Caddi vs. MiliMili's work ends with the meeting. Caddi runs everything after it.
The paperwork, account opening and CRM updates a meeting sets off run end to end, with nobody at the keyboard. AI handles only the steps that need judgment; the rest runs as code, the same way every time.
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
Jason AlafganiUpdated Oct 16, 2026
Built for RIAs from $1B to $600B.
At that size the same process runs across many teams, custodians and systems, and operations has to show what happened on every account. An assistant per advisor is not a firm-wide process.
Starts with the individual advisor, who can sign up free and use it in their own meetings.
Caddi's RIA customers manage from $1B to $600B in assets. Agents run with nobody at the keyboard, the same way every time, and Govern logs every step firm-wide.
The meeting is where the work starts.
Account paperwork, custodian forms, CRM updates and the billing run all land on the operations team after the advisor hangs up.
An AI assistant for the advisor, built around the client meeting: notes, follow-ups and meeting prep.
Runs the back office after the meeting: account opening, custodian paperwork, CRM upkeep and billing checks.
Ops can't wait in an IT queue.
The people who know the process are in operations, and every week it waits on someone else is another week of re-keying.
Agents organised around the advisor's day and the client meeting.
Your ops team describes the process in chat or on a screenshare. About 45 minutes on average to the first agent.
Frequently asked questions
Is Caddi an alternative to Mili?
For some of the same firms, but for different work. Mili is built for the advisor: it prepares for client meetings, takes notes without a bot joining the call, drafts follow-ups, syncs the CRM, and with Mili Office answers questions across the advisor's systems. Caddi is built for the operations team: Discover finds the repetitive back-office work across your systems, Automate turns each workflow into an automation the person who does it builds by showing it once, and Govern gives leadership one view of every run. Many firms will want both.
Does Caddi take meeting notes?
No. Caddi does not record or summarize client meetings. If your advisors want meeting prep, notes and follow-up emails, a meeting agent such as Mili is built for that. Caddi picks up the operational work that follows: the account opening, the custodian paperwork, the CRM and billing updates, the reconciliation.
What is the difference between Mili Office and Caddi?
Mili Office is an advisor's assistant: one conversation across the CRM, planning software, calendar and custodian, plus scheduled workflows like pre-meeting briefs and review outreach. Caddi runs the back-office processes themselves end to end, across 150+ tools, as automations that run the same way every time, with every run logged and reviewable.
Which is more reliable for high-volume operations work?
For work that has to come out the same every time, such as reconciliation, account opening or quarterly billing, Caddi runs the fixed steps as verified code and uses AI only for the judgment steps inside a run, each one scoped and logged. Mili describes its approach as AI that 'can actually think, adapt', which suits an advisor's open-ended questions. For a process you want done one way at volume, deterministic execution is the safer default.
Does Caddi help decide what to automate?
Yes. Discover connects read-only to the tools your team already uses, finds the work people keep repeating, and ranks it by estimated hours, so the first automation is chosen from evidence rather than guessed at.
What size of firm is each built for?
Mili starts with the individual advisor, who can sign up free and use it in their own meetings. Caddi's RIA customers manage from $1B to $600B in assets, where the same process runs across many teams, custodians and systems and operations needs one view of every automation and a record of every run.
Is Caddi only for wealth management?
No. Caddi automates RIA and wealth management operations, and runs the same platform for law firms, accounting firms, insurance, banks and private equity. Mili is built specifically for wealth advisors.
Can I try Caddi without a sales call?
Yes. The Individual plan is free and includes Discover and Automate. Govern, the firm-wide view, starts on the Team plan.