Mili provides an AI meeting assistant that turns client conversations into notes and follow-up tasks.
Mili Software, Inc. is a Delaware-based company founded in 2024. Its AI meeting assistant creates notes and follow-up tasks for wealth advisors, with tools for scheduling, email drafting, and integration with CRM and planning software. The platform captures conversations without recording them and masks sensitive information. In December 2024, Mili raised USD 2 million in seed funding co-led by Chiratae Ventures and BoldCap Ventures, with participation from Sparrow Capital, FMG Wealth Advisors, Quent Capital, and Better Capital.
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