Mili vs Vega Minds (2026)
The decision between Mili and Vega turns on whether your firm wants the AI to reach the custodian and name its suppliers, or to handle client email and compliance review. Both capture meetings without a visible bot, both hold CRM updates for approval, and both serve RIAs. Vega drafts a reply to every client email inside Outlook or Gmail, and its Pro plan reviews meeting transcripts and every outbound email against SEC rules, alerting the compliance admin on high risk items. Mili carries meeting output further into systems, filling eMoney and onboarding forms and opening accounts and creating trades through TradePMR. Vega publishes its prices, $50 a month for Core and $100 for Pro, and Mili publishes none. Mili names its model providers and data region, while Vega describes its models only as enterprise LLMs from leading cloud providers. Vega's Pro plan can also save clear profile facts to the CRM without review, a setting the firm controls.
- 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.
- 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 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.
- You want client email handled too. Vega drafts a reply to every client email in the adviser's voice inside Outlook or Gmail, with recent meetings, open tasks and household details beside each message.
- Your compliance team wants every outbound email reviewed. Vega Pro reviews meeting transcripts and outbound email against SEC communication rules, ranks each item from none to critical and emails the compliance admin about high risk items.
- You want planning deliverables built from client documents. Vega reads 1040s, W-2s and K-1s, runs tax figures through purpose built calculations against IRS figures, and writes branded summaries clients can follow.
- You want published prices. Core costs $50 a month and Pro $100, with two months free on annual billing and a 14 day trial.
This comparison is published by AI FinTech Index, an independent research platform that publishes independent ratings of AI vendors for financial services. Mili and Vega Minds 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 | Vega Minds | |
|---|---|---|
| Primary category | Wealth & Advisory AI | Wealth & Advisory AI |
| Founded | Not published | 2022 |
| Headquarters | Sunnyvale, California, United States | Newport Beach, California, United States |
| Website | getmili.ai | vegaminds.com |
Side by Side
Select any grade to read the note behind it.
| Axis | M Mili |
V Vega Minds |
|---|---|---|
| AI Centrality | ||
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| Model Risk Management and Transparency | ||
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| Security Certifications and Trust Center | ||
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| 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
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
Vega Minds
Vega, from Vega Minds, is an AI associate for advisers at RIAs in the United States and Canada. It drafts a reply to every client email inside Outlook or Gmail, briefs advisers before meetings, takes notes through the meeting platforms' own recordings rather than a visible bot, and proposes CRM updates for one click approval. Core costs $50 a month and Pro $100, with Pro adding branded planning documents, meeting analytics and review of meeting transcripts and every outbound email against SEC rules. Vega Minds says more than 600 RIA firms use it and states SOC 2 Type II, while describing its models only as enterprise LLMs from leading cloud providers.
Source: AI FinTech Index, 2026
Common questions
Is Mili better than Vega?
It depends on where the work sits. Mili fits a firm that wants meeting output carried into forms and the custodian, with every supplier named. Vega fits a firm that wants client email drafted, outbound email and meetings reviewed against SEC rules, and published prices. Both hold CRM writes for approval. 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.
How does each capture a meeting?
Mili captures Zoom, Teams, phone and in person conversations without a bot in the call, with audio recording off by default. Vega takes notes from Zoom, Teams, Google Meet and phone calls through the platforms' own recordings rather than a visible bot, and reads the full transcript for its compliance review. 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 Vega cost?
Vega Core costs $50 a month or $500 a year, Pro $100 a month or $1,000 a year, and the Premium partnership starts at $4,000 a month. 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.
Does either write to the CRM without review?
Mili does not. Its terms hold every sync and send until an authorized user acts. Vega holds notes, tasks and field updates for one click approval, but its Pro profile enrichment saves facts directly when what a client said is direct and specific, sending only ambiguous or conflicting items back for review. The firm sets how much needs review. 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.
Vega's features and prices come from its product and pricing pages, its privacy policy, effective 3 June 2026, and its terms of service, effective 12 February 2024. Mili's come from its terms, privacy policy and subprocessor page, updated 6 and 8 October 2026. The Kitces Report 2025 named Vega a provider to watch among agentic AI assistants, and the T3/Inside Information 2026 Software Survey gave Mili a 1.20 percent share and an 8.69 rating. Neither publishes an accuracy figure for its notes or reviews.