Company intelligence
Marloo
The AI partner for financial advisers.
Software Development
11–50 employees
Founded 2025
3 public signals
About Marloo
Marloo is the AI partner for financial advisers. We do the work around the advice, the documents, the compliance, the client context that carries across every conversation, so advisers can show up for the client. Trusted by 1,000+ paying firms across eightcountries, with offices in New York, London and Sydney. Backed by Blackbird Ventures, the first investors in Canva.
Verified activity
Signals from Marloo
3 published signals
Products & Services
Marloo launched a new enhancement that brings fund research and reporting directly into the Marloo workflow, removing the need to move between separate systems.
Reported by Marloo
Partnerships
Marloo partnered with Morningstar to bring their fund research and 1,500 Model Portfolios into Marloo.
Reported by Marloo
Partnerships
Marloo partnered with Morningstar to bring their research straight into Marloo, including portfolio research, fund ratings, performance data, and Model Portfolios shaped around client risk profiles, goals, and asset allocation.
Reported by Marloo