Marloo
AI assistant for financial advisers
About
Founded in 2024 by Hardy Michel, Shakeel Lala, and Ben Robertson, Marloo is a London-based startup that builds an AI operating system for financial advisers. Its platform automates administrative workloads in advisory firms, freeing advisers from paperwork to spend more time with clients. The company recently raised $10M in a seed round led by Blackbird Ventures, with participation from Icehouse Ventures, bringing total funding to $12.7M within its first year. Marloo's product focuses on replacing AI notetakers with a comprehensive AI system designed to streamline workflow and enhance adviser-client interactions.
Products
- AI operating system for financial advisers
Market research & competitive positioning
Source-backed TAM / SAM / SOM sizing, displacement analysis, and an interactive peer positioning map for Marloo — available to members.
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