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Mili, an AI meeting assistant for wealth management platform has raised $2 million in its seed funding round led by Chiratae and BoldCap. The funding round also saw participation from many investors like Sparrow Capital, SFMG Wealth Advisors, Gregg Fisher (Quent Capital), and Better Capital.
Utilisation of fund
The funds will be used to improve and speed up Mili’s product development, including adding more customization options, expanding integrations, strengthening partnerships, and growing the engineering and customer success teams.
Read Also - Zingbus All Set To Raise INR 59 Cr funding
About Mili
Headquartered in San Francisco, Mili was founded in early 2024 and is led by Chirag Gandhi. The company offers enterprise-level meeting documentation software that helps wealth management firms simplify their advisory workflows while ensuring top standards of compliance and customization.
The platform helps financial advisors focus on client relationships by reducing administrative tasks through secure, real-time AI assistance that works smoothly with existing systems.
The company claims it has a top-tier compliance setup designed for enterprise wealth management, with customizable templates and firm-specific rules that adjust to each practice's needs. It also offers a growing integration suite that supports major wealth management platforms, with an SOC 2-certified infrastructure and enterprise-level security.
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