Salentica CRMs put an incredible array of features right at your fingertips, with the ability to configure countless more. From automating efficiency tracking to suggesting proactive client outreach. Our CRMs are purpose-built for Financial Service firms.
Employees: 11-50
Founded date: 1997
Mentions in press and media 4
| Date | Title | Description |
| 10.01.2025 | Mili: The AI Revolution in Wealth Management Documentation | In the bustling world of wealth management, time is money. Advisors often find themselves drowning in paperwork, spending up to 60% of their time on administrative tasks. Enter Mili, a game-changer in the industry. This Plano, Texas-based s... |
| 08.01.2025 | Mili Raises $2M in Seed Funding | From left to right: Chirag Gandhi (CEO), Siddharth Bulia (CTO), and Vennela Miryala (CPO), Co-Founders of Mili. Mili, a Plano, TX-based provider of an AI meeting documentation platform for wealth management firms, raised $2M in Seed funding... |
| 07.01.2025 | Mili: AI-Based Wealth Management Meeting Platform Company Raises $2 Million (Seed) | Mili, an AI-based meeting documentation platform for wealth management firms, announced it raised $2 million in seed funding led by Chiratae and BoldCap, with participation from Sparrow Capital, SFMG Wealth Advisors, Gregg Fisher (Quent Cap... |
| 29.10.2016 | M&A roundup - week ending 10/29/16 | AT&T bought Time Warner; Groupon acquired LivingSocial; Google purchased Eyefluence The New York Times Company acquired product recommendation site The Wirecutter and its sibling, The Sweethome. No financial terms of the deal were discl... |