Marloo
Agent56Agent Readiness: 56/100. Top 25%. Measured by StartupHub.ai. Median 41.Trust85Data Trust: 85/100. Top 25%. Measured by StartupHub.ai. Median 61.An AI partner for financial advisers.
About
Marloo is developing an AI platform designed to support financial advisers by automating administrative tasks such as note-taking, documentation, and compliance. The platform aims to allow advisers to focus more on client relationships and advice delivery, and over time, it identifies opportunities that may otherwise go unnoticed. It is positioned as a core operating system for advisory firms.
Listed competitors
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Key facts
- Website
- marloo.com
- Headquarters
- London, United Kingdom
- Founded
- 2024
- Total funding
- $15M (Seed)
- Business model
- B2B
Marloo pricing
| Plan | Price |
|---|---|
| StarterUnlimited recordings and summaries, Custom templates, Client overview | Free |
| ProEverything in Starter, Ask Marloo chat across whole book, Advice documents | $149 / month |
| FirmEverything in Pro, Editable client fields, Calling from Marloo (VoIP) | $299 / month |
| EnterpriseVolume terms for 10+ advisors, SSO, Configurable data storage and infrastructure | Contact sales |
Prices shown in USD per advisor per month. Annual billing available via sales. Starter requires no credit card.
Plans as published by Marloo, checked September 2026.
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 28 Apr 2026 | Seed | $10M | Blackbird Ventures |
| 8 Sept 2025 | Seed | $3M | Blackbird Ventures |
| 1 Jan 2024 | Seed | $3M | Blackbird Ventures |
Tech stack
Detected on marloo.com, last scanned 22 Oct 2026. Run your own scan
- Compliance
- SOC 2, GDPR
- Frontend
- Next.js, Tailwind CSS
- CDN
- Vercel
- Email provider
- Google Workspace
Marloo scores 30. Does yours?
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Frequently asked
Is Marloo trustworthy and reputable?
StartupHub's Data Trust & Reputation score for Marloo is 85 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How much funding has Marloo raised?
Marloo has raised a total of $15M in funding. The most recent round on record is Seed.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for Marloo
