Mili
4 known investors
Mili provides purpose-built AI agents for wealth management and financial advice firms, automating tasks such as meeting notes, scheduling, client onboarding, data management, compliance, prospect research, marketing, and document processing. It targets RIAs and broker-dealers, integrating across their existing wealth management tech stack.
AI & Machine LearningFintechSaaS
Investors · 4
In the news
Frequently asked questions
- What does Mili do?
- Mili provides purpose-built AI agents for wealth management and financial advice firms, automating tasks such as meeting notes, scheduling, client onboarding, data management, compliance, prospect research, marketing, and document processing. It targets RIAs and broker-dealers, integrating across their existing wealth management tech stack.
- Who are Mili's investors?
- Mili's investors include Better Capital, Chiratae Ventures, Boldcap, Sparrow Capital.