Mili

Important Mili-stone: We have raised $2 Million in Seed Funding! ✨ We're excited to share that Mili has raised $2 million, led by Chiratae Ventures and BoldCap. Grateful to Ranjith Menon and Sathya Nellore Sampat for believing in our vision and bringing their deep expertise in enterprise SaaS and AI's transformative potential. What makes this raise special? Some of our earliest believers and beta partners—Kevin Margolis (SFMG Wealth Advisors) and Gregg S. Fisher, CFA® (Quent Capital) —are now investors. Their foresight to see how Mili can enhance their practices and elevate the entire industry is the ultimate validation. Thankful for the continued support from old friends Darshit Vora (Sparrow Capital) and Vaibhav Domkundwar (Better Capital) - your guidance has been instrumental in our journey. In the past year, we've built the most secure meeting assistant for wealth advisors. Now, with this funding, we're ready to expand across the US and transform how advisors work. Exciting times ahead - we're growing our team! Watch this space for opportunities to join our mission. 🚀 #WealthManagement #ArtificialIntelligence #Fintech #WealthTech #Mili https://lnkd.in/g5vFr_g9

🔒 Mili is SOC 2 certified! Your client just shared their daughter's college dreams. Their concerns about aging parents. Their hopes for leaving a lasting legacy. These moments of trust don't just live in meetings – they live in your notes. We've been quietly strengthening this foundation, earning the highest security certification in our industry to secure these precious moments of trust. Because securing your notes means securing something bigger: The relationships you've spent years building. Every conversation. Every dream. Every legacy. Secured. #WealthManagement #FinancialPlanning #ArtificialIntelligence #Fintech #WealthTech #FinancialAdvisors #AI #Mili #AIForAdvisors #Innovation

In his highlights of The Advise AI Conference 2024 on Kitces.com, Craig Iskowitz, CEO and Founder of Ezra Group, LLC, observed: "This isn't just another passing trend. The conference underscored a pivotal shift in thinking about AI's role in our field." This shift demands careful tool selection & as Michael Kitces points out - 'The best AI tools for advisors must serve a core need, handle repetitive tasks, save significant time, and support straightforward processes.' In an industry where trust and security are paramount, we're proud to be leading the Client Meeting Support category in compliance standards while delivering the specialized workflows advisors need. But meeting notes are just the beginning. We're creating an operating system for client meetings that helps strengthen relationships and boost retention, while maintaining the rigorous compliance standards. Michael Kitces , Ben Henry-Moreland, CFP®, EA , Sarah Reece, MBA and team have done something remarkable - mapping innovation across every corner of advisor technology. Looking at all these logos, it's inspiring to see how our industry is evolving, and we're proud to be doing our part with Mili. Thank you Michael Kitces for this thoughtful analysis and including Mili in this journey of transforming how advisors serve their clients! Big things brewing at Mili - more updates coming soon! Meanwhile, explore where WealthTech is headed in this comprehensive map ⬇️ #WealthManagement #FinancialPlanning #ArtificialIntelligence #Fintech #WealthTech #FinancialAdvisors #AI #Mili #AIForAdvisors #Innovation

John O'Connell and The Oasis Group validate what we're seeing - AI in Wealth Management isn't just about building technology, it's about building trust. As the compliance leader in our category, we're proud to see Mili featured in their AI WealthTech Map alongside other innovators shaping the future of wealth management. We've focused on building what advisors truly need: industry-specific workflows that understand the nuances of wealth management, wrapped in enterprise-grade security that firms can trust. Picture this: An advisor closing their laptop at 5 PM instead of 9 PM. A weekend free from catching up on meeting notes. A Tuesday evening making it to their kid's soccer game. This isn't just a vision - it's what our advisor partners experience every day. Thank you John O'Connell, MBA, Tom Budnar, Suzanne O'Connell and the team at The Oasis Group for this carefully curated map of wealth management innovation. Excited to share more about Mili's features soon. Until then, explore this comprehensive AI WealthTech Map here ⬇️ #WealthManagement #FinancialPlanning #ArtificialIntelligence #Fintech #WealthTech #FinancialAdvisors #AI #Mili #AIForAdvisors #Innovation

Big news! Mili is thrilled to be a part of the Executive Leadership Forum and Gala hosted by Republic Capital Group and iCapital at the iconic Rainbow Room, Rockefeller Center. An iconic venue, transformative ideas, and the brightest minds in wealth management—all set to shape the future of our industry. Watch this space for key insights from this exclusive gathering. ✨ Vic Esclamado Amy Cunningham John Langston, CAIA Anastasia Amoroso Dr. Robert Kinscherff, Ph.D., Esq. Dr. Ramesh K.S. Rao #WealthManagement #FinancialPlanning #ArtificialIntelligence #Fintech #WealthTech #FinancialAdvisors #AI #Mili #AIForAdvisors #Innovation

The First Note from Mili, Two hours of deep client conversation. Twenty crucial updates. And your notes are scattered across three pages. Those crucial details. Family updates. Investment ideas. All living in your hastily scribbled notes. Then comes the real work: decoding your handwriting at 7 PM. Creating summaries. Planning follow-ups. That's where we've been - in advisor offices, watching these moments unfold. Over the past months, we've been heads-down building Mili alongside amazing advisor partners. Now we're excited to share our journey of transforming these late-night tasks into moments won back. We'll be sharing our partnerships, product innovations, security milestones, and stories of advisors transforming their practice with Mili. Stay tuned - lots of exciting updates coming your way. #wealthmanagement #financialadvice #financialplanning #artificialintelligence #fintech #wealthtech #financialadvisors #ai #mili