Meli brings clarity & ease to personal legacies.

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.

Technology first

Security by design

Data-driven decisions

emotional resonance

seamless integration

Client-centric focus

Streamline Estate Planning. DEEPEN CLIENT RELATIONSHIPS.

AI-enhanced tools & key features.

We use AI to streamline data collection and eliminate the tedious aspects of documenting personal property, allowing your clients to focus on the fun parts.

AI description generation

AI detects user-uploaded items & uses an image recognition model to generate a physical description of the object, simplifying the upload process for clients and collecting valuable information for you.

AI valuation estimate

Meli’s valuation module uses client input and visual data then scans the web for similar items across online marketplaces to suggest an estimated value. This tool is essential for whole estate valuation and insurance claims.

AI sentiment & emotional relevance tagging

Meli's AI analyzes the tone and content of user-submitted voice notes to identify emotional relevance and categorize items based on inferred significance. We give you this data so that you can connect with clients on a deeper level.

API integrations with leading estate software

Meli's API integrates easily with all the existing leading estate planning software and we are adding more every day. Contact us to see if yours is on our list—if it's not, let's work together to integrate it.

Streamlined collaboration

Meli's admin portal, allows you to track your client's updates in real time, easily export their data (PDF, CSV, TXT), and access a list of all named beneficiaries.

Encrypted & Compliant

Meli is built to meet SOC2 and ISO 27001 standards, ensuring that your firm is offering estate planning tools with enterprise-level security.

Our team is our superpower.

Artemis Antippas

Founder

Artemis has built several successful and innovative businesses in the CPG and Fine Art industries. As Founder/CEO of Greek Girls Rice Pudding, she accumulated over 10 years of experience with business strategy and sales.

Amanda Fetter

Co-Founder

With extensive experience working in lead marketing and partnerships roles at Web3 tech startups, Amanda has a knack for developing thought leadership, brand strategy, and forging meaningful business partnerships.

FAQs

What does Meli do?

For estate planning professionals, Meli is a web-based software that allows access a database of their client's Meli profiles. For their clients, Meli is an app that enables them to create itemized personal property by uploading photos of sentimental items (we call them "Pearls"), attaching personal notes/voice messages, and assigning them to loved ones.

Who is Meli for?

Meli is ideal for financial advisors, wealth management firms, law firms, and insurance professionals who want to provide their clients with a more comprehensive and emotionally resonant estate planning experience. It's built for professionals looking to improve their client retention, build generational relationships, streamline data collection, and set themselves apart from competitors.

How secure is my client's data on Meli?

Security is our top priority. Meli uses end-to-end encryption, secure data centers, and regular security audits to ensure your data and your client's data is protected at all times. We are SOC2 and ISO 27001 compliant, ensuring that your clients are protected by enterprise-level security standards.

How does Meli connect me with my clients?

Meli uses a unique access link to connect you with your clients. When a client signs up using the link you provide, their account is automatically linked to yours. As they upload personal items and notes, you can securely view and manage their entries through your professional dashboard.

How does Meli benefit my practice or firm?

Meli helps you provide a higher-touch service, streamline client intake, and reduce ambiguity around personal bequests. It also opens new revenue opportunities and builds deeper trust with clients by bringing humanity into estate planning. By embedding your client's beneficiaries into the estate workflow early, Meli gives you the opportunity to build generational relationships and transform recipients—family members, friends, and trusted individuals—into future clients.

How does Meli support clients with limited digital skills?

Meli is designed to be simple and intuitive. Most clients can upload items, record messages, and make updates with minimal support—we offer help guides and onboarding materials as needed (but it's usually not needed). Additionally, Meli utilizes AI to simplify the documentation process and remove the workload from clients.