Gregg Fisher (Quent Capital)

Plano-Based Mili, an AI Meeting Assistant for Wealth Management Firms, Emerges from Stealth With $2M

by | Jan 7, 2025
Mili's "invisible AI assistant" features deep integrations with major wealth platforms including Salesforce, Wealthbox, Practifi, and Salentica. By automating meeting documentation, it aims to save wealth advisers "more than eight hours weekly," the startup says.
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