PartnershipsEvent: September 2, 2026
Marloo partnered with Morningstar to bring their fund research and 1,500 Model Portfolios into Marloo.
Published
Signal category
Partnerships
Quote
“We've partnered with Morningstar to bring their fund research and 1,500 Model Portfolios into Marloo.”
— Marloo team
Company
Marloo
The AI partner for financial advisers.
- Industry
- Software Development
- Company size
- 39 employees
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.
Founded 2025