Our AI Startup is Growing 40% a Month Helping Financial Advisors Do What They Love: Giving Advice
Before we built our current startup, we spent seven years building retail investment platforms that introduced millions of people to investing for the first time.
The founders of Marloo, a startup focused on empowering financial advisors, previously built successful investment platforms but were limited in providing personalized advice. Frustrated by clients making poor decisions due to lack of guidance during market volatility, they created Marloo to alleviate advisor administrative burdens and enable more client-focused work. Leveraging AI, Marloo helps advisors manage complex client needs and navigate an increasingly intricate investment world, aiming to make personalized financial advice accessible to more people.
- The founders previously built regulated retail investment platforms like Sharesies and Lightyear.
- Clients often asked for investment advice, which advisors couldn’t provide due to regulations.
- Market volatility led to clients making poor investment decisions (buying high, selling low).
- Marloo was founded to support financial advisors by reducing their administrative workload.
- The company has experienced rapid growth, onboarding over 900 advisory firms in 15 months across eight countries.
- Investment complexity has increased, with previously institutional-only assets now available to retail investors.
- Personalized financial advice requires more time per client due to individual circumstances.
- AI can assist advisors by narrowing down client impacts during market events and modeling individual circumstances.
- Human judgment remains crucial for understanding client goals and acceptable compromises.
- The goal is to shift from rigid allocation models to client-centric financial planning.
Continue reading https://fortune.com/2026/08/21/marloo-cofounders-ai-startup-growing-40-percent-per-month/
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