Mili

Mili is an AI-powered agentic platform built exclusively for wealth management firms — RIAs and broker-dealers — that automates the administrative burden of client advisory work. The platform's flagship Meeting Agent captures real-time meeting intelligence using secure streaming technology (no bots, no audio recordings) and automatically updates CRM systems, generates professional meeting summaries, and sends client follow-ups within minutes. Beyond meetings, Mili's agent suite includes scheduling, client onboarding, compliance documentation, prospect research, data management, digital marketing, and document processing agents — all integrated with the firm's existing wealth management tech stack. Founded in 2024 and based in Plano, Texas, Mili raised a $2 million seed round and has been recognized as the most accurate AI note-taker by Oasis Group and ranked #1 in Joe Moss's independent survey of 25+ note-takers for financial advisors. The platform is SOC 2 Type 2 certified and built on AWS with AES-256 encryption.