Our AI startup is growing 40% a month helping financial advisers 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.

Sharesies and Lightyear were highly regulated companies that now manage more than £7 billion in assets, and time and time again customers would ask us: what should I invest in? It frustrated us that we couldn’t help them in any meaningful way.

In moments of extreme volatility, the Trump tariffs, the pandemic, all we could do was send an email that said, in effect, “don’t panic.” Markets go up, markets go down.

That was as far as we could go because we had no way to give real advice.

So, we watched customers buying high and selling low.

It was incredibly frustrating because we just couldn’t help.

In the background, customers were making incredibly complex financial decisions – about retirement, growing a family, inheritance or buying their first home – which weren’t just investment questions but life changing moments, where good advice was critical.

And yet most people weren’t getting it.

That was why we built our company, Marloo.

Not so we could provide financial advice, but to make life easier for those who could — financial advisors.

These are people drowning in admin and paperwork that removes them from what they love: working with customers.

Just 15 months later, we are averaging 37% monthly revenue growth since inception, have onboarded more than 900 paying advisory firms across eight countries, and are expanding into the U.S.

We’re not aware of another company doing this across as many markets as we are.

We’ve raised $13 million ($3 million pre seed, $10 million seed), with the two rounds only six months apart.