Mili Joins The Founders Arena WealthTech Accelerator

A different kind of AI spotlight

Every week, a new “AI for finance” startup pops up. Big promises. Flashy demos. Not a lot of proof.

That’s why this moment feels different.

The Founders Arena - the global WealthTech accelerator based in Arlington, Texas - has announced its newest cohort of startups “redefining the future of financial services” with AI applied on purpose, not just for hype. 

Out of hundreds of applicants, they selected six companies.

Mili made the cut.

For the next several months, we’ll be working closely with 20+ wealth management firms (including UBS, ESI, BMO) each representing thousands of advisors, as part of a high-touch program designed to do one thing: help real buyers and real builders work together on real problems.

For us, this isn’t just an accelerator slot. It’s a signal that the industry is ready for what we’ve been building all along.

What is The Founders Arena Accelerator?

The Founders Arena is a WealthTech accelerator that supports early-stage startups focused on AI-driven solutions for the wealth management industry. Unlike traditional startup incubators, The Founders Arena provides high-touch mentorship and connects startups directly with investors, buyers, and decision-makers. The program focuses on evidence-based technology that is built to solve real-world problems, not just follow trends.

For Mili, this accelerator is a perfect fit. It will help us accelerate the development of our AI-powered agents and provide us with the resources needed to scale our solutions for wealth advisors at a broader level.

Mili’s Selection: A Boost to Our Mission

Mili’s selection for The Founders Arena Accelerator is not just a recognition; it’s a boost to our ongoing efforts to create AI-driven tools that solve real-world problems for wealth advisors. Our suite of AI agents - designed to automate administrative tasks and enhance client interactions - has already helped hundreds of wealth management firms save time, enable growth and improve efficiency.

The accelerator will give us strategic mentorship from industry leaders, enabling us to refine our product and scale our impact. With support from The Founders Arena, we’ll be able to optimize our AI agents, ensuring they meet the growing needs of wealth management firms across the globe.

Mili’s AI-Powered Suite: Transforming Wealth Management

At Mili, we’ve developed a suite of AI agents that work together to automate the core workflows of wealth management firms. These agents are designed to help advisors save time, enable business growth and improve their client relationships. Here’s a quick look at how Mili’s agents make a difference:

1. Client Snapshot
   Mili compiles all your client’s data into one unified view, pulling from CRMs ( like Salesforce), Financial Planning tools (like eMoney), Custodians (like TradePMR), and Document vaults (like SharePoint). This saves advisors from switching between systems and ensures they always have a comprehensive client overview.
   
   
2. Meeting Prep
   Mili generates customized meeting agendas, pulling data from your CRM and client snapshot, so advisors can walk into meetings prepared and focused.
   
   
3. Ask Anything
   Advisors can ask natural language questions across connected platforms like CRMs, Financial planning tools, and custodians, getting instant, contextual answers that save time on manual searches.
   
   
4. Data Management
   Mili keeps CRM, Financial planning, and custodian records updated automatically, pulling data from emails, documents, and meeting notes eliminating manual entry and ensuring accuracy across systems.
   
   
5. Onboarding
   Mili automates client onboarding by parsing documents and creating complete client profiles in CRMs, planning tools, custodian, thereby automating and streamlining the manual process and reducing errors.
   
   

Mili’s Vision: Empowering Advisors with AI

At Mili, we’re committed to building AI-powered solutions that empower wealth advisors. We believe that the future of wealth management lies in AI-driven automation that frees up advisors’ time so they can focus on what matters most: building strong, meaningful client relationships.

Through The Founders Arena Accelerator, we’re excited to further enhance our AI agents, making them even more powerful and ready for enterprise-scale deployment. We’re not just optimizing our technology - we’re shaping the future of wealth management, helping firms scale while keeping the human touch at the core of their practices.

Get Started with Mili Today

Mili’s selection for The Founders Arena WealthTech Accelerator is just the beginning. We’re accelerating our journey to transform wealth management with AI-powered agents that automate workflows and improve client experiences.

If you’re ready to work smarter, save time, and enhance your client relationships, we invite you to request a demo and see how Mili’s AI agents can help you achieve more with less effort.

Conclusion

The Founders Arena’s accelerator selection is a significant moment for Mili, and we’re excited to accelerate our growth with the support of industry mentors and partners. With this opportunity, Mili is poised to continue its mission of empowering wealth advisors with AI-powered solutions that drive efficiency, improve client service, and make wealth management practices more human-centered.