Mili takes home the people's choice award at wealth management EDGE 2025

A Victory for Advisors Everywhere

Last week at The Boca Raton Resort in Florida, something special happened. In a room full of 2,000+ wealth management decision-makers, we demonstrated how AI agents can handle the tasks that eat up advisors' days. The response? Overwhelming

The Competition Was Fierce

Wealth Management EDGE brings together the industry's top players. This year's WealthStack demos featured an impressive lineup, including Addеpar, Zocks, BILL, Milemarkеr, WеalthFееd, Zеplyn, EncorEstatе Plans, Altrata, and more - all competing for the attention of the best advisors and RIA firms across the States.Each company had its moment to shine. But when it came time to vote, advisors sent a clear message about what they really needed.

What Made the Difference

In front of industry veterans and thought leaders - including judges Amy DeTolla, Tim Welsh (CFP), and Jason M. Pereira - we demonstrated something revolutionary: AI agents that actually handle the tasks advisors hate.

We showcased how Mili's suite of specialized agents work together:

• Scheduling Agent: End the endless back-and-forth emails with prospects
• Prospect Research Agent: Get comprehensive background intel delivered automatically
• Onboarding Agent: Open new accounts in days, not weeks
• Data Management Agent: Update client info across all systems with two clicks

No bots joining meetings. No recordings to manage. Just AI agents quietly handling hours of busy work in the background.

The response was overwhelming. More than 50% of the audience voted for Mili - that's more votes than all other competitors combined. As one LinkedIn post noted:

"Even in a field stacked with established wealth tech players like BILL, Addеpar and notable AI companies, we were encouraged by the response."

Why This Matters

This isn't just an award for us - it's validation that advisors are ready to delegate the tasks that steal their time. They're tired of:

• Manually updating the same information across multiple systems
• Spending hours on administrative tasks instead of client relationships
• Scrambling to research prospects before meetings
• Waiting weeks to onboard new clients

The advisors at EDGE recognized that Mili offers something different: an AI workforce that handles the grunt work so they can focus on what only humans can do - build trust, provide wisdom, and guide families through life's biggest financial decisions.

The Road Ahead

This win marks a pivotal moment as we expand our AI agent suite across the entire wealth management stack. We're not just building another tech tool - we're creating the AI workforce that lets advisors be more human, not less.

Experience the Difference

Want to see why advisors chose Mili? Join the hundreds of RIA firms already transforming their practices with our AI agent suite.

Book a demo today and discover how you can:

• Delegate hours of busy work to specialized AI agents
• Open new accounts 80% faster
• Walk into every prospect meeting fully prepared
• Get 30+ hours back every month

The advisors have spoken. The future isn't about working harder - it's about delegating smarter.