FOUNDER(S)
Amanda Fetter
Meli is an AI-enabled digital platform that helps estate planning professionals deliver more personalized and efficient services to their clients. Through a secure mobile app, clients can easily document their personal belongings, the stories and memories associated with them, and assign them to beneficiaries. That information is automatically shared with their advisor through a connected admin console, streamlining the estate planning process.
Designed to bridge the gap between legacy and logistics, Meli empowers professionals to deepen client relationships, stay connected across generations, and offer a more complete picture of a client’s legacy—both emotional and material.
Why Startup Team Mentoring? “We are seeking mentorship to guide Meli through its launch and GTM stage. Specifically, we need strategic advice on pitching to investors, building an appealing data room, and scaling operations efficiently. We’re eager to learn from a team of experienced professionals and entrepreneurs who have years of success behind them. We’re also extremely excited by the prospect of learning from other start-ups in the cohort, sharing resources/insights, and being able to support other local start-up entrepreneurs.”
Mentorship Team: Paul Daitz, Viq Shariff, Tad Bogdan, Maartje van Krieken, Dave White
