Plano, Texas-based Mili, an AI-driven meeting documentation platform tailored for wealth management firms, has successfully raised $2 million in seed funding.
This funding round was spearheaded by Chiratae Ventures and BoldCap, with additional backing from investors such as Sparrow Capital, SFMG Wealth Advisors, Gregg Fisher of Quent Capital, and Better Capital.
The fresh capital infusion will be channeled towards scaling Mili’s operations and advancing its technology development. By addressing key challenges in wealth management, Mili aims to redefine how firms handle meeting documentation and client interactions.
Mili provides an innovative solution for wealth management professionals seeking to save time and strengthen client engagement. Its AI-powered platform supports a range of meeting formats, including virtual sessions on Zoom, Google Meet, and Microsoft Teams, as well as phone calls and in-person discussions.
Key features include:
- Customizable Templates: Firms can design templates and rubrics that align with their specific workflows.
- Advanced Security: Built on SOC 2-certified infrastructure, the platform ensures data privacy and compliance.
- Seamless Integrations: Deep integrations allow firms to effortlessly incorporate Mili into their existing systems.
Leadership Driving Innovation
Mili is helmed by a dynamic leadership team comprising:
- Chirag Gandhi (CEO): Focused on strategy and growth.
- Siddharth Bulia (CTO): Leading technological advancements.
- Vennela Miryala (CPO): Enhancing product innovation and user experience.
Together, they bring a wealth of expertise to the table, ensuring Mili meets the evolving needs of wealth management professionals.
The platform is designed to streamline workflows, helping wealth managers focus more on building relationships rather than getting bogged down by administrative tasks. With its customizable features, Mili adapts to the unique demands of each firm, enhancing both efficiency and client satisfaction.
This funding milestone reflects investor confidence in Mili’s mission to transform wealth management practices. With plans to expand its footprint and refine its offerings, Mili is poised to become an indispensable tool for the industry.
As the demand for smarter, AI-powered solutions grows, Mili is leading the charge, empowering firms to deliver unparalleled value to their clients.