--- title: Mili Reviews meta\_title: 'Mili Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Mili works for a business like yours. date\_modified: '2026-06-22' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Mili Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Mili but has limited features. Are you part of the Mili team? [Upgrade your plan](https://my.g2.com/mili/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! Mili is a set of tailored AI agents built specifically for wealth advisors, RIA firms, and broker-dealers. Our agents help advice firms replace hours of manual admin work with simple, automated workflows, so advisors can spend more time building stringer client relationships . Meeting Agent Mili's Meeting Agent captures real-time meeting notes without creating any recordings or adding AI bots to your Zoom, Teams, or Webex calls. Your clients never see or interact with any technology just you. After the meeting, Mili generates professional follow-up emails that match your writing style, creates action plans, and syncs everything to your CRM in a single click. Advisors save 15-45 minutes per meeting. Full Agent Suite Beyond meetings, Mili offers specialized agents across the entire advisory workflow: Scheduling Agent to eliminate back-and-forth email chains, Data Management Agent to update client info across your tech stack in two clicks, Onboarding Agent to auto-populate account applications and transfer paperwork, Prospect Research Agent to deliver background research before every meeting, and upcoming agents for Compliance, Digital Marketing, and Document Analysis. Built for Financial Services Compliance Mili uses real-time streaming audio becomes text instantly and is immediately discarded. No recordings are ever created or stored. All sensitive data like SSNs and account numbers is automatically redacted. Mili is SOC 2 Type II and ISO 27001 certified, with US-based data storage on AWS, end-to-end encryption, and 7-year audit log retention. We never train AI on your client data. Works Across Your Existing Tech Stack Mili integrates with the tools you already use, CRMs like Wealthbox, Salesforce, Practifi, Advyzon, Redtail, and Salentica; calendars like Google Calendar and Microsoft Outlook; financial planning software like eMoney and RightCapital; custodian platforms like Charles Schwab and TradePMR; and meeting platforms like Zoom, Teams, Webex, and Google Meet. Mili is available on desktop, iOS, and Android, with plans starting at $60/month per advisor. * * * Seller [Mili](https://www.g2.com/sellers/mili) Discussions [Mili Community](https://www.g2.com/products/mili/discuss) Languages Supported Afrikaans, Amharic, Arabic, Assamese, Azerbaijani, Bashkir, Belarusian, Bengali, Bosnian, Bulgarian, Catalan, Cebuano, Czech, Chuvash, Welsh, Danish, German, Greek, English, Esperanto, Estonian, Basque, Persian, Finnish, French, Scottish Gaelic, Irish, Galician, Gujarati, Haitian, Hebrew, Hindi, Croatian, Hungarian, Armenian, Iloko, Indonesian, Icelandic, Italian, Javanese, Japanese, Kannada, Georgian, Kazakh, Central Khmer, Kirghiz, Korean, Kurdish, Latin, Latvian, Lithuanian, Luxembourgish, Malayalam, Marathi, Macedonian, Malagasy, Mongolian, Malay, Burmese, Nepali, Newari, Dutch, Norwegian, Oriya, Punjabi, Polish, Portuguese, Pushto, Quechua, Romanian, Russian, Sanskrit, Sinhala, Slovak, Slovenian, Sindhi, Somali, Spanish, Albanian, Serbian, Sundanese, Swahili, Swedish, Tamil, Tatar, Telugu, Tajik, Tagalog, Thai, Turkmen, Turkish, Uighur, Ukrainian, Urdu, Uzbek, Vietnamese, Yiddish, Yoruba, Chinese (Simplified), Chinese (Traditional), Tibetan, Fijian, Maltese, Maori, Samoan, Tonga (Tonga Islands), Xhosa Overview by Jasleen Virdi Show More ## Pricing Pricing provided by Mili. ### Mili Ignite $60.00 1 Mili Ignite Per Month ### Mili Accelerate $130.00 1 Mili Accelerate Per Month [ View More Pricing Information ](https://www.g2.com/products/mili/pricing) ## Top-Rated Alternatives [ ![GReminders](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "GReminders") GReminders 4.6/5(697) ](https://www.g2.com/products/greminders/reviews) [ ![Zocks](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zocks") Zocks 4.7/5(650) ](https://www.g2.com/products/zocks/reviews) [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ View All Alternatives ](https://www.g2.com/products/mili/competitors/alternatives) ## Mili hasn't been reviewed yet Used Mili? 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[Read more](https://legal.g2.com/community-guidelines) ## Pricing Options Pricing provided by Mili. ### Mili Ignite $60.00 1 Mili Ignite Per Month ### Mili Accelerate $130.00 1 Mili Accelerate Per Month ### Mili Spark $90.00 1 Mili Spark Per Month [ View More Pricing Information ](https://www.g2.com/products/mili/pricing) ##### Categories on G2 [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) ##### Explore More [Which DNS security solutions are most reliable based on reviews from IT teams at financial services firms managing sensitive networks?](https://www.g2.com/discussions/which-dns-security-solutions-are-most-reliable-based-on-reviews-from-it-teams-at-financial-services-firms-managing-sensitive-networks)[What is the most affordable video content creation tool for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-video-content-creation-tool-for-smbs)[Contact center software with best reviews](https://www.g2.com/discussions/what-is-the-contact-center-software-with-the-best-reviews) [What inspection management software lets teams capture photos alongside notes so inspection reports actually contain useful documentation rather than just checkboxes?](https://www.g2.com/discussions/what-inspection-management-software-lets-teams-capture-photos-alongside-notes-so-inspection-reports-actually-contain-useful-documentation-rather-than-just-checkboxes)[Which products combine graph and document database capabilities for a team that needs both relationship traversal and flexible schema storage in one system?](https://www.g2.com/discussions/which-products-combine-graph-and-document-database-capabilities-for-a-team-that-needs-both-relationship-traversal-and-flexible-schema-storage-in-one-system)[Which vendor offers the fastest location data updates?](https://www.g2.com/discussions/which-vendor-offers-the-fastest-location-data-updates) [Show MoreShow Less](javascript:void(0);)