Mili - About the company
Mili is a series A company based in Lewes (United States), founded in 2024 by Siddharth Bulia, Chirag Gandhi and Vennela Miryala. It operates as an AI-powered meeting assistant for wealth advisors. Mili has raised $2M in funding from BoldCap and Chiratae Ventures. The company has 79 active competitors, including 22 funded and 8 that have exited. Its top competitors include companies like 55ip, Quantfolio and AQUMON.
Company Details
AI-powered meeting assistant for wealth advisors. It provides sidekick for streamlined workflows and personalized client experiences. It acts as a meeting and follow-up assistant for wealth advisors. It eliminates compliance risks at the architectural level while keeping advisor workflows natural.
Key Metrics
Founded Year
2024
Location
Lewes, United States
Stage
Series A
Total Funding
$2M in 1 round
Latest Funding Round
Ranked
2nd among 79 active competitors
Employee Count
36 as on May 31, 2026
Legal entities associated with Mili
Mili is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
PLAINTIFF FUNDING GROUP, LTD. CIN: 3125966 , United States, Active | Nov 15, 2004 | - | - | - |
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Mili's funding and investors
Mili has raised a total funding of $2M over 1 round. Its latest funding round was a Series A round on Dec 17, 2024 for $*****. 6 investors participated in its latest round. Mili has 5 institutional investors and 1 angel investor.
Here is the list of recent funding rounds of Mili:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Dec 17, 2024 | 4817242 | Series A | 4921730 | 3236141 | 9499327 | 5145521 |
View details of Mili's funding rounds and investors
Mili's founders and board of directors
Founder? Claim ProfileThe founders of Mili are Siddharth Bulia, Chirag Gandhi and Vennela Miryala. Chirag Gandhi is the CEO of Mili.
Here are the details of Mili's key team members:
- Siddharth Bulia: Co-Founder & CTO of Mili. Contact Info: 1 email address
- Chirag Gandhi: Co-Founder & CEO of Mili. Contact Info: 1 email address
- Vennela Miryala: Co-Founder of Mili.
View details of Mili's Founder profiles and Board Members
Mili's employee count trend
Mili has 36 employees as of May 26. Here is Mili's employee count trend over the years:
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Mili's Competitors and alternates
Top competitors of Mili include 55ip, Quantfolio and AQUMON. Here is the list of Top 10 competitors of Mili, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | 55ip 2015, Boston (United States), Acquired | White-label robo advisors for advisors & wealth management | $17.5M | 62/100 | |
2nd | Mili 2024, Lewes (United States), Series A | AI-powered meeting assistant for wealth advisors | $2M | 53/100 | |
3rd | Quantfolio 2015, Bergen (Norway), Series A | Provider of platform for financial institutions to deliver client-facing digital advice | $1.64M | 50/100 | |
4th | White-label robo advisors | $30M | 49/100 | ||
5th | Fount 2015, Seoul (South Korea), Series C | App- based platform for robo advisory services | $49M | 48/100 | |
6th | Quantifeed 2013, Hong Kong (China), Series C | White-label robo advisory solutions for wealth management | $14.5M | 48/100 | |
7th | CacheTech 2023, Logan (United States), Unfunded | AI-enabled investment advisory software | - | - | 44/100 |
8th | API-based white-label solution for wealth advisors | $1.51M | 44/100 | ||
9th | Freedom Advisors 2007, San Rafael (United States), Unfunded | Platform providing solutions to financial institutions to aid in portfolio designing | - | - | 44/100 |
10th | Brookstone Capital Management 2006, Wheaton (United States), Acquired | Investment & risk management firm | - | - | 43/100 |
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Mili's Investments and acquisitions
Mili has made no investments or acquisitions yet.
Reports related to Mili
Here is the latest report on Mili's sector:
News related to Mili
Media has covered Mili for a total of 5 events in the last 1 year, 5 of them have been about company updates.
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Appleton Partners Selects Mili as its AI Platform for Advisor WorkflowsPR Newswire•May 04, 2026•Appleton Partners, Mili
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Goyel & Goyal acts on Mili.ai $2 Million Series A fundraiseBar & Bench•Jan 17, 2025•Mili, Chiratae Ventures, BoldCap, Sparrow Capital and 2 others
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Mili Raises $2M in Seed FundingFinSMEs•Jan 08, 2025•Mili, Chiratae Ventures, BoldCap, Sparrow Capital and 2 others
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Mili secures $2mn in seed funding led by Chiratae Ventures and BoldCapBusiness Line•Dec 17, 2024•Mili, Chiratae Ventures, BoldCap, Sparrow Capital and 4 others
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