About Marloo
Marloo is an AI-powered assistant built specifically for financial advisers, automating administrative tasks such as meeting note-taking, document generation, and client communications. Its platform transforms client meetings into compliance-ready file notes and advice documents written in each adviser's own style and tone. Customers are financial advice firms and independent advisers across the UK, Australia, and New Zealand.
Open positions (2)
Company details
Funding
Total raised
$12.7M
Last stage
Seed
Investors
Founders
Ben Robertson
Co-founder of Marloo, contributing to the development of its AI-first compliance and note-taking platform for financial advisers.
Shakeel Lala
Co-founder of Marloo, helping build AI-driven workflow automation for financial advisers across the UK, Australia, and New Zealand.
LinkedInHardy Michel
Co-founder and CEO of Marloo, an AI assistant platform for financial advisers. Previously associated with building teams in Sydney and London.
LinkedInWhat happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.