Fundraising Fox

Mili

5 known investors

Mili provides AI agents that automate administrative and repetitive tasks for financial advisors and wealth management firms, enabling advisors to focus on client relationships rather than busywork. The platform integrates across an advisor's entire workflow—from meeting notes and scheduling to onboarding and compliance—rather than adding another tool to the tech stack.

AI & Machine LearningFintechSaaS

Investors · 5

Better CapitalSanta Clara · $5K – $100K
Chiratae VenturesGurugram · $500K – $2M
Boldcapreported · 2 sourcesMiami
Sparrow CapitalreportedBengaluru · $200K – $500K

Also in the syndicate · 1

Chirataelead

Funding

SEC filings, press & company announcements

$4M disclosed across 2 rounds · 2024–2025

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Mili Raises $2M in Seed Funding | citybizcitybiz.co · Jan 2025Plano-Based Mili, an AI Meeting Assistant for Wealth Management Firms, Emerges from Stealth With $2M » Dallas Innovatesdallasinnovates.com · Jan 2025Mili: AI-Based Wealth Management Meeting Platform Company Raises $2 Million (Seed)pulse2.com · Jan 2025Mili emerges from stealth with its enterprise AI platform for wealth management firms and $2 million in seed fundingfinance.yahoo.com · Jan 2025AI-driven meeting assistant platform Mili raises $2 million in fundingindianstartupnews.com · Dec 2024Wealth Management AI Startup Mili Raises USD 2 Mn Funding Led by Chiratae and BoldCapindia.entrepreneur.com · Dec 2024

Frequently asked questions

What does Mili do?
Mili provides AI agents that automate administrative and repetitive tasks for financial advisors and wealth management firms, enabling advisors to focus on client relationships rather than busywork. The platform integrates across an advisor's entire workflow—from meeting notes and scheduling to onboarding and compliance—rather than adding another tool to the tech stack.
Who are Mili's investors?
Mili's investors include Better Capital, Chiratae Ventures, Boldcap, Sparrow Capital.
How much funding has Mili raised?
Mili has disclosed $4M raised across 2 rounds.