Mili vs Munin AI (2026)
The decision between Mili and Munin turns on whether your firm needs its meeting notes to reach other systems. Mili writes notes, tasks and client data back to Redtail, Wealthbox, Salesforce and other CRMs, fills eMoney and onboarding forms and can act through TradePMR, each held for approval. Munin lists no CRM, planning or archiving connection, so its notes, action items and follow up drafts stay inside Munin unless an adviser copies them out. Munin is built around templates. Advisers define what each meeting should capture, Professional fills the template live during the call with a checklist of what has been covered, and each client profile answers quick questions. Munin publishes its prices, from $29 a month billed annually, and Mili publishes none. Mili holds SOC 2 Type II and ISO/IEC 27001:2022, while Munin runs on hosting it describes as SOC 2 certified and gives its own certifications as 2026 and 2027 goals. Both name their providers, OpenAI and Deepgram in Munin's case.
- Your systems are Redtail, Wealthbox, eMoney and a custodian. Mili writes notes and tasks to advice firm CRMs, fills any eMoney form from a meeting, and can open accounts and create trades through TradePMR.
- 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.
- Your supervision runs through Global Relay. Mili archives notes there with configurable retention, audible and on screen consent notices and contact level consent history, and logs access and configuration changes for seven years.
- You run a large RIA. The T3/Inside Information 2026 survey found Mili's use at firms managing more than $1 billion running at more than twice the notetaker average.
- You want a low published price. Munin Essentials costs $29 a month billed annually, or $39 monthly, and Professional with live transcription costs $59 or $79.
- You want every meeting captured to the same structure. Templates define what to capture, and Professional fills them live with a dynamic checklist that tracks which items have been answered.
- You want quick recall of client details. Each client profile keeps past meetings, uploads and key details, with a chat for questions such as the names of a client's children.
- You want calendar access kept read only. Munin requests only read scopes from Google and Microsoft calendars and never creates, edits or deletes events.
This comparison is published by AI FinTech Index, an independent research platform that publishes independent ratings of AI vendors for financial services. Mili and Munin AI 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
| Mili | Munin AI | |
|---|---|---|
| Primary category | Wealth & Advisory AI | Wealth & Advisory AI |
| Founded | Not published | Not published |
| Headquarters | Sunnyvale, California, United States | Austin, Texas, United States |
| Website | getmili.ai | www.muninai.com |
Side by Side
Select any grade to read the note behind it.
| Axis | M Mili |
M Munin AI |
|---|---|---|
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| Model Supply Chain Disclosure | ||
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| Deployment Model and Data Residency | ||
| Commercial Transparency | ||
| Institution and Segment Coverage |
The short version of each
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. According to the AI FinTech Index, 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
Munin AI
Munin AI is a meeting assistant for financial advisers that turns each client meeting into structured notes, action items, a summary and a follow up email draft. Advisers build templates for what each meeting should capture, Munin fills them from the conversation, and each client profile keeps past meetings and uploads with a chat for quick questions. Essentials costs $29 a month billed annually and Professional, with live transcription and live template filling, $59. Munin names OpenAI and Deepgram as its providers, lists no CRM integration, and gives its own SOC 2 Type II and ISO 27001 certifications as 2026 and 2027 goals.
Source: AI FinTech Index, 2026
Common questions
Is Mili better than Munin?
For a firm that needs notes in its CRM, forms and archive, Mili does more, since Munin lists no such connections. Munin fits an adviser who wants structured templates, live template filling and a low published price, and is content to keep notes inside Munin. 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 write to the CRM?
Mili does, once an authorized user approves each sync, across Redtail, Wealthbox, Salesforce, Practifi, Advyzon and other CRMs. Munin lists no CRM connection. Notes and drafts stay in Munin, and data and outputs can be exported when a customer leaves. 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 Mili and Munin cost?
Munin Essentials costs $39 a month, or $29 billed annually, and Professional $79, or $59 annually, with Enterprise quoted. Mili publishes no price and offers a 14 day free trial. 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 security credentials does each hold?
Mili has a SOC 2 Type II report, shared under NDA, and ISO/IEC 27001:2022 certification for its platform. Munin runs on hosting it describes as SOC 2 certified and lists its own SOC 2 Type II certification as a 2026 goal and ISO 27001 as a 2027 goal. Encryption, row level security and audit trails are in place now. 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.
Munin's features, prices and roadmap come from its website, privacy policy and terms, and Mili's from its terms, privacy policy and subprocessor page, updated 6 and 8 October 2026. In the T3/Inside Information 2026 Software Survey, Munin had a 0.10 percent share with a 6.33 rating from a very small user base, and Mili 1.20 percent with an 8.69 rating. Munin names no customer. Neither publishes an accuracy figure for its notes.