Mili

About Mili

Mili is an AI-powered tool designed for wealth advisors, aimed at transforming client meetings into organized notes and actionable follow-ups. It focuses on enhancing advisor-client interactions by providing secure, real-time note-taking and integration with existing workflows, ensuring compliance and privacy.

Products & Services

Mili AI Meeting Assistant:A secure meeting assistant for wealth advisors that captures and organizes client conversations in real-time, supports in-person and virtual meetings, and offers invisible streaming without recording audio.

Integration with Tech Stack:Seamlessly syncs with CRM, planning tools, and calendars to update client information with one-click functionality.

Personalized Client Follow-ups:Auto-drafts emails in the advisor's communication style, provides smart meeting scheduling suggestions, and ensures no client commitments are missed.

Specialties

AI for Wealth Advisors Real-time Note-taking Compliance and Privacy Solutions Client Relationship Management Integration

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Seed T: - FT: Seed	A: 2000000 MR: - FA: $2 million FAN: 2000000	D: 2025-01-07 FD: 2025-01-07	6 investors

Seed Latest

2025-01-07

$2.0M

6 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

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Mock Up

Team & Leadership

No team data available

Team information is not yet available for this company

Recent News

Mili Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised