AI meeting assistant for wealth management firm Mili raised $2 million in its seed round led by Chiratae and BoldCap with participating investors Sparrow Capital, SFMG Wealth Advisors, Gregg Fisher (Quent Capital) and Better Capital.
Proceeds will be used to improve and accelerate Mili’s product, including expanding customization capabilities, deepening integrations, scaling up partnerships, and growing engineering and customer success teams.
Founded in early 2024 and led by Chirag Gandhi, Mili provides corporate meeting documentation software that helps wealth management firms streamline their advisory workflows while maintaining the highest standards of compliance and customization.
The platform allows financial advisors to focus on client relationships by reducing administrative costs with secure, real-time AI assistance that works seamlessly with existing systems.
According to the company, it has an industry-leading compliance architecture designed for enterprise wealth management, with customizable templates and company-specific sections that adapt to the unique needs of each practice. Mili has a rapidly expanding integration suite supporting major wealth management platforms, backed by SOC 2 certified infrastructure with enterprise-grade security.
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