Meet the team

We're financial services experts
At Sharesies, we scaled an investing platform to serve hundreds of thousands of users and manage billions in assets.
We learned what it takes to build trust, navigate regulation, manage rapid growth, and deliver an exceptional product.
We’ve seen the need for financial advice firsthand.
We believe the problem isn't bad advice; it's the lack of good advice at scale.
That's why we built Marloo.
Built by experts for experts.

Our manifesto

We believe in the power of financial advice to transform lives.

We believe in financial advisers who pour their energy into guiding clients through life's most complex decisions.

Yet for too long, we've watched financial advisers' passion get buried under mountains of low-value paperwork.

Hours lost prepping documents. Days wasted on clunky, inefficient software. Precious time diverted from the time spent client facing.

At Marloo, we're on a mission to change this. To be the partner financial advisers trust to craft deep client relationships and grow their practice.

We handle the busywork, so advisers can focus on life-changing work.

To scale impact, not admin.

Your calling is advice,
not admin

Try Marloo for your next meeting – it’s completely free to get started.
Try Marloo for free