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Mili
In one line: AI agents for wealth firms, led by a meeting agent that takes notes without recordings or a bot in the call.
| Best for | Firms that want no-recording meeting notes plus agents for onboarding, prospect research and planning |
|---|---|
| Category | Meeting notes & CRM notes |
| Free option | The vendor offers a 14-day free trial. |
| Pricing | From $60/mo · See all plans (as of October 27, 2026) |
| Website | getmili.ai/ |
| Last checked | October 27, 2026 |
What it 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).
Get a Mili demo
Tell us a little about your firm and we'll pass your request to Mili's team. Free, no obligation.
Alternatives to Mili
Zocks
Firms that want deep CRM integrations
Jump
Advisors who want meeting notes plus follow-up workflows
GReminders
Advisors who want scheduling, reminders and AI meeting notes in one tool
Zeplyn
RIAs and enterprise wealth firms
Compare: Mili vs Jump · Mili vs Zocks · Mili vs GReminders
Compare with other tools (side by side, up to 4)
From the blog
FAQ
What is Mili?
AI agents for wealth firms, led by a meeting agent that takes notes without recordings or a bot in the call.
Who is Mili best for?
Firms that want no-recording meeting notes plus agents for onboarding, prospect research and planning. It is in our meeting notes & crm notes category.
How much does Mili cost?
As of October 27, 2026, Mili's website lists: Spark, Accelerate and Infinity, Starts at $60/month; Enterprise / IT managed, Contact vendor.
What are alternatives to Mili?
Zocks, Jump, GReminders, Zeplyn.