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Marloo
AI platform automating adviser notes, advice documents and compliance
Marloo automates note-taking, advice documentation and compliance workflows for financial advisers, aiming to become the operating system for advisory firms. Originating in Australia, it has adoption in the UK and Australia and plans US entry.
GAII take
Advice-document generation for regulated UK/AU advice regimes is a more defensible wedge than generic notetaking.
Advice-document generation for regulated UK/AU advice regimes is a more defensible wedge than generic notetaking.
- Headquarters
- London, UK
- Company type
- Startup
- Funding
- $13M · Pre-seed / Seed
- Latest round
- Seed · $10M · Apr 2026
- Status
- Active
- Founders
- Hardy Michel, Shakeel Lala
- Investors
- Blackbird Ventures
- Also in
- Risk, Compliance & Operations
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Reporting & IRCompliance
- Ai capability
- Voice & transcriptionGenerative contentAgents & automation
- Delivery
- SaaS application
GAII ID GAII-T0275 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.