Mili and Egnyte Forge Partnership to Enhance Financial Advice Delivery

Mili and Egnyte Collaborate to Transform Financial Advisory Services

In a strategic partnership unveiled on October 21, 2026, Mili, an AI-driven platform dedicated to wealth management, has joined forces with Egnyte, a leader in secure content collaboration and management. This collaboration aims to empower financial advisory firms by utilizing Mili’s AI technology in conjunction with Egnyte's robust data management system. This merger of technology promises to streamline workflows and enhance the quality of client services in the wealth management sector.

The primary goal of this partnership is to enable financial advisors to provide more comprehensive and personalized advice while simultaneously improving the efficiency of their operations. Mili's AI agents now have the capability to access and analyze client documents stored securely within Egnyte, allowing advisors to work with detailed client information and existing data from key organizational systems such as Customer Relationship Management (CRM) platforms, portfolio management, and financial planning tools.

Kyle Blair, Director of Global Financial Services at Egnyte, emphasized the transformative nature of their collaboration, stating that Egnyte is poised to help financial services firms accelerate their operations by turning traditionally document-heavy tasks into efficient workflows. “Our partnership allows Mili’s AI agents to interact securely with customer data in Egnyte, leading to improved business outcomes,” he said.

The integration has already been put into practice for mutual customers. Research from Kitces indicates that reviewing client documents is the most common use-case for AI among financial advisors. By leveraging Mili's AI capabilities, advisors can perform complex tasks such as modeling potential tax implications for client account transitions, evaluating rebalancing strategies against unrealized capital gains, or summarizing bonus agreements. Mili’s agents are also designed to provide financial snapshots by compiling information from statements, thus offering advisors a comprehensive view of their client's financial status.

David Ringler, Managing Director at Onyx Bridge Wealth Group, which manages over $1.6 billion in assets under management (AUM), highlighted the significance of this merger. He stated, “Both Egnyte and Mili are invaluable assets in our tech stack. The integration has dramatically enhanced our operational efficiency through improved meeting preparation and planning processes.”

Chirag Gandhi, Co-Founder and CEO of Mili, remarked on the impact of agentic AI in the financial advisory landscape. He noted that the traditional limits imposed by advisors on the number of clients they can effectively serve have been dramatically altered. This innovative technology allows firms to better understand their clients' financial situations, ultimately enabling them to expand their client base without compromising service quality.

The takeaway from this development is clear: as financial advisory firms seek to adapt to a rapidly evolving industry, the use of AI and secure data management tools are becoming essentials. Mili's integration of AI within Egnyte's platform not only boosts advisor productivity but also helps ensure that firms can provide informed, timely, and tailored advice to their clients.

With an ever-increasing demand for effective wealth management solutions, this partnership between Mili and Egnyte stands as a valuable example of how technology can reshape financial advising. By merging their strengths, these companies are set to enhance client engagement, streamline processes, and drive substantial growth in the financial advisory sector.

About Egnyte

Founded to facilitate secure content collaboration, Egnyte serves over 23,000 customers globally, ensuring operational efficiency and productivity while safeguarding critical content. Their AI-powered platform specializes in addressing the unique needs of various industries including financial services, engineering, and life sciences. For more information, visit www.egnyte.com.

About Mili

Mili is a cutting-edge AI platform focused on wealth management, automating a wide range of advisory workflows from meetings to compliance. The platform is certified for security standards including SOC 2 and ISO 27001, working with Registered Investment Advisors (RIAs) and broker-dealers controlling over $250 billion in assets. Learn more at getmili.ai.