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Marloo
Marloo is a London and Auckland-based AI platform designed to serve as the core operating system for financial advisers. The platform automates high-friction administrative tasks including meeting note-taking, compliance documentation, suitability report generation, and personalised client communications, all tailored to each adviser's voice and regulatory requirements. Built with SOC 2 Type 2 and GDPR compliance, and featuring tools such as AI-driven meeting templates and a searchable knowledge base called Ask Marloo, the company is targeting expansion into the US market following strong adoption across the UK, Australia, and New Zealand.
Company Founded in 2024
Fintech