Mili, an AI-powered meeting assistant tailored for wealth management firms, has secured $2 million in seed funding.
The round was led by Chiratae Ventures and BoldCap, with participation from Sparrow Capital, SFMG Wealth Advisors, Gregg Fisher (Quent Capital), and Better Capital.
The fresh funds will be utilized to enhance Mili’s product, scale partnerships, and expand its engineering and customer success teams, the company said.
Founded in early 2024 by Chirag Gandhi, Mili provides enterprise-grade meeting documentation software aimed at streamlining advisory workflows for wealth management firms. The platform helps financial advisors minimize administrative overhead by offering secure, real-time AI assistance integrated seamlessly with existing systems.
Chirag, Co-founder and CEO of Mili, emphasized the platform’s role in enabling financial advisors to focus on prioritizing client relationships.
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According to the company, Mili features an industry-leading compliance architecture, customizable templates, and firm-specific rubrics to meet diverse operational needs. It also offers an expanding integration suite compatible with major wealth management platforms. The platform operates on an SOC 2-certified infrastructure with enterprise-grade security standards.
Mili competes with platforms such as Planful, Iress, and Modern Wealth Management.
