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Marloo uses AI to handle the full admin burden for financial advisors — from recording and transcribing client meetings (Teams, Zoom, phone) to drafting statements of advice, filling forms, and managing follow-ups. The product deepens its understanding of each client over time, working across every touchpoint rather than just one-off meeting notes. The company just raised $10M USD and is already trusted by firms like Blacktower, Fidenti, and Advice Rooms. Built in London, Marloo is solving a genuine pain point in wealth management: advisors spend far too much time on paperwork and not enough with clients.
Talk to Jack and he’ll help you get considered for the roles below, or anything else that fits what you’re looking for.
