Jump vs Mili (2026)
The decision between Jump and Mili turns on whether your firm wants a recording option and a broad platform, or no recording by default and named suppliers. Jump lets each firm set its capture mode, from no recording at all to full audio and video, and redacts nonpublic personal information from transcripts. Mili keeps audio capture off by default and builds notes from the live conversation. A firm can switch audio on and have it deleted as soon as it is transcribed. Both hold every note, task and CRM update for an adviser's approval, and Jump can also require a signed attestation for each output. Mili names every model and speech provider it uses and keeps client data in the AWS North Virginia region, while Jump names no model supplier but states zero retention and no training clauses with them. Jump publishes its prices, $100 per adviser a month for Meet, and Mili publishes none. Jump has by far the larger user base, 22.68 percent of advisory firms in the T3/Inside Information 2026 survey against 1.20 percent for Mili, while Mili drew the higher user rating, 8.69 against 8.55.
- Your compliance policy wants a recording of client meetings. Jump lets the firm set capture anywhere from no recording to full audio and video, so the same product fits firms that must keep audio and firms that must not.
- You want a review step you can enforce. Every Jump note, task and record update waits for adviser approval, administrators can require an attestation for each output, and Enterprise adds custom attestations and a compliance dashboard.
- You want the product most advisory firms already use. Jump had 22.68 percent share among notetakers in the T3/Inside Information 2026 survey, more than twice the next product, and names LPL Financial, Osaic and Cetera among its deployments.
- You want prices you can budget from today. Jump's Meet costs $100 per adviser a month, Onboard and Grow add $50 each, and annual billing saves up to 20 percent.
- You want no recording to exist by default. Mili builds notes from the live conversation without a bot in the call and keeps audio capture off unless the firm enables it, and enabled audio can be deleted as soon as it is transcribed.
- Your vendor review wants named suppliers. Mili's subprocessor page names OpenAI, Anthropic and Google for language models and AssemblyAI and Deepgram for speech, all under zero retention terms, and client data sits in the AWS North Virginia region.
- You want the agents to reach the custodian. Through TradePMR, Mili can open accounts and create trades from a meeting, alongside updates to Redtail, Wealthbox, Salesforce and eMoney, each held for adviser approval.
- Your security review asks for an ISO certificate as well as SOC 2. Mili holds ISO/IEC 27001:2022 for its platform and a SOC 2 Type II report shared under NDA, with annual penetration tests and audit logs kept for seven years.
This comparison is published by AI FinTech Index, an independent research platform that publishes independent ratings of AI vendors for financial services. Jump and Mili are each graded against the same capability taxonomy, from each vendor's own public materials and the regulatory record, under the AI FinTech Index verification standard. No vendor pays for placement, and no vendor has reviewed this page. How this evidence is graded
Plain facts
| Jump | Mili | |
|---|---|---|
| Primary category | Wealth & Advisory AI | Wealth & Advisory AI |
| Founded | Not published | Not published |
| Headquarters | Salt Lake City, Utah, United States | Sunnyvale, California, United States |
| Website | jump.ai | getmili.ai |
Side by Side
Select any grade to read the note behind it.
| Axis | J Jump |
M Mili |
|---|---|---|
| AI Centrality | ||
| Autonomy and Oversight Model | ||
| Model Risk Management and Transparency | ||
| Operational and Outcome Evidence | ||
| AI Safety and Data Stewardship | ||
| GLBA and Data Privacy Posture | ||
| Security Certifications and Trust Center | ||
| Regulatory Status and Licensure | ||
| AI Governance and Bias Disclosure | ||
| AI Liability and Recourse | ||
| Model Supply Chain Disclosure | ||
| Core Systems and Integration Depth | ||
| Deployment Model and Data Residency | ||
| Commercial Transparency | ||
| Institution and Segment Coverage |
The short version of each
Jump
Jump is an AI platform for financial advisers that covers the meeting cycle, client onboarding and practice growth. Meet prepares briefs and agendas, takes notes in virtual, in person and phone meetings, writes structured data back to the CRM and drafts follow ups, with every output held for adviser approval. According to the AI FinTech Index, Jump connects to more than 40 systems in both directions, including Schwab, Orion, eMoney and RightCapital, and maps outputs to custom fields and objects. Meet costs $100 per adviser a month, with Onboard and Grow at $50 each. Jump states SOC 2 Type II and zero retention terms with its model providers, which it does not name.
Source: AI FinTech Index, 2026
Mili
Mili sells AI agents to wealth advisers at RIAs and broker dealers in the United States. Its meeting agent captures Zoom, Teams, phone and in person conversations without a bot in the call, writes notes against the firm's templates and redacts sensitive details, with audio recording off by default. A wider agent suite updates CRMs, fills eMoney and onboarding forms, prepares ACAT transfer paperwork and can open accounts and create trades through TradePMR. Nothing syncs or sends until an authorized user approves it. Mili names OpenAI, Anthropic, Google, AssemblyAI and Deepgram as its model and speech providers and holds SOC 2 Type II and ISO/IEC 27001:2022. It publishes no price and offers a 14 day trial.
Source: AI FinTech Index, 2026
Common questions
Is Jump better than Mili?
It depends on your recording policy and how much of the stack you want named. Jump fits a firm that wants to choose whether to keep audio, wants published prices and is buying the most widely used notetaker among advisory firms. Mili fits a firm that wants no recording by default and a vendor that names every model and speech provider and the region where data sits. Both hold notes and CRM updates for adviser approval before they sync. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Does either keep a recording of the client meeting?
Jump can, if the firm chooses full audio and video, and it can also run with no recording at all. Mili does not by default. Recording is off and notes come from the live conversation, and a firm that enables audio capture can have the audio deleted as soon as it is transcribed. Without a recording, a disputed note has no audio to compare it with, which is the tradeoff of Mili's default. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
What do Jump and Mili cost?
Jump publishes its prices. Meet costs $100 per adviser a month, Onboard and Grow are $50 add ons each, annual billing saves up to 20 percent and Meet can be trialed free. Mili publishes no price. It offers a 14 day free trial, sets plans at sign up or in an order, and does not refund purchases. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Which models sit behind each?
Mili names them. OpenAI, Anthropic and Google supply its language models and AssemblyAI and Deepgram its speech to text, all under zero data retention terms, with Portkey as the model gateway. Jump names no model or speech provider, though it says its agreements with them carry zero retention and no training clauses and that its trust center lists current subprocessors. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Related comparisons
Other published head to head assessments involving these vendors or their closest peers. The full set for this category is on the Wealth & Advisory AI page.
Market share and rating figures come from the T3/Inside Information 2026 Software Survey, produced by Bob Veres and Joel Bruckenstein from 2,906 advisory firm responses, and Mili's rating rests on a much smaller user base than Jump's. Jump's capture modes, prices and review controls come from its pricing, security and compliance pages and its master services agreement. Mili's come from its terms, privacy policy and subprocessor page, updated 6 and 8 October 2026. Neither publishes an accuracy figure for its notes or how transcription performs across accents.