Marloo

Marloo makes AI software for financial advisers. Its product records and summarises client meetings, drafts advice documents, fills PDF forms, creates tasks from meeting actions, and keeps a timeline of each client's meetings, emails, documents and notes. An "Ask Marloo" feature answers questions about client data.

The product is sold as a per-user monthly subscription to licensed advisers, with support staff able to use it at no extra cost. The website lists a free tier, a Plus plan at £99 and a Pro plan at £349 per user per month, plus VAT, and an Enterprise plan with custom pricing. Its stated customers are mortgage advisers, insurance advisers and wealth managers, and its UK pages reference a UK market.

The company's careers page says it was founded by people who previously helped scale retail investing platforms Sharesies and Lightyear, and that it is backed by Blackbird Ventures. It states that it works with over 1,000 firms across eight countries and has offices or team locations in London, Sydney and Wellington. At the time of the crawl it had ten open roles, mostly in go-to-market, customer experience and engineering.

Product: AI software for financial advisers covering meeting notes, advice document drafting, form filling, tasks, client timelines and an Ask Marloo assistant.