Mi
Mili
AI meeting documentation platform for wealth management firms
Mili automates meeting documentation for wealth managers across video, phone and in-person meetings using firm-specific templates, and syncs output to CRMs such as Salesforce, Wealthbox and Practifi. It has partnered with Holistiplan to bring tax planning data into AI-driven advisor workflows.
GAII take
Lean India-linked team with useful integrations; small round relative to category leaders.
Lean India-linked team with useful integrations; small round relative to category leaders.
- Website
- mili.ai
- Headquarters
- North America
- Company type
- Startup
- Funding
- $2.0M · Pre-seed / Seed
- Latest round
- Seed · $2M · Jan 2025
- Status
- Active
- Founders
- Chirag Gandhi
- Investors
- Chiratae Ventures, BoldCap, Better Capital, Sparrow Capital
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Reporting & IRCompliance
- Ai capability
- Voice & transcriptionGenerative content
- Delivery
- SaaS application
GAII ID GAII-T0289 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.