Mili

Overview

Mili sells an assistant to wealth management firms and tax planners, built on an architectural decision the company treats as the product's foundation rather than a feature: it makes no recording and puts no bot into the call. Audio is processed as the conversation happens and notes appear in real time, so the artifact a compliance officer would otherwise have to retain, supervise and eventually produce never exists. It works across the main video platforms, telephone calls and in person meetings, and each firm configures its own templates and scoring rubrics so output matches how that firm documents advice rather than a generic format. The company reports advisers recovering more than six hours a week. In February 2026 it launched Mili Office, extending from the meeting into an agentic platform that runs complete workflows across the systems a firm already has, connecting bidirectionally to six named client relationship systems, a financial planning platform, both major calendar services and a custodian, on the argument that an adviser toggling between five or more systems daily should be able to work through one conversation instead. In the 2026 independent adviser software survey, the largest of its kind, Mili took the highest user rating in the meeting documentation category at 8.69 across more than fourteen tracked products. Founded in 2024 by Chirag Gandhi, Siddharth Bulia and Vennela Miryala, with roughly 35 staff, offices in Texas and California, and two million dollars in seed funding led by Chiratae and BoldCap with participation from a wealth advisory firm among its investors.

Details

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