Mili, a Plano, TX-based provider of an AI meeting documentation platform for wealth management firms, raised $2M in Seed funding.
The round was led by Chiratae and BoldCap, with participation from Sparrow Capital, SFMG Wealth Advisors, Gregg Fisher(Quent Capital), and Better Capital.
The company intends to use the funds to expand operations and its development efforts.
Led by Chirag Gandhi (CEO), Siddharth Bulia (CTO), and Vennela Miryala (CPO), Mili is an AI-powered meeting assistant that helps wealth management firms save time and deepen client relationships. It works across virtual platforms (Zoom, Google Meet, Microsoft Teams), phone calls, and in-person meetings. Each firm gets customizable templates and firm-specific rubrics that adapt to their workflows. Built on SOC 2-certified infrastructure, it features deep integrations with major wealth platforms including Salesforce, Wealthbox, Practifi, and Salentica.
FinSMEs
08/01/2025