I joined the founders when Marloo was just getting started, and designed the whole thing end-to-end from scratch — the app, the marketing site, the ads, the brand. Every surface a customer or prospect ever touches.
One year in, Marloo has raised over $13M, is used by 650+ advisory firms across 6 countries, and has grown 40% month-on-month for eleven straight months. Zero paid customers have churned to a competitor.
The thing I'm most proud of is the customer love. Advisers regularly tell us they switched to Marloo purely because it's easier to use than anything else in the category. One 25-year veteran told the team: "your product has actually changed my life."
We started with an AI note-taker — joins meetings, records calls, and produces compliance-ready file notes so advisers can look their clients in the eyes instead of typing at a laptop.
But the real ambition is bigger. We're building the end-to-end operating system for a financial adviser: document generation, tasks, automatic form filling, client portals — everything an advice firm actually runs on, in one product.
Document Generation was the moment Marloo stopped being an AI note-taker and started being something more. Documents that used to take a paraplanner weeks to turn around — at hundreds of dollars each — now come out in minutes, fully editable by the adviser before they go anywhere near a client.
The thing that drives me with this project is what's underneath it. Right now good financial advice is locked away from most people because advisers are drowning in paperwork — they can only profitably see a hundred or so clients a year. If we can give them their time back, the average adviser could see thousands.
Designing Marloo is the most rewarding work of my career. Every fixed bug, every new feature directly translates into advisers having more time to spend with their clients — and that's what design should do.