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Mili vs Zeplyn
Short answer: Mili is best for firms that want no-recording meeting notes plus agents for onboarding, prospect research and planning; Zeplyn is best for rias and enterprise wealth firms that want recording-free notes plus agents for intake, account opening and firm-wide insight. Mili publishes pricing (From $60/mo); Zeplyn sells by quote. Book demos of both and test them on your real workflow.
Mili and Zeplyn are the two advisor notetakers that make no recordings their headline: both process meeting audio in real time and keep notes and structured data instead of an audio file. Past that, they are built for different buyers. Mili publishes a starting price, offers a 14-day trial and sells a suite of agents a small RIA can switch on itself. Zeplyn is built enterprise-first: an orchestration layer of 50+ agents, deployable in a firm's own cloud, with pricing only through a demo.
| Mili | Zeplyn | |
|---|---|---|
| What it is | AI agents for wealth firms, led by a meeting agent that takes notes without recordings or a bot in the call. | Agentic AI platform for wealth management that captures client intelligence and orchestrates workflows. |
| Best for | Firms that want no-recording meeting notes plus agents for onboarding, prospect research and planning | RIAs and enterprise wealth firms that want recording-free notes plus agents for intake, account opening and firm-wide insight |
| Category | Meeting notes & CRM notes | Meeting notes & CRM notes |
| Free option | 14-day free trial. | None listed |
| Starting price | From $60/mo | Contact vendor |
| Key capabilities |
|
|
| Skip it if | Your firm wants full audio recordings kept as the meeting record. | You're a solo advisor who wants a self-serve tool with published pricing. |
| Details | Mili overview | Zeplyn overview |
Key differences
From each vendor's own site, checked October 28, 2026.
| Mili | Zeplyn | |
|---|---|---|
| Recordings | Streams audio; no audio or video recordings created or stored | Audio processed in real time, then discarded; off-the-record mode |
| Bot in the meeting | No bot joins Zoom or Teams calls | Not stated on its site; ask in the demo |
| Starting price | From $60/month (plan prices not listed) | Not published; pricing through a demo |
| Free trial | 14 days; start for free on its site | No self-serve trial listed; book a demo |
| Agents | Meeting, Scheduling, Data Management, Onboarding, Prospect Research, Digital Marketing and Documents agents | Agent Nexus coordinating 50+ agents: meeting prep, intake forms, account opening, document extraction, opportunity mining, coaching |
| Account opening | Onboarding Agent fills forms and completes applications | Finds the custodian form, fills it from meeting, CRM and document data, returns a draft for advisor review |
| Integrations | 30+, including Redtail, Wealthbox, Salesforce, Advyzon, eMoney and Global Relay | 30+ across CRM, planning, portfolio, custodial, email and calendar tools; MCP-ready, open APIs |
| Deployment | Mac, Windows, iOS and Android apps | Cloud or deployable in a firm's own VPC; single-tenant environments for enterprise |
| Security claims | SOC 2 Type II and ISO 27001; configurable PII redaction; US data storage | SOC 2 Type II; zero data retention with AI providers; SSN redaction; SSO and MFA; WORM-compliant archiving options |
Choose Mili if
- You're a solo advisor or small team that wants to start a trial today and see a published starting price.
- You want an agent suite (scheduling, onboarding, prospect research, marketing) you can turn on without an IT project.
- You need native apps on phones and desktops for in-person meetings.
Choose Zeplyn if
- You're a larger RIA or enterprise firm that wants agents deployed in your own cloud with single-tenant options.
- Account opening and NIGO reduction across custodians is as big a priority as meeting notes.
- Leadership wants book-wide opportunity mining, advisor scorecards and coaching on top of notes.
Related
About Mili
Mili builds AI agents for advice firms. Its Meeting Agent handles prep, notes, CRM updates and follow-up emails, and Mili says it streams audio without creating or storing recordings and without a bot joining Zoom or Teams calls. Other agents cover scheduling, data updates across systems, onboarding paperwork, prospect research, digital marketing, document extraction and financial planning reports. It lists 30+ integrations, including Redtail, Wealthbox, Salesforce, Advyzon, eMoney, Egnyte and Global Relay archiving, says it is SOC 2 Type II and ISO 27001 certified with US-based data storage, and runs on Mac, Windows, iOS and Android. In the 2026 T3/Inside Information Software Survey it had the highest user rating in the AI notetaker category (8.69).
Check before choosing Mili
- Ask which agents are in each plan; the published figure is only a starting price
- Confirm your CRM fields map correctly before rollout
- Set transcript retention and consent rules with compliance first
About Zeplyn
Zeplyn describes itself as an agentic AI operating system for wealth management, built enterprise-first. It takes recording-free AI notes across virtual and in-person meetings, phone calls and dictation (audio is processed in real time and discarded, with an off-the-record mode), turns meetings into CRM tasks, cases and follow-up emails, and builds unified client profiles from CRM, planning and custodial data. Agentic workflows cover meeting prep, configurable intake forms, account opening (it finds the custodian form, fills it and returns a draft for advisor review), document extraction, opportunity mining across the book and advisor coaching. Zeplyn Agent Nexus coordinates 50+ specialized agents above existing systems, is MCP-ready and can be deployed in a firm's own VPC. Zeplyn says it is SOC 2 Type II certified, has zero-data-retention agreements with its AI providers, redacts identifiers such as Social Security numbers and offers 30+ integrations across CRM, planning, portfolio and custodial systems.
Check before choosing Zeplyn
- Ask for pricing by seat and by firm size
- Ask which CRMs and custodians are among its 30+ integrations
- Ask what compliance reporting is included
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FAQ
Mili vs Zeplyn: which is better for financial advisors?
Mili is best for firms that want no-recording meeting notes plus agents for onboarding, prospect research and planning; Zeplyn is best for rias and enterprise wealth firms that want recording-free notes plus agents for intake, account opening and firm-wide insight. Mili publishes pricing (From $60/mo); Zeplyn sells by quote. Book demos of both and test them on your real workflow.
What is the difference between Mili and Zeplyn?
Mili: AI agents for wealth firms, led by a meeting agent that takes notes without recordings or a bot in the call. Zeplyn: Agentic AI platform for wealth management that captures client intelligence and orchestrates workflows.
Is Mili or Zeplyn cheaper?
Mili publishes pricing (From $60/mo); Zeplyn sells by quote.
Do Mili and Zeplyn record client meetings?
Neither keeps a recording. Mili says it streams audio without creating or storing audio or video recordings and keeps transcripts and notes. Zeplyn says audio is processed in real time to generate notes and then discarded, and it offers an off-the-record mode. Confirm with compliance that notes alone meet your firm's recordkeeping policy.
Which is cheaper?
Mili lists a starting price of $60 a month and a 14-day trial (checked October 28, 2026). Zeplyn doesn't publish pricing; you get a quote after a demo.
Can either open accounts for new clients?
Both say they can. Mili's Onboarding Agent fills forms and completes applications. Zeplyn finds the custodian form, fills it from meeting, CRM and document data, and returns a draft the advisor reviews and submits.
Which fits an enterprise firm?
Zeplyn is built for it: it can run in a firm's own VPC, offers single-tenant environments, SSO and MFA, and says firms with more than $120 billion in combined AUM use it. Mili also sells an Enterprise / IT-managed plan, so ask both for references at your size.