Marloo – Next-gen wealthtech platform
Advisers deserve better tools.
Marloo builds an AI‑first assistant that automates meeting notes, document creation, and client communications for financial advisers.
It was founded by Hardy Michel, Ben Robertson, and Shakeel Lala, who closed a $2.7M pre‑seed led by Blackbird Ventures. Investors include Revolut’s Chief Legal Officer, Tom Hambrett, and ex‑Adyen COO Sam Halse.
Marloo reports 45 % month‑on‑month adoption as advisers in the UK, Australia, and New Zealand replace 1990s‑era software with AI meeting templates and an “Ask Marloo” knowledge base. SOC 2 and GDPR compliance are baked in from day one. Marloo monetizes via subscription.
Will AI finally free advisers from their paperwork?
Don’t miss the next one.
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