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Mili Emerges With $2M Seed Financing Round

2025-01-07
PLANO, TX, Mili, AI meeting documentation platform for wealth management firms, has raised $2 million 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.

Founded in 2024, Mili is an AI-powered meeting assistant that helps wealth management firms save time and deepen client relationships. Starting with meeting documentation that cuts administrative work by 90%, Mili's enterprise platform ensures compliance while delivering personalized service at scale. Built specifically for wealth advisors, Mili combines bank-grade security with deep industry expertise to transform how advisors work.
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