Careers at Marloo

To free advisers to spend their day with people, not pixels. We're building the AI assistant that handles the paperwork burying advisers. Marloo transforms client conversations into crisp, compliant documentation, eliminating the tedious tasks that stand in the way of great work. When admin vanishes, advisers can focus on what matters most: building deep client relationships and delivering exceptional financial guidance.

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Our approach

We're going far beyond an AI scribe. We started with meeting notes and are sprinting toward advice-specific workflows: auto-generating advice documents, drafting client emails, and becoming an AI-native system of record. We're shifting advisers from "doer" to "reviewer" by being hyper-specialised for financial advice. General AI tools don't understand regulations, client contexts, or advice workflows. Marloo does.

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Our traction

We launched in May 2025. Now we have paying customers in the United Kingdom, South Africa, Australia, and New Zealand, with 50% month on month growth.

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Why we're winning

We’re obsessed with our power users. They're our north star, and their feedback guides every product decision. This focus is our moat. We build products that solve core problems so effectively, users pull them into their daily workflows.

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Our customers

We serve financial advice firms from individuals to boutique practices to enterprise firms (50+ advisers). We get daily feedback like:

Advisers love Marloo

Marloo has completely transformed how I work. It feels like having an extra team member who takes notes, summarises meetings, drafts emails, and captures action items while I stay focused on my clients. I’m saving at least two hours every day, and my notes are clearer and more accurate than ever. It is so easy to use, I recommend it to anyone who wants to streamline their workflow, not just financial advisors.

Paul Fuller

Director

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Mortgage Room

Marloo is already saving me serious time—and that’ll only grow. It’s the first AI notetaker that truly fits how my business works. You can customise what it captures and how it summarises. Other tools treat a chat about the weather the same as risk profiling—Marloo doesn’t. The team is constantly improving the product based on real feedback.

Terry Vogiatzis

Director

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Omura Weath Advisers

Marloo has really transformed the way we do things and made note taking and record keeping a breeze. It has probably freed up somewhere between 5-10 hours in our business each week so we can spend more time with clients and growing our business.

Kevin Smee

Director

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Solutions Financial

We brought in Marloo to streamline admin across 550+ meetings a month and improve the client experience. Their tool is focused, adaptable, and genuinely built to boost productivity. But it’s done more than save time—it’s sparked curiosity, energised our team, and deepened client relationships. It’s transformed how we work.

Georgie Miles

COO

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Advicefirst

Our investors

We've raised funding from Blackbird VC (one of the worlds leading VC funds) and early employees/founders from OpenAI, Xero, Revolut, Adyen, Wise, Halter, Sharesies and more!

Our founders

Marloo was founded by Shakeel Lala and Hardy Michel:

Shak spearheaded Company Partnerships at Sharesies, launching multi-million-dollar solutions for some of New Zealand and Australia's largest enterprises, including Fonterra, Air New Zealand, and Spark. He has a background in strategy consulting (Strategy&, Orica) and holds a degree in Mathematics and Engineering.
Hardy was the second employee at Sharesies, where he led operations, scaling the company to serve over 600,000 investors and manage assets exceeding $2.5 billion. He was later recruited to build the future of European investing at Lightyear. As Head of Brokerage, he oversaw product development and drove banking and investment expansions across 22 European countries.

We're growing fast, with early signs of product-market fit, pursuing disruption of one of the largest professional services markets in the world. If you want ownership and responsibility in your work and an opportunity to steer your own career path, we'd love to meet you. We're happy to share more about where we're at as a business, where we're going, and how you could fit in.

Working at Marloo

We're early. You'll have an opportunity to shape not just our product, but the company itself: who we work with and how we work together.

We ship high-quality work, move fast, and obsess over our customers. We're product-led, executing a vision to become an AI-native advice operating system.

We're building in-person hubs in Wellington, Sydney, and London, but we're open to exceptional talent anywhere. Travel is part of the role. We're expanding across Australia, the UK, and beyond, with regular customer visits and team collaboration.

Here are some of the values we embody as a team.

Our values

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High agency

We are a team of empowered doers. We operate with high agency and autonomy, trusting our team to take ownership and execute with velocity. We eliminate bureaucracy and unnecessary meetings, creating a low-overhead environment where you can take initiative and run with your ideas.

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Ambiguity is our opportunity

We are charting a new course in a complex industry, so we embrace ambiguity. We see it not as an obstacle, but as an opportunity to learn, innovate, and lead. We thrive on figuring things out and moving forward with conviction, even when the path isn't perfectly clear.

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Play to win

We are fuelled by an unapologetic desire to win. It's the internal tone of our culture, and we take immense satisfaction in achieving our goals together.

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Love our customers

We build with financial advisers at the centre of everything we do. Everyone on the team talks to customers. We invest the time to deeply understand their problems, goals, and fears so we can design solutions that truly transform their workflow and client experience.

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Talent dense

We seek individuals with a 'spike' - a deep, almost obsessive mastery of their field. You don't have to be the best at everything, but you are world-class at something. In this environment, you'll be consistently challenged and inspired, and in turn, elevate everyone around you.

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Speed, energy and excitement

We approach our work with energy and a focus on shipping high-quality work, fast. This sense of pace is infectious and drives us forward. We test our hunches, learn from the results, and grow momentum.

Comp, benefits, perks, etc

Our compensation and benefits are evolving quickly. As we become successful, we’ll add more perks and benefits. You’ll have a lot of input into this.

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Comp

Competitive salary + equity package. Think of this as a sliding scale where you can optimise for equity or cash and vice versa.

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Tools

ChatGPT, Gemini, Cursor, you name it. Whatever is needed to ship excellent work and give you leverage.

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Flexible work

We prioritise time in-person but create room for flexibility to account for travel, deep work, family or other situations as needed.

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Offsites

Company-covered offsites for our entire team to build relationships and work together IRL.

Interested?

Just send an email with your LinkedIn and why you’re interested in working here. Doesn’t need to be formal.

careers@gomarloo.com