Mili

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

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

• Wealth advisor AI agents
• AI meeting intelligence
• Wealth management automation
• RIA workflow software
• Compliance note-taking platform

Headquarters

HQ city

Lewes

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Marketing or Sales, Personnel, Infrastructure, Operations

Revenue model

1. 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.
2. 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.
3. 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

Go-to-market motion4 records

Distribution channels4 records

Marketing channels8 records

Core 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

Named customers30 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration29 records

AI capability4 records

Feature8 records

Partnerships

22 partnerships are on record, tiered flagship and core.

• SalesforceflagshipTechnology or IntegrationDeep 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 CloudflagshipTechnology or IntegrationDedicated 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.
• HubSpotcoreTechnology or IntegrationIntegration 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).
• RedtailcoreTechnology or IntegrationCRM integration providing access to client info for meeting prep and syncing notes, events, and compliance tracking to Redtail contacts and activities.
• WealthboxcoreTechnology or IntegrationCRM integration providing access to client info for meeting prep and syncing notes, tasks, and workflows to Wealthbox.
• PractificoreTechnology or IntegrationCRM integration allowing advisors to access client info for meeting prep and sync notes, tasks, and client data to Practifi.
• Dynamics 365coreTechnology or IntegrationIntegration that pushes meeting notes, action items, and client data to Microsoft Dynamics 365 CRM.
• AdvyzonflagshipStrategic or Co-development PartnerFeatured partner integration announced at the 2026 Advyzon Conference (Phoenix, January 2026). Integration syncs meeting notes and action items directly to Advyzon from meetings.
• XLR8coreTechnology or IntegrationCRM integration providing access to client details for meeting prep and syncing notes, tasks, and workflows to XLR8.
• TradePMRcoreTechnology or IntegrationCustodian platform integration allowing advisors to access client accounts for meeting preparation, open accounts, create trades, and manage fees in TradePMR straight from Mili meetings.
• eMoneycoreTechnology or IntegrationFinancial planning tool integration highlighted as a deep ecosystem partnership; Mili syncs with eMoney along with RightCapital and other planning platforms.
• ZoomflagshipTechnology or IntegrationCaptures meeting notes from Zoom calls without bots joining; syncs action items and automates follow-ups. Core to Mili's bot-free value proposition.
• Microsoft TeamsflagshipTechnology or IntegrationTakes notes during MS Teams meetings discreetly and syncs action items automatically.
• Google MeetflagshipTechnology or IntegrationConnects to Google Meet sessions for note-taking, tracks attendees, and pushes summaries to the connected tech stack.
• Google CalendarcoreTechnology or IntegrationPulls meeting details for prep, coordinates scheduling across teams, and attaches notes to calendar events automatically.
• Outlook CalendarcoreTechnology or IntegrationSyncs client meetings to Mili, checks availability for scheduling, and loads client info for each meeting.
• GmailcoreTechnology or IntegrationReads emails for meeting context, sends AI-drafted follow-ups, and tracks client communications.
• Outlook (Email)coreTechnology or IntegrationEmail integration for context, drafting, and follow-up workflows.
• RingCentralcoreTechnology or IntegrationCaptures 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 StartupsflagshipStrategic or Co-development PartnerSelected 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 ArenaflagshipStrategic or Co-development PartnerSelected 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)flagshipTechnology or IntegrationCore 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

Broad 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

• LinkedInlinkedin.com/company/getmili

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds1 record

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mili