Full-Time
Founding Engineer
London
Updated on 9/3/2026
Marloo
11-50 employees
AI-powered assistant automates adviser administration
Compensation Overview
£70k - £90k/yr
London, UK
In Person
International travel may be required.
 Software Engineering (1) |
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- Demonstrate full-stack and backend coding excellence; talent is prioritized over years of experience.
- Demonstrate commitment to transforming financial advisory services.
- Apply business acumen with a product and growth orientation.
- Show continuous learning drive for zero-to-one development cycles.
- Demonstrate customer focus, impact orientation, intellectual curiosity, execution speed, risk tolerance, comfort with ambiguity, and a collaborative long-term mindset.
- Demonstrate daily proficiency with artificial intelligence tools for architecting, building, and debugging across technology stacks.
- Prioritize in-person collaboration and be able to travel internationally.
- Build and own core product features end-to-end across backend infrastructure and frontend experiences, with a focus on shipping and iteration.
- Establish foundational architectural patterns and technical decisions that scale with the company, act as the codebase authority, and shape engineering culture.
- Work directly with founders to translate user needs into technical solutions.
- Use artificial intelligence tools daily for architecting, building, and debugging across technology stacks.
- Experience with engineering hiring, management, and development.
- Startup experience navigating critical milestones toward product-market fit.
- Experience implementing security infrastructure and data privacy compliance.
Marloo builds an AI-powered assistant for financial advisers to cut administrative work. It automates tasks such as creating meeting file notes, real-time transcription, and meeting summaries, and can record in-person or phone conversations via a mobile app. It integrates with meeting platforms and syncs with Outlook or Google Calendar to prep for meetings by summarizing prior conversations. Data is protected with encryption for data in transit and at rest, and stored in local data centers to keep client data within the region. The service is aimed at financial advice firms and individual advisers, with early-stage funding from investors like Blackbird Ventures. The goal is to free advisers from administrative and compliance chores so they can focus on client relationships and growing their practice.
Company Size
11-50
Company Stage
Seed
Total Funding
$9.2M
Headquarters
Auckland, New Zealand
Founded
2025
Get referred to Marloo
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Simplify's Take
What believers are saying
- August 21, 2026 revenue growth hit 37% monthly with 900 paying firms.
- April 2026 funding reached $13 million, financing US entry and product expansion.
- Zero-retention agreements with OpenAI and Anthropic strengthen trust with compliance-sensitive advisers.
What critics are saying
- OpenAI and Anthropic enterprise compliance tools can commoditize Marloo’s core notes and reporting.
- Marloo’s US expansion starting 2026 exposes it to larger incumbents and heavier regulation.
- If advisers adopt native CRM automation, Marloo’s standalone workflow layer becomes redundant.
What makes Marloo unique
- Founded in 2024, Marloo targets financial-adviser compliance workflows, not generic note-taking.
- By August 2026, Marloo served 900 paying firms across eight countries.
- Blackbird backed Marloo twice, signaling conviction in founders Shakeel Lala and Hardy Michel.
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Growth & Insights and Company News
6 month growth
↓ -5%1 year growth
↓ -5%2 year growth
↓ -5%Marloo, an AI startup helping financial advisers manage client portfolios, is growing at 37% monthly revenue growth since its inception 15 months ago. The company has onboarded more than 900 paying advisory firms across eight countries and is expanding into the US. Founded by veterans of retail investment platforms Sharesies and Lightyear, Marloo raised $13 million across two funding rounds just six months apart — $3 million pre-seed and $10 million seed. The platform uses AI to help advisers quickly identify which clients are affected by market changes, such as interest rate moves, reducing manual portfolio analysis. The founders say AI enables advisers to spend less time on paperwork and more time providing personalised advice to clients navigating complex financial decisions around retirement, family planning, and home ownership.
Marloo, an AI platform for financial advisers, has raised $10 million in seed funding led by Blackbird Ventures, with participation from Icehouse Ventures. The round brings total funding to $12.7 million in 12 months. Founded by Hardy Michel, Marloo has onboarded over 650 paying firms across six countries since launching a year ago, with revenue growing 40% monthly. The platform automates compliance, suitability reporting and client management workflows. Michel said Marloo spent six months embedded with adviser firms before development, aiming to create software advisers "genuinely love using" rather than compliance-driven tools. Around a third of staff are former financial advisers, embedding practitioner expertise into product development. The company has negotiated zero data retention agreements with OpenAI and Anthropic to address adviser concerns around compliance and data security.
Marloo has raised seed funding to expand its AI platform for financial advisers, supporting international growth and further development of tools that automate administrative work and enhance client-focused advisory services.
Marloo announced its Seed round led by Blackbird, following an 18-month journey since Blackbird's Pre-Seed investment in April 2024. Initially a shell entity, Marloo, founded by Hardy Michel and Shakeel Lala, has grown 45% month-on-month with customers in Australia, New Zealand, and the UK. Blackbird's investment philosophy focuses on backing founders early, even pre-idea, emphasizing the importance of the founding team's potential over the initial concept.
Ex-Sharesies managers have raised A$4.2 million ($4.6m) in pre-seed funding for Marloo, an AI assistant for financial advisers. The funding includes contributions from several prominent Kiwi entrepreneurs.