Mili Raises $2M in Seed Funding to Enhance AI Meeting Documentation for Wealth Management
Mili is transforming how wealth management firms handle meeting documentation by integrating AI-driven solutions that improve efficiency and foster deeper client engagement.
Company Name: Mili
Location: Plano, TX
Industry: AI Meeting Documentation for Wealth Management
Funding Details:
Amount: $2M (Seed)
Investors: Chiratae (Lead), BoldCap, Sparrow Capital, SFMG Wealth Advisors, Gregg Fisher (Quent Capital), Better Capital
Purpose of Investment:
The funds will support Mili’s operational expansion and continued development of its AI platform.
Leadership:
CEO: Chirag Gandhi
CTO: Siddharth Bulia
CPO: Vennela Miryala
Product:
Mili’s AI-powered meeting assistant streamlines documentation for wealth management firms, helping them save time and enhance client relationships. Key features include:
- Cross-Platform Compatibility: Works seamlessly with Zoom, Google Meet, Microsoft Teams, phone calls, and in-person meetings.
- Customizable Templates: Adapts to each firm’s workflows with firm-specific rubrics.
- Deep Platform Integrations: Connects with Salesforce, Wealthbox, Practifi, and Salentica.
- Secure Infrastructure: Built on SOC 2-certified infrastructure for data protection and compliance.
About the Company:
Mili is transforming how wealth management firms handle meeting documentation by integrating AI-driven solutions that improve efficiency and foster deeper client engagement. Its robust platform is tailored to meet the specific needs of wealth managers, enabling them to focus more on client success.
With its latest funding and a focus on innovation, Mili is poised to lead the way in AI-powered solutions for the wealth management industry.
