Mili

Mili is a fast-growing fintech and wealthtech startup specializing in AI-powered meeting assistance for wealth advisors and tax planners. Mili has quickly become a trusted partner for hundreds of advisory teams across the United States and beyond. The company’s core mission is to transform the way wealth advisors manage client meetings by automating note-taking, follow-ups, and compliance-allowing professionals to focus on building client relationships and driving business growth.

Products & Services

• AI-Powered Meeting Assistant: Automates real-time note-taking, organizes client conversations, and drafts actionable follow-ups for wealth advisors and tax planners.

• Invisible Streaming Technology: Works silently in the background-no bots join meetings-ensuring privacy and a seamless client experience.

• Compliance & Security: SOC 2-certified infrastructure with built-in consent, compliance filters (masking sensitive data), and advisor-controlled note-taking for regulatory peace of mind.

• Automated Transcription & Action Tracking: Instantly transcribes meetings, tracks action items, and syncs with calendars and email for workflow automation.

• Custom Templates & Firm-Specific Rubrics: Adapts to each firm’s unique workflows with customizable documentation templates and compliance rules.

• Deep Integrations: Connects with major wealth management platforms (Salesforce, Wealthbox, Practifi, Salentica) and works across Zoom, Google Meet, Teams, phone, and in-person meetings.

• Advisor Review & Human-in-the-Loop: Advisors review and approve notes before publishing, maintaining accuracy and control

Business Model & Revenue Streams

• Subscription Fees: The primary revenue stream comes from monthly or annual subscription plans that give advisory teams access to Mili’s AI-powered meeting assistant features, including automated notes, follow-ups, compliance support, and workflow integrations1.

• Premium Features: Advanced capabilities, such as custom meeting templates, enhanced analytics, and integrations with wealth management platforms like Advyzon, may be offered as part of higher-tier plans.

• Enterprise Solutions: Mili offers custom packages and dedicated support for larger firms and enterprises, generating additional revenue through enterprise licensing.

• Free Trials and Upselling: New users are often onboarded with free trials (e.g., 4 weeks free + 2 months free on annual plans), which are then converted to paid subscriptions, driving customer acquisition and retention.

Customer Segmentation

• B2B: The primary customers are wealth advisors, tax planners, and financial advisory firms seeking to streamline meeting management, compliance, and client engagement.

• Enterprise: Larger wealth management firms and financial institutions requiring scalable, secure, and customizable meeting automation solutions.

Growth Strategy

• Market Expansion: Scaling its reach across the U.S. and targeting international wealth management markets.

• Product Innovation: Continuously enhancing AI capabilities, adding new features, and deepening integrations with wealth management and CRM platforms.

• Strategic Partnerships: Collaborating with leading fintech and wealthtech platforms to expand distribution and enhance value for users.

• Conference & Industry Presence: Active participation in industry events (e.g., Advyzon Conference) to build brand awareness and credibility.