[ Mili Reviews ](https://www.g2.com/products/mili/reviews) [ Mili Reviews ](https://www.g2.com/products/mili/reviews) # Mili Pricing Overview [Editedit](https://my.g2.com/mili/pricings) Mili Ignite $60.00 1 Mili Ignite Per Month For solo advisors building their practice - 30 meetings per month - Real-time note-taking (no recordings) - Basic meeting preparation - Vast meeting template library - Verbal client-consent logs - Personalized & timely email follow-ups - Advisor Action Plans - All CRM integrations (Notes, Action Items, Workflows) - Assistant seat for $10 Show More Mili Accelerate $130.00 1 Mili Accelerate Per Month For fast-growing teams with complex needs. Everything in Spark, plus: - Client Insights engine: Meeting analytics, Client engagement metrics & insights, Client wants and concerns, Referrals tracking, Personalized gift recommendations, Customer funnel report - Custom data retention policy - Client profiles - Firm-level roles and access control - Dedicated Customer Success Manager - White-glove onboarding - Customisable client consent mechanism: Audio playback, Customizable & automated email alert, Virtual background on meeting platforms Show More Mili Spark $90.00 1 Mili Spark Per Month For ambitious advisors and small teams. Everything in Ignite, plus: - Unlimited meetings - Advanced meeting preparation- Connects your CRM data, email history, and client activity to paint the complete picture. - Detailed meeting notes - Advisor Action Plans with firm branding - Complimentary assistant seats Show More Mili Infinity Contact Us 1 Mili Infinity Per Month For leading enterprises with custom workflows. Everything in Accelerate, plus: - Multiple groups and departments - Administrator-level policy controls - Custom workflows and integrations - Dedicated support team - Custom analytics dashboard - Multi-entity management - Private cloud deployment Show More Pricing information for Mili is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Mili must be conducted with the seller. Pricing information was last updated on March 02, 2026 Show More [ ![Product Avatar Image](https://images.g2crowd.com/uploads/vendor/image/316/63ad29dc585e90022b87376175848478.jpeg "Product Avatar Image") Sponsored G2 MCP for HubSpot Learn More ](javascript:void(0)) ## Top-Rated Alternatives [ ![Zocks](https://images.g2crowd.com/uploads/product/hd_favicon/994d335c3951f3c876815eb703618ab3/zocks.svg "Zocks") Zocks 4.8/5 (337) ](https://www.g2.com/products/zocks/reviews) [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5 (220) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ ![Wealthbox CRM](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg "Wealthbox CRM") Wealthbox CRM 4.6/5 (109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/mili/competitors/alternatives) ## Mili Alternatives Pricing The following is a quick overview of editions offered by other [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) | ![Zocks](https://images.g2crowd.com/uploads/product/image/small_square/small_square_bfbf202701ad8866f57a896de28fa23d/zocks.jpg) [Zocks](https://www.g2.com/products/zocks/reviews) ##### Essentials | Starting at $67.001 User Per Month | Capture notes without recordings & free up time to focus on clients - Meeting preparation - AI Note-taking - CRM integration - Financial planning integration - Portfolio management integration - Pre-meeting and follow-up emails - Unlimited meetings - Pricing is per user/month billed annually [Show More](javascript:void(0);) | | ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png) [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) ##### Agentforce Financial Services Service Enterprise | $325.001 user Per Month | The financial services CRM for service with built-in AI. - Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation - Easy-to-Use CSR Console for Single Pane of Glass - Service Process Studio for Low-Code Customization | | ![Wealthbox CRM](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png) [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) ##### Basic | $59.00Per Month | Price is per user / month when billed annually - Contacts - 1 CRM Workspace - 1 Opportunity Pipeline - 2 GB File Storage - Customizable Groups - Contact & Household Management - Contact Segmentation Tags - Task Management - Opportunity Management - Calendar - Workflows - Projects - Reports - Custom Fields - Activity Stream - Coworker Notifications - Administrative Controls - Mobile App Companion - Partner App Integrations - Compliant Note Archiving - Permissions & Visibility - Bank-Level Security - Session Timeout - 2-Factor Authentication - SOC 2 Compliant - Customer Support Help Desk - Live Help - Data Portability - CRM Migration Assistance - Video Tutorial Library - Knowledge Base Q&A - Two-Way Calendar Sync - Chrome Extension for Gmail - Bcc Email Forwarding [Show More](javascript:void(0);) | Various alternatives pricing & plans Pricing information for the above various Mili alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ##### Categories on G2 [ AI Assistants for Financial Services ](https://www.g2.com/categories/ai-assistants-for-financial-services) ##### Explore More [ Best marketing analytics software for my business ](https://www.g2.com/discussions/best-marketing-analytics-software-for-my-business-opinions)[ Which remote desktop tool offers the fastest connection speeds? ](https://www.g2.com/discussions/which-remote-desktop-tool-offers-the-fastest-connection-speeds)[ Would Squadcast integrate well with existing tools like Slack and Jira? ](https://www.g2.com/discussions/would-squadcast-integrate-well-with-existing-tools-like-slack-jira-and-aws-cloudwatch) [ Which vendor offers the most secure encrypted video calls? ](https://www.g2.com/discussions/which-vendor-offers-the-most-secure-encrypted-video-calls)[ Which spend management software is best for large enterprises ](https://www.g2.com/discussions/which-spend-management-software-is-best-for-large-enterprises)[ What platform integrates transcription with video conferencing tools? ](https://www.g2.com/discussions/what-platform-integrates-transcription-with-video-conferencing-tools) Show More [ Best marketing analytics software for my business ](https://www.g2.com/discussions/best-marketing-analytics-software-for-my-business-opinions)[ Which remote desktop tool offers the fastest connection speeds? ](https://www.g2.com/discussions/which-remote-desktop-tool-offers-the-fastest-connection-speeds)[ Would Squadcast integrate well with existing tools like Slack and Jira? ](https://www.g2.com/discussions/would-squadcast-integrate-well-with-existing-tools-like-slack-jira-and-aws-cloudwatch) [ Which vendor offers the most secure encrypted video calls? ](https://www.g2.com/discussions/which-vendor-offers-the-most-secure-encrypted-video-calls)[ Which spend management software is best for large enterprises ](https://www.g2.com/discussions/which-spend-management-software-is-best-for-large-enterprises)[ What platform integrates transcription with video conferencing tools? ](https://www.g2.com/discussions/what-platform-integrates-transcription-with-video-conferencing-tools)