Better advice for more people

Before Marloo, our founders helped scale retail investing platforms including Sharesies and Lightyear to millions of users and billions in assets. We saw the advice gap firsthand. The more people who needed guidance, the fewer advisers had capacity to help.

Financial advice is one of the most important services most people will ever use. It is also one of the hardest to deliver well at scale. The tools available today were not built for the way advice actually works. That gap has a real cost: fewer people getting the guidance they need, and advisers spending more time on paperwork than on clients. A third of our team have worked as financial advisers. Marloo was built with the profession, not just for it.