ZeplynIn the news
AI meeting notes and agent workflows for wealth management firms
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
AI toolsCustom quote
Alternatives to Mili
Mili makes AI software for wealth advisors at registered investment advisers and broker-dealers. It started with a meeting note-taker and now sells a set of task-specific agents, packaged as Mili Office. Read the Mili profile.
ZocksIn the news
AI meeting assistant and notetaker for financial advisors
- RIAs
- Broker-dealers
AI toolsPer seat
Arta Finance
AI platform and wealth infrastructure for private banks and wealth managers
- Banks and trust companies
Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI toolsCustom quote
JumpIn the news
AI meeting assistant and onboarding software for financial advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
AI toolsPer seat
SaturnIn the news
AI meeting notes, paperwork and compliance checks for UK advice firms
- RIAs
AI toolsCustom quote
