Mili
AI agents for wealth advisors, starting with meeting notes and CRM entry.
getmili.aiMili offers a set of task-specific agents for advisors that cover meetings, scheduling, data entry, onboarding, prospect research, documents and financial planning. The company says its meeting tool produces notes without recording the call or sending a bot into the meeting.
Mili emerged from stealth in January 2025 with a reported $2 million seed round. Press accounts give differing headquarters, including Plano, Texas, and San Francisco.
What it does
- Meeting notes without a meeting bot
- Scheduling
- CRM data entry
- Onboarding
- Prospect research
- Document handling
Works with
Integrations
- Advyzon
- Box
- Dynamics 365
- eMoney
- Google Calendar
- HubSpot
- monday.com
- Outlook
- Practifi
- Redtail
- Salesforce
- Wealthbox
- XLR8
- RingCentral
As listed by Mili.
Coverage
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Others in AI tools
All AI tools vendors- ContinuumAI client-servicing workspace for Canadian advisors, built on meetings and CRM data.
- FastTrackr AIAI platform for advisor transitions, onboarding and document intake.
- Finmate AIAI notetaker and agent-development platform for financial advisors.
- FocalAI meeting assistant for financial advisors, with a focus on Canadian firms.
- GRemindersMeeting scheduling and reminder platform with an AI notetaker for advisors.
- HazelAI platform from Altruist for advisor meeting capture, planning and follow-up.