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RIA Edge Los Angeles
October 28-30, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA

Mili

Profile

Mili is a house of AI agents for advice firms. Our specialized agents handle tasks that advisors' time - from meeting notes to client onboarding. The Meeting Agent captures conversations without recordings, updates CRMs instantly, and sends follow-ups in minutes. Other agents handle scheduling, data management, prospect research, and compliance. Works with your tech stack. SOC 2 certified. Save 30+ hours monthly. Winner: WealthManagement EDGE 2025.

Find us at the event

  • Stand number
  • 10