What Marloo does

Marloo is a vertical AI SaaS platform built for financial advisers that automates the administrative and compliance work surrounding client meetings. The product captures and transcribes meetings across Microsoft Teams, Zoom, Google Meet, Webex, and phone calls; auto-generates meeting notes and extracts tasks linked back to each client and conversation moment; auto-fills PDF, DOCX, and image forms; and drafts advice documents including Statements of Advice, Investment Policy Statements, fact-finds, needs analyses, and file notes in the adviser's own voice and templates. A natural-language assistant ("Ask Marloo") performs RAG-style retrieval over a unified per-client record spanning meetings, transcripts, notes, uploaded documents, emails, and tasks. The platform serves three primary verticals — wealth managers/financial planners, mortgage brokers, and insurance advisers — and ships with a "Marloo Teams" tier that adds firm-wide permissions, billing, template management, and full-coverage compliance oversight for multi-advisor practices.

The technology stack is an application layer on top of third-party LLMs (Anthropic and OpenAI as primary providers, Google for certain features), with data hosted regionally on Supabase (Sydney for AU/NZ, London for UK/EEA, US region for US customers), payments via Stripe, and cloud infrastructure on AWS. Security and privacy posture includes SOC 2 Type 2 attestation, GDPR/UK GDPR and CCPA compliance, AES-256 encryption at rest, TLS 1.2/1.3 in transit, contractual no-training commitments with LLM providers, and a public Trust Center at trust.marloo.com with a sub-processor list. The product is delivered as subscription SaaS with native iOS and Android companion apps.

Marloo operates a hybrid product-led growth and sales-assisted go-to-market motion: a self-serve "Try for free" funnel with no credit card for individual advisers, and a "Book a demo" overlay converting larger firms into Marloo Teams subscriptions. Pricing is per-adviser subscription with monthly and annual terms auto-renewing via Stripe; one case-study price anchor is $400/adviser/month for unlimited document generation. Within twelve months of founding (around April 2025), Marloo reported 650+ paying firms across six to seven countries, revenue growth above 40% month-on-month, customer churn described as close to zero, and total funding of $12.7M USD across a $2.7M pre-seed (September 2025) and a $10M seed (April 2026), both led by Blackbird Ventures with Icehouse Ventures participating in the seed. The company is headquartered in Auckland, New Zealand, with regional offices in New York (Marloo USA LLC, Delaware), London, and Sydney, and is led by co-founders Hardy Michel and Shakeel Lala.

Name

Marloo

Legal name

Marloo Limited

Website

https://marloo.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Marloo is a New Zealand-headquartered AI SaaS platform that automates meeting notes, advice document drafting, form filling, and compliance workflows for financial advisers across wealth management, mortgage broking, and insurance practices in six to seven countries.

Ownership category

akta.pro rank

Product category

Financial Adviser AI Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)

Keywords

• AI meeting transcription
• Financial adviser software
• Advice document automation
• Wealth management platform
• Compliance automation tools

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations, Others

Revenue model

1. Subscription fees: Recurring SaaS subscription billed automatically on Subscription Date and on each Renewal Date, via Stripe, with monthly and annual terms available. Pricing varies by tier and team size (e.g., Everest Wealth case study cites $400/adviser/month for unlimited document generation). Auto-renews at the then-current price until cancelled.
2. Free trial (freemium entry): Free trial allows prospects to evaluate Marloo before converting to a paid subscription. 'Try for free' is offered with no credit card required, designed as a funnel into the recurring subscription stream.
3. Referral programme cash rewards (outflow only): The Marloo Referral Programme pays cash rewards to participants who refer customers; this is a customer acquisition cost rather than a revenue stream, but supports the broader revenue engine.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels10 records

Core offering

Marloo is an AI platform built for financial advisers that automates the administrative work surrounding client meetings. It captures meetings across Microsoft Teams, Zoom, Google Meet and Webex, generates meeting notes, drafts advice documents (Statements of Advice, fact-finds, review letters, file notes), auto-fills forms (PDF, DOCX, image) from a unified client record, extracts tasks and follow-ups, drafts emails, and provides natural-language Q&A over the full client history via Ask Marloo. It is delivered as subscription SaaS with iOS/Android mobile apps and a Marloo Teams tier for multi-adviser firms.

Product overview

Marloo is a single unified AI platform (not a modular marketplace) built for financial advisers, in which a set of named feature modules work together around a unified per-client record. The core Marloo platform captures Meetings across Teams, Zoom, Google Meet and Webex, turns them into Notes and extracts Tasks automatically; Ask Marloo provides natural-language Q&A and action across every client conversation, document and email; Marloo Forms auto-fills any uploaded PDF/DOCX/image form from the client record; Marloo Advice Documents generates SOAs, fact-finds, review letters and file notes in the adviser's templates and branding; Marloo Emails ingests the connected inbox and drafts replies; and Marloo Teams layers practice management, permissions, billing and firm-wide compliance on top for multi-adviser firms. The platform is delivered as subscription SaaS (free trial available) with a companion iOS/Android Marloo Mobile App and a public Marloo Trust Center for security and sub-processor disclosures.

Differentiator

Problem solved

Functional benefit

Products and services

• Marloo AI Platform Subscription SaaS platform that automates the administrative work surrounding client meetings for financial advisers, including meeting capture, note generation, advice document drafting, form filling, task extraction, email drafting, and natural-language Q&A over a unified client record.
• Marloo Mobile App Native iOS (App Store id6747649411) and Android (com.marloo.app) application extending the Marloo AI adviser experience to smartphones.

Quantifiable outcome

• 650+ paying firms across 6 countries within 12 months of launch
• +12 more outcomes

Named customers21 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability10 records

Feature8 records

Partnerships

Eleven partnerships are on record, tiered core infrastructure, secondary infrastructure, core product integration and compliance partner.

• Stripecore infrastructureTechnology or IntegrationProcesses all credit-card payments for Marloo subscription fees; Marloo's Terms of Service direct customers to Stripe's terms and privacy policies and Marloo only retains the name on card, last four digits, type, issuer, and expiration date.
• Supabasecore infrastructureTechnology or IntegrationProvides the database/data storage infrastructure for the Marloo Service, hosted regionally — Sydney for AU/NZ customers, London for UK/EEA customers, and a US region for US customers — enabling regional data residency.
• Anthropiccore infrastructureTechnology or IntegrationPrimary large language model provider for the Marloo Service. Marloo has implemented contractual and technical arrangements designed to prevent retention of inputs beyond what is necessary and prevent use of customer data to train Anthropic's models.
• OpenAIcore infrastructureTechnology or IntegrationPrimary large language model provider for the Marloo Service alongside Anthropic. Same contractual and technical safeguards applied to prevent data retention for training purposes.
• Googlesecondary infrastructureTechnology or IntegrationProvides certain AI/LLM features within the Marloo Service and powers Google Calendar integration; also referenced as a subprocessor for AI processing and communication services.
• Amazon Web Services (AWS)core infrastructureTechnology or IntegrationCloud infrastructure used for the Marloo Service, with AWS US region explicitly listed as a subprocessor; supports API processing, backup, and other operational services.
• Microsoft (Outlook, Microsoft Teams)core product integrationTechnology or IntegrationIntegrates with Outlook for email/calendar and with Microsoft Teams for meeting capture and transcription; calendar events, meeting recordings, and notes sync into the unified client record.
• Zoomcore product integrationTechnology or IntegrationSupported meeting platform for Marloo meeting capture, transcription, and note-taking across Zoom calls.
• Google Meetcore product integrationTechnology or IntegrationSupported meeting platform for Marloo meeting capture, transcription, and note-taking.
• Webex (Cisco)core product integrationTechnology or IntegrationSupported meeting platform for Marloo meeting capture, transcription, and note-taking across Webex calls.
• Prighter Groupcompliance partnerOthersAppointed as Marloo's privacy representative and point of contact for EU and UK data subjects, enabling customers to exercise data-subject rights (access, erasure, etc.) via a dedicated portal (app.prighter.com/portal/15980164479).

Scale indicators8 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Addepar: Established wealth-management technology platform serving large advisory firms with portfolio analytics, reporting and increasingly AI features. Broader and more enterprise-focused than Marloo, but increasingly competes at the practice-OS layer of the same buyer.
• Redtail CRM: Long-standing CRM platform purpose-built for financial advisers, used by many of Marloo's customer base. Increasingly overlapping with Marloo at the client-record, workflow and AI-summary layer as it adds native AI features, putting pressure on Marloo's CRM-replacement narrative.
• Salesforce Financial Services Cloud + Einstein: Dominant CRM platform with a financial-services vertical edition and embedded Einstein AI for meeting summarisation, email drafting and document generation. A broad incumbent whose AI roadmap directly competes with Marloo's in-meeting and post-meeting workflows inside large advice firms.
• Microsoft 365 Copilot: Microsoft's AI assistant embedded across Teams, Outlook and Word — the in-meeting summarisation and email/drafting layer many advisers already pay for via their Microsoft subscription. Named explicitly by Marloo customers as the primary alternative being displaced, making it a critical incumbent competitor.

Direct peers

• Jump: AI assistant for financial advisers and wealth managers that automates meeting prep, follow-ups, CRM updates and client communications. Direct competitor with comparable positioning as a vertical AI partner embedded into adviser workflows.
• Fireflies.ai: Horizontal AI notetaker that records, transcribes and analyses meetings across major platforms. Competes with Marloo for the same in-meeting workflow at a lower price point but without financial-advice-specific document generation or compliance tooling.
• Wealth.com: Estate-planning and client-engagement platform for financial advisers with AI-driven document generation and form workflows. Comparable as a vertical AI tool that automates adviser documentation, although focused on estate planning rather than the full meeting-to-SOA workflow.
• Otter.ai: Horizontal AI meeting notetaker widely used by professionals including financial advisers. Competes head-on with Marloo on meeting transcription and summary, but lacks the advice-document, form-filling and compliance features that are Marloo's core differentiator.
• Zocks: AI meeting intelligence and client-collaboration platform built specifically for financial advisers. Most direct vertical competitor to Marloo, targeting the same post-meeting notes, CRM-update and follow-up workflow across wealth management and adjacent advisory verticals.
• TIFIN AG: AI platform for wealth management firms and advisers focused on personalising practice growth and client engagement. Closely comparable as a vertical-AI platform serving the same financial-adviser buyer persona with workflow and intelligence tooling.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/gomarloo

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds2 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marloo