How we got here

Everyone's got a story, here's ours.

It's been
quite the trek


Once upon a

To tell our story, let’s go back to the end of another story. Don’t worry, we’ll be quick.

All of us on the Melo board used to run our own businesses, so we know exactly what you’re going through. We’ve launched ventures, exited them, and experienced every challenge in between.

Then, one day, we all agreed: “It’s time for something different.” And that’s how Melo was born – with a mission to help financial planners and company owners build better businesses and live better lives. See, we told you it would be quick!

Team members

The star of the Melo show

Lighthouse, with blue blob behind

Working with us

Choose Melo as your trusted partner, and let’s conquer the financial planning world together.

Let's make magic
Yellow Flower


Together, we’ll deliver better hires and lock in talent. We get the job done right.

Pink Blob


Turn change into growth, unlock opportunities and power business impact.

Blue Blob


Leverage our experience for the perfect landing – for you, your clients, and your team.

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We're your

Say 'elo

We’ve got our thinking caps on and we’re ready to mingle.

    How can we help?