Mili
Mili provides enterprise-grade meeting documentation software that helps to streamline advisory workflows, organizes notes, actionable, and financial information in custom formats, supports in-person meetings, integrates with third-party meeting applications, and creates tasks in CRM or financial planning software, enabling wealth management firms to focus on client relationships by reducing administrative overhead.
$2,000,000
Latest Funding Stage
2025-01-08
Funding Date
12
Employees
United States
Location
Wilmington, Delaware
City & State
Key Contacts
Open Positions
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