Mili Launches Agentic AI Platform for Wealth Advisors
The company Mili has launched Mili Office, an agentic AI platform for wealth advisors. The platform is designed to connect to advisors' existing systems and handle complete workflows from end to end. The product follows the company's initial traction with an AI meeting agent.
- Mili Office integrates with an advisor's existing technology stack, including CRMs like Salesforce, Wealthbox, and Redtail; financial planning software such as eMoney; and custodians like TradePMR. - The platform is SOC 2 Type II certified and ISO 27001 compliant, with Mili claiming it is the only agentic AI platform for wealth advisors to hold both security distinctions. - Founded in early 2024, the company emerged from stealth with $2 million in seed funding from investors including Chiratae Ventures, BoldCap, and SFMG Wealth Advisors. - The company's co-founders are CEO Chirag Gandhi, a former venture investor; CPO Vennela Miryala, an AI/ML specialist from startups like Meesho; and CTO Siddharth Bulia, who previously worked at Goldman Sachs. - An independent 2025 report from The Oasis Group measured Mili's initial meeting agent product at 96% note-taking accuracy, the highest among the AI solutions it evaluated. - Early adopters of the Mili Office platform include firms such as Avion Wealth, SFMG Wealth Advisors, and Presidio Capital Management. - The system allows advisors to query their own data with natural language, asking questions like, "Have any of my clients expressed interest in crypto?" or to run automated workflows, such as identifying all clients who completed a Roth conversion in the previous year.
