Mili, based in Plano, TX, provides an AI-powered meeting assistant tailored to wealth management firms. Its platform documents meetings across Zoom, Google Meet, Microsoft Teams, phone calls, and in-person meetings. Firms receive customizable templates and firm-specific rubrics that adapt to their workflows. Mili is built on SOC 2–certified infrastructure and offers deep integrations with major wealth platforms including Salesforce, Wealthbox, Practifi, and Salentica. The company is led by co-founders Chirag Gandhi (CEO), Siddharth Bulia (CTO), and Vennela Miryala (CPO).

Total raised

$2M

Funding rounds

1

Latest round

Seed

Latest activity

Jan 2025