Marloo is an AI assistant for financial advisers that automates meeting note-taking, document generation, form-filling and email organisation, building a unified client profile from every touchpoint. The company says one customer, the Poole Group, saves 250-300 hours a month using the tool, and Marloo reports 40% month-on-month revenue growth with more than 650 paying advisory firms across six countries. Marloo was founded in Auckland in June 2024 by Hardy Michel, Shakeel Lala and Ben Robertson, former Sharesies staff, and now also has people based in Sydney, London and Wellington.
Builder’s Brief
Marloo is a finance tool on Falcoscan. AI assistant that automates paperwork for financial advisers. Falcoscan rates Marloo with an Opportunity score of 72/100, a Saturation score of 35/100, and a Wrapper-risk score of 12/100. Market signal: rising. Marloo is founded in 2024, currently at Seed stage. Pricing: Freemium.
Market position · Finance
How Marloo compares in Finance
Marloo's opportunity score of 72 ranks #76 of 336 live Finance tools on Falcoscan, 4.5 points above the category average of 67.5. Its saturation score is 35/100, against a category average of 34.7. 80 of the 336 live Finance tools carry a hot signal, and Falcoscan has recorded 20 shutdowns in the category.