The Meldus difference
The AI opportunity for wealth advisory firms is huge. But most can't see the breadth of available options, let alone choose and implement the right ones. Industry subject matter expertise one thing; SaaS-grade, AI-first engineering is another.
I've spent my career delivering to the toughest stakeholders — building for advisers, building for investors, and building to scale. That's why Meldus exists: to be an expert pair of hands in an era of AI, marrying industry depth with technical strength. Our role is to help ambitious firms thrive without getting locked in or left behind.
We combine award-winning wealthtech vision with hands-on expertise — strategy you can implement, and tech you can trust.
Services
Three ways to engage Meldus — from prototyping to governance.
AI & automation
Compliant, responsible AI — with startup speed.
In wealth management, AI and automation can't just be clever — they have to be safe, compliant, and future-proof. At the same time, firms need to move fast and prototype ideas without blowing the budget. Meldus helps you strike that balance and avoid the proprietary lock-ins that have plagued the industry for years.
- Rapid AI prototyping, safely
- Automation that meets compliance standards
- Open, scalable approaches (no lock-in)
Fractional CTO & tech leadership
Top-tier expertise, sized for your firm.
Too many advisory firms lack access to genuine tech leadership — the kind that blends international wealthtech experience with the architecture discipline of VC-backed startups. With Meldus fractional leadership, a little goes a long way. You get founder-level judgment and best-practice architecture, without the full-time cost.
- Team formation & leadership
- Platform and vendor evaluations
- Delivery governance
Governance, reviews & enterprise guidance
Independent oversight with an AI edge.
Large institutions need more than ideas — they need assurance. Meldus provides independent governance and reviews for technology initiatives, ensuring projects are aligned, compliant, and ready to scale. With a deep AI overlay, we help boards and leadership teams set direction, control risks, and steer ambitious programs safely.
- “What's possible” briefings for executives
- Independent governance & initiative reviews
- AI-focused controls for new projects
By the numbers
Glenn's impact across wealth management in Australia/NZ and North America
Trusted over the long term
Building lasting relationships through candid advice, consistent delivery and genuine partnership
Kelly Hinton
Head of Risk & Compliance
"I had the privilege of working with Glenn and his team on a major compliance project. We really couldn't have achieved what we did in such a short space of time had it not have been for Glenn.
His project management skills and expertise in financial services was fantastic. Glenn was able to challenge us and our thinking where needed, whilst pulling together some great work within very short time frames.
Glenn was always smiling, very pleasant to deal with, highly accessible and was able to work well within our team to ensure the end objective was achieved in the most professional manner possible.
I would welcome the opportunity to work with Glenn again in the future."
David Haintz AM
Merchant Australia - Partner
"I've known Glenn for over 15 years and he's the rare mix of sharp entrepreneur, SaaS and AI expert, and genuinely good company. Smart, knowledgeable, and full of energy, Glenn brings a candid, passionate, and pragmatic approach that makes him both highly effective and super enjoyable to work with."
Neil Macdonald
CEO, The Advisers Association
"Glenn is a business focussed IT specialist, with excellent questioning and listening skills to really understand the client's needs. His strong interest and extensive experience in cloud computing delivers innovative and easy to use solutions for both the organization and their customers."
David Nelson
Head of Software Procurement
"As an investor, director and executive in a high-growth company I have greatly valued Glenn's contribution as a leader in and partner to our IT function.
He provides technology advice and execution that is expert, innovative and above all outcome-focused ... and in language that a business user can understand. His impact in helping conceive, articulate and establish the long-term IT direction for our business cannot be underestimated.
I would heartily endorse Glenn as an excellent choice for any company owner or manager seeking a switched-on consultant, adviser or partner. As an added bonus he is also a thoroughly good bloke!"
Michael Foulds
Director
"Glenn and his team worked with us to move our business on to Salesforce, customised to our needs. Glenn is extremely knowledgeable about all things Salesforce, with strong IT development discipline (including — thank goodness — an object modeling approach to development) and a very pragmatic approach.
And as an added bonus: beneath the serious professional demeanour lies a dry and somewhat wicked sense of humour."
Dina Evans
Co-founder, Filenote AI
"Working with Glenn has been an absolute pleasure. He brings a wealth of experience in fintech and has a unique ability to translate that knowledge into thoughtful, strategic advice.
As a startup, we sought Glenn's guidance on our direction, and his input was both highly targeted and impactful. His advice played a significant role in shaping our early success and growth. I would not hesitate to recommend Glenn — he would be a tremendous asset to any team or project."
Justin Shagam
Data, Apps & AI Specialist
"I've engaged Glenn to assist us in a number of different areas related to Salesforce, including solution governance, architectural options formulation, and market capability review.
One of the first things that struck me about Glenn, was an extremely rare combination of subject matter expertise, quality deliverables, collaborative style, and pragmatism.
These traits make Glenn easy to work with, and a true strategic partner."
In the media
Highlights from awards and interviews
