--- title: "Mili - AI agents for wealth advisors" description: "Tailored AI agents for advice firms." url: https://getmili.ai --- # Transform your advice firm with tailored **AI agents** Eliminate all the busy work with purpose-built agents, so you can build stronger client relationships. - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Start for free](https://app.getmili.ai/login?signup=true) Start for free Trusted by ![Prime Capital Financial ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6a0b055f5cbb16707baba0eb_Group-2147239087.webp) ![MACO Wealth Management](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6a0b05405bf915702cf4e655_Group-2147239086.webp) ![Neo Wealth & Asset Management ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac5c2c1d41c930fa6454f_Frame-1171279014.webp) ![Human Capital ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac595a4f30776b95ceffa_Frame-1171279013.webp) ![Longevity Capital Management ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac57676974e7441c55596_Frame-1171279012.webp) ![Elevate Private Wealth Group ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac5344a98cdb68488c5e4_Frame-1171279011.webp) ![International Assets Advisory ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac4b3ea1094daabd3963f_Frame-1171279010.webp) ![Winn Partners Financial Group ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac45f356ac763e52206d5_Frame-38.webp) ![Presidio Capital](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690bbf60c56ef788beed51b5_Presidio-Capital-Logo-for-website.webp) ![Forward Thinking WM](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2e00ed0f612a2d8900f6_FTWM-V1-Final-logo.webp) ![FSFM](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2cfccb61ee7e28ab2024_FSFM-Final-website-logo.webp) ![Roberston Stephens](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2ac2de93d1f5023d9890_RS-Logo-Final-version-website.webp) ![Echelon Financial](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68b6fc7785647fd4040bc4cb_Echelon-Final.webp) ![ECIGX](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a31439a98d5e6f4df1df55_CIGX-Logo-Final.webp) ![Marshall financial](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a3141feae8c829ad9d2be2_Marshall-Financial-Logo-Final.webp) ![Clarity Capital Management](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a31403eae8c829ad9d20dc_Clarity-Capital-Logo-Final.webp) ![Palatine WM ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/687f5dba999e8d068b9db700_Palatine-WM-Logo.webp) ![Procore Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/687fb63d70626091ad732136_Procore-Final-v2.webp) ![Pebble Valley](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/686282d41753b776b50a4583_Pebble-Valley-Logo.webp) ![Alikos Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68531fb6058e76bea116b90f_Alikos-Wealth-Mgmt.webp) ![Global View Investors](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/684ae99059ff2bae5bbb2601_Global-View.webp) ![Plunk Smith](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/684ae99ac99c4a830fb25640_Plunk-Smith.webp) ![Quent Capital](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8062c3970e2c55cd524_Quent-Capital.avif) ![Avion Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c826d6f7d0eaa8d4ab8f_Avion-Wealth.avif) ![Partners](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c7d397fe2a01c134dae6_Partners-group.avif) ![SFMG](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c83fd11c5b33585106c2_SFMG.avif) ![JM Brown](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8800504c168d72f5a2c_JM-Brown.avif) ![Austin](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8894a63c9f8ce90c087_Austin.avif) ## Meet your **AI Agent** dream team ### Meeting Agent Focus completely on your clients while every word gets captured. Your CRM updates itself, follow-ups write themselves, and you get professional meeting summaries ready to share. - [Know More](https://getmili.ai/meeting-agent) Capture real-time meeting intelligence Instantly update your CRM Send professional follow-ups within minutes ### Scheduling Agent Say goodbye to calendar tennis. Tell your agent when you want to meet, and it handles the rest - finding times, sending invites, even including the agenda. ## Data Management Agent Change information once, update it everywhere. When life happens to your clients, their details flow seamlessly across all your systems. ### Onboarding Agent Bring new clients aboard in days instead of weeks. Forms fill themselves, applications complete automatically, and everyone starts the relationship smoothly. ### Prospect Research Agent Know who you're meeting before they walk in. Background, interests, and connections appear right when you need them. ### Digital Marketing Agent Grow your practice while focusing on clients. Email campaigns run themselves, your website stays fresh, and new prospects find you naturally. ### Documents Agent Turn paperwork into data in minutes. Upload any document and watch the important details flow right into your systems. Financial Planning Agent Turn big life moments into clear plans. Tax, estate, education, insurance and more, ready to share as a report with your firm's branding on it. ## Cohesive. Customized. Compliant. ### **Cohesive.** Mili seamlessly integrates across your entire wealth management stack, creating unified workflows that connect your tools into one smooth experience. ### **Customized.** Mili learns and adapts to your firm's unique processes, communication preferences, and operational style, delivering tailored experiences across all agent interactions. ### **Compliant.** Mili maintains the highest security and regulatory standards across all operations, ensuring data protection, privacy safeguards, and industry compliance requirements are met throughout every agent interaction and workflow. ## RIAs and Broker Dealers love **Mili** for its accuracy, security and discreet support ### “Mili is one of our most significant investments” “We first looked at Mili from a compliance mindset. Now the prep agent pulls everything into one place, the prospect agent gives us an angle to walk in with, and CRM updates just happen. All the little death by a thousand cuts in an advisor’s day are eliminated. Please don’t take it away.” Neil Bales President & CEO ### “Mili is really helping us deliver on our core values” "Prospect research, meeting preparation, follow up, identifying planning opportunities. Each one is a capability we didn’t have before, and all of them are specific to the wealth manager’s job. There’s no daylight in the say-do gap. If we have an action item, we track it and make sure it gets done.” Jonathan Freeman Chief Operating Officer ### "I've got my evenings back" "Notes, a digital file, then re-keying it all into my CRM, three to four hours a night, sometimes till midnight. Now I look it over and it's boom, done: filed, follow-up sent, on the calendar. I'm cooking dinner and watching a show with my wife again." Erich Schwerd Investment Manager ![CIGX LLC logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa472685e_6ac93784b0f499508e335da2_cigx-logo-fit.png) ### "Mili frees my team to do the real work" "I have tried the general tools, Mili is different. The way it organizes and summarizes is intuitive, and it does a better job giving me exactly what I need. Add in that it never captures private client data, and it freed up real capacity across our team, I'd estimate 10 to 15 percent." Charles Dabrowski Managing Partner ![Palatine Hill Wealth Management logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa472685b_6ac937859654db21ebc13488_palatine-logo-fit.png) ### "An agent first, then a note taker" "You can tell Mili to fill out the paperwork at the brokerage, take the suitability info, prep the annuity forms. That's dynamic, far above just taking notes. We don't worry about re-entering data across systems anymore. That time goes back into building the business." Andrew Evans CEO ![Rossby Financial logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac9579f61c65d417316cb69_6ac9578529fa3d6d46ff4247_rossby-logo-small.png) ### "We are turning things around almost too soon now" "I finish a meeting, walk to grab water, and by the time I'm back the action items are already in our CRM and the follow-up is ready to send. My team doesn't wait on me anymore. We've stopped debriefing meetings, the work's already moved forward." Andrew Hasz Director of Advisor Technology ![Marshall Financial Group logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726855_6ac93784f328c4e9a19633f0_marshall-logo-fit.png) ### “I was skeptical - now Mili's my new best friend” “I told my partner it was 'just an AI thing we're never going to use.' By the third meeting, I admitted I was wrong. Mili is phenomenal - intuitive, organized, and captures everything. It's saved me 30-45 minutes per meeting. If I use it a dozen times, that's easily 6 hours saved.” Jamie Banks Partner ![Smallwood and Associates logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac95848d70201eaf5bc11f3_6ac9582f8f714f759fc15bbd_smallwood-logo-large.png) ### “We would be very disappointed if you took Mili away” “As an operations person, my job is to identify ways for us to be as efficient as possible without sacrificing client experience. Mili saves so much time and has just overall improved our client experience. I highly recommend it.” Alana Wells Chief Operations Officer ![Avion Wealth logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726864_6ac93784b0f499508e335d82_avion-logo-fit.png) ### “Mili has revolutionized how I handle meetings” “Mili has completely transformed how I engage with clients by automating follow-ups and workflows. Now, I can focus more on building deeper relationships with my clients and pursuing new opportunities.” Devin DeLapp Financial Advisor & Stakeholder ![SFMG Wealth Advisors logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726867_6ac93785f328c4e9a196341b_sfmg-logo-fit.png) ### “Once you start using Mili, you won't go back” “Being without Mili for just a couple of days was very challenging. Once you’ve experienced its benefits, there’s no returning to older methods. The improvement it brings is so significant that its absence feels like a major setback.” Raoul Celerier Co-Managing Partner ![Austin Private Wealth logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac9373c06f6b24e6a1f1d51_6ac9371268c201e2c76188e2_austin-logo-balanced.png) ### “It's the best tech I've bought for our firm, for sure” “Mili has become a full-time assistant helping me do tasks that I do not like, and is a lot cheaper. It has taken a chore and made it an excellent part of the process. That's made our team a lot more efficient.” Omar Ahmadieh Partner & Financial Advisor ![JM Brown logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726851_6ac937846afc49f0eb62e5fc_jmbrown-logo-fit.png) ## Seamless **integrations across** all your tech tools ## Mili **eliminates compliance risks** at the architectural level while keeping workflows natural ### SOC 2 Type 2 Highest grade security standard ensuring that data is safe all the time ### Streaming only, no recording Notes created through secure real-time streaming and no audio recordings or stored transcripts ### Say bye to bots Secure streaming technology that works in the background without bots joining the call ### AWS Enterprise Cloud Built on AWS, the most trusted and secure cloud infrastructure for financial services ### Bank-Grade Encryption AES-256 and TLS 1.2+ data encryption at rest and in transit ### Enterprise Network Security AWS firewall and VPN protection safeguarding all production systems ### Secure Access Control JWT session management ensuring private and authenticated API access ### PII redaction Secure client data that never trains our models ## As **seen on** ### Mili is the highest-rated solution in the 2026 T3 survey This is some text inside of a div block. Learn more ### Mili is a 2026 Wealth Management Industry Awards finalist Learn more ### The 2026 AI Notetakers & Agentic OS Buyer's Guide from Ezra Group, LLC recognized Mili as an Agentic Operating System Leader Learn more ### Mili closes a seed round to build the next gen of AI for wealth management Learn more ### Mili co-publishes the Advice Engagement report along with Asset Map and Wealth Management Learn more ### People's Choice Award at WealthManagement EDGE 2025 with 50%+ votes Learn more ### Oasis Group ranked Mili as the most accurate AI note-taker Learn more ### Mili topped Joe Moss's list of 25+ note-takers for financial advisors Learn more ### Mili joins the The Founders Arena WealthTech Accelerator Learn more ### Mili is selected for Google for Startups - AI First Accelerator Learn more ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili