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Mili review for financial advisors

By William Foster · Updated October 27, 2026

Verdict: Mili is best for firms that want no-recording meeting notes plus agents for onboarding, prospect research and planning. Pricing: From $60/mo. Skip it if your firm wants full audio recordings kept as the meeting record.

How we review: this is an editorial summary of what Mili publishes about its product and pricing, checked on October 27, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.

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At a glance

Best for	Firms that want no-recording meeting notes plus agents for onboarding, prospect research and planning
Category	Meeting notes & CRM notes
Starting price	From $60/mo
Free option	14-day free trial.
Pricing model	Published on the vendor's website
Website	getmili.ai/

What Mili does

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).

Key capabilities, per Mili

Meeting notes without audio or video recordings and without a bot joining the call
Agents for scheduling, onboarding forms, prospect research, marketing, documents and planning reports
30+ integrations including Redtail, Wealthbox, Salesforce, Advyzon, eMoney and Global Relay

Good fit if

You want firms that want no-recording meeting notes plus agents for onboarding, prospect research and planning.

Skip it if

Your firm wants full audio recordings kept as the meeting record.

What to check before you buy

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.
Have your compliance team review data handling and recordkeeping before any client data goes in.

How Mili compares on price

Tool	Starting price	Free option	Details
Mili	From $60/mo	14-day free trial.	Pricing details
Zocks	From $67/user/mo (annual)	None listed	Pricing details
Jump	From $100/advisor/mo	Free trial offered on the Meet plan.	Pricing details
GReminders	From $69/mo	Free trial offered.	Pricing details
Zeplyn	Contact vendor	None listed	Pricing details
Finmate AI	From $39/mo (annual)	Free trial offered.	Pricing details

List prices from each vendor's website as of October 21, 2026.

Mili vs Jump · Mili vs Zocks · Mili vs GReminders · All Mili alternatives

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FAQ

Is Mili good for financial advisors?

It's a strong fit for firms that want no-recording meeting notes plus agents for onboarding, prospect research and planning. AI agents for wealth firms, led by a meeting agent that takes notes without recordings or a bot in the call.

What are Mili's main features?

Meeting notes without audio or video recordings and without a bot joining the call. Agents for scheduling, onboarding forms, prospect research, marketing, documents and planning reports. 30+ integrations including Redtail, Wealthbox, Salesforce, Advyzon, eMoney and Global Relay.

Who should not use Mili?