Appleton Partners Selects Mili as its AI Platform for Advisor Workflows

The $12.5 billion Boston-based RIA deploys Mili across its wealth management team after evaluating multiple AI solutions. SUNNYVALE, Calif., May 4, 2026 /PRNewswire/ -- Appleton Partners, Inc., a 100% employee-owned investment advisory firm managing $12.5 billion in client assets from its...