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Fintech startup Mili raises $2 Mn led by Chiratae and BoldCap

Entrackr · 5d

AI meeting assistant for wealth management firm Mili has raised $2 million in its seed round led by Chiratae and BoldCap with participating investors Sparrow Capital, SFMG Wealth Advisors, Gregg Fisher (Quent Capital), and Better Capital. The proceeds will be used to enhance and accelerate Mili's product, including expanding customization capabilities, deepening integrations, ramping up its partnerships, and growing the engineering and customer success teams. Founded in early 2024 and is led by Chirag Gandhi, Mili provides enterprise-grade meeting documentation software that helps wealth management firms streamline their advisory workflows while maintaining the highest standards of compliance and customization. The platform enables financial advisors to focus on client relationships by reducing administrative overhead through secure, real-time AI assistance that works seamlessly with existing systems. According to the company, it has an industry-leading compliance architecture built for enterprise wealth management, with customizable templates and firm-specific rubrics that adapt to each practice's unique needs. Mili has a rapidly expanding integration suite supporting major wealth management platforms, backed by an SOC 2-certified infrastructure with enterprise-grade security.