To free advisers to spend their day with people, not pixels. We are building the AI assistant that handles paperwork that is burying advisers. Marloo transforms client conversations into crisp, compliant documentation, streamlining the tedious tasks that stand in the way of great work. By making admin vanish, we empower advisers to focus on what matters most: building deep client relationships and delivering exceptional financial guidance.
We're going far beyond being an AI scribe. We started with meeting notes and we're sprinting toward advice-specific workflows: auto-generating advice documents, drafting client emails, building new features to become an AI native system of record. We're moving advisers from "doer" to "reviewer” by being hyper-specialised for financial advice. General AI tools don't understand regulations and compliance, client contexts, or advice workflows. Marloo does.
We started building the product in February, launched in April, and now have paying customers in AU, UK and NZ, with 50% week-on-week growth.
We’re obsessed with our power users. They are our north star, and their feedback guides every product decision. This focus is our moat. It ensures we build a product that solves a core problem so effectively that users genuinely pull it into their daily workflows.
We serve financial advice firms across NZ, AU, UK from boutique practices to enterprise firms like Pie Funds and AdviceFirst (50+ advisers). We get daily feedback like:
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!
Marloo was founded by Shakeel Lala and Hardy Michel:
We're growing fast, have early signs of product-market fit, and are 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. Happy to share more about where we’re at as a business, where we’re going, and how you could fit in.
We're early, so 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 strive to ship high-quality work, move with speed, and obsess over our customers. We are product-led and we're executing a vision to become an AI-native advice operating system.
We're building in-person hubs in New Zealand (Wellington), Australia (Sydney) and the United Kingdom (London) but open to exceptional talent anywhere. Travel is part of the role, as we're expanding across Australia, UK, and beyond, with regular customer visits and team collaboration.
Below are some of the values we do our best to embody as a team.
