.
- ZoomflagshipCaptures meeting notes from Zoom calls without bots joining; syncs action items and automates follow-ups. Core to Mili's bot-free value proposition.
- Microsoft TeamsflagshipTakes notes during MS Teams meetings discreetly and syncs action items automatically.
- Google MeetflagshipConnects to Google Meet sessions for note-taking, tracks attendees, and pushes summaries to the connected tech stack.
- Google CalendarcorePulls meeting details for prep, coordinates scheduling across teams, and attaches notes to calendar events automatically.
- Outlook CalendarcoreSyncs client meetings to Mili, checks availability for scheduling, and loads client info for each meeting.
- GmailcoreReads emails for meeting context, sends AI-drafted follow-ups, and tracks client communications.
- Outlook (Email)coreEmail integration for context, drafting, and follow-up workflows.
- RingCentralcoreCaptures real-time notes & action items on phone calls and syncs notes to client profiles automatically via the RingCentral phone system and video conferencing integration.
- Google for StartupsflagshipSelected for the Google for Startups Accelerator: AI First (India) program in 2025; receives Google Cloud infrastructure, Gemini model access, technical mentorship, and go-to-market support. Strategic alignment with IndiaAI Mission's startup pillar on agentic and multimodal AI.
- The Founders ArenaflagshipSelected as one of six startups in The Founders Arena's WealthTech Accelerator (fifth cohort, October 2025). Arlington, Texas-based accelerator focused on AI-driven financial services innovation.
- Amazon Web Services (AWS)flagshipCore infrastructure partner; Mili is built on AWS enterprise cloud (US-based, SOC 2 compliant, North Virginia region) with AES-256 encryption, multi-region deployment, MFA, and 15-minute RTO.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
Mili competitors and assessment
Company assessmentBroad incumbents
- Fathom: Free AI meeting note-taker widely adopted by advisors and financial professionals. Competes on price point (free tier) and ease of use; often appears in head-to-head comparisons cited by Mili as competition for advisor mindshare.
- Fireflies.ai: Horizontal AI meeting assistant with note-taking, transcription, and workflow automation. Frequently cited as a generic alternative to wealth-vertical tools like Mili, particularly for firms prioritizing breadth of integrations over domain specialization.
- Salesforce Einstein: AI layer embedded across Salesforce CRM and Salesforce Financial Services Cloud, increasingly adding AI meeting and conversation features. Largest CRM incumbent in wealth management; Mili's flagship Salesforce integration could face displacement as Einstein's capabilities mature.
- Microsoft Copilot for Sales: Microsoft's AI assistant integrated across Teams, Dynamics 365, and Outlook. Bundled into existing Microsoft enterprise agreements that many RIAs and broker-dealers already hold; represents a structural threat to standalone meeting-AI subscriptions like Mili's.
- Otter.ai: General-purpose AI meeting transcription and note-taking platform with the largest installed base across enterprise and prosumer customers. Competes for AI note-taking budget at wealth-management firms that opt for horizontal tools over wealth-vertical specialists like Mili.
Direct peers
- Jump: AI meeting assistant purpose-built for financial advisors, providing automated meeting notes, CRM updates, and follow-up emails. Most direct head-to-head competitor to Mili in the wealth-advisor AI note-taking niche; comparison points frequently cited in Mili's positioning material.
- Zocks: AI meeting and client-intelligence platform built specifically for wealth managers and financial advisors, offering meeting summaries, CRM sync, and client insights. Competes with Mili for the same RIA and broker-dealer customers with overlapping feature sets.
Emerging players
- TIFIN: AI platform focused on wealth management, offering AI-driven personalization and advisor enablement tools. Operates in adjacent whitespace to Mili with potential overlap in AI-powered advisor workflows and client engagement.
- Catchlight: AI-driven advisor intelligence platform that surfaces client insights and prospecting signals for financial advisors. Adjacent to Mili's Client Insights Engine and Prospect Research Agent capabilities.
Others
- Advyzon: Wealth-management technology platform offering CRM, portfolio management, and reporting. Integration partner of Mili (joint announcement at 2026 Advyzon Conference) but also a broader platform that could expand into AI meeting workflows over time.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Mili social profiles
Digital presenceMili compliance and trust
Trust signalCompliance3 records
Mili financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mili leadership team
Management profileNumber of profiles
Profiles4 records
Mili funding detail
Funding detailFunding overview
Funding rounds1 record
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mili M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mili
What does Mili do?
Mili provides an agentic AI platform for wealth advisors that automates meeting documentation, CRM updates, follow-up drafting, scheduling, onboarding, prospect research, compliance, and document analysis through a suite of 8+ specialized AI agents. The flagship Mili Meeting Agent captures conversations in real time via silent streaming (no bots, no recordings), syncs bi-directionally with 20+ wealth-tech tools (CRMs, custodians, financial planning, calendars, video conferencing, phone systems), and is delivered in four subscription tiers for solo advisors through enterprise firms.
Is Mili a public or private company?
Mili is a private company. It is classified as venture growth investor backed and is currently operating.
When was Mili founded?
Mili was founded in 2024. It employs 11 to 50 people.
Where is Mili based?
Mili is headquartered in Lewes, United States, in the North America region.
How does Mili make money?
Three revenue lines are on record. SaaS Subscription (Ignite, Spark, Accelerate, Infinity tiers) is the primary driver. The others are assistant Seat Add-On and enterprise Custom Contract (Infinity Tier).
Who are Mili's main competitors?
Broad incumbents on record are Fathom, Fireflies.ai, Salesforce Einstein, Microsoft Copilot for Sales and Otter.ai. Direct peers are Jump and Zocks. Emerging players are TIFIN and Catchlight. Advyzon is listed as an others.
Does Mili have an API?
Yes. Mili implements Model Context Protocol (MCP) servers that enable automation of complex workflows across connected systems (per company news coverage of Dushyant Singh Parmar's development work). The platform exposes JWT-secured authenticated API access for connected systems, with real-time streaming architecture for note generation rather than recordings. No public developer portal, SDK, or self-serve API documentation is published; API access is delivered through enterprise/partner integrations and the proprietary Agent Suite modules.
What industry is Mili in?
Mili's product category is WealthTech / Advisor Workflow Automation Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAACAJ, Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward). Its NAICS code is 54151 and its SIC code is 6211.