Companies / Marloo
Marloo provides AI software for financial advisors that handles administrative work such as meeting notes, documents, forms, emails, and tasks. It serves financial advisors and their support staff.
Summarized from its homepage on 4 Nov 2026.
Vendors of Marloo and the evidence for each
Marloo declares 14 subprocessors, including AI providers Anthropic, AssemblyAI, OpenAI.
Amazon Web ServicesCloud and infrastructureConfirmed
AnthropicAI and LLM providersConfirmed
OpenAIAI and LLM providersConfirmed
SupabaseCloud and infrastructureConfirmed
AssemblyAIAI and LLM providersConfirmed
AttioCRM and salesConfirmed
DatadogObservabilityConfirmed
Google CloudCloud and infrastructureConfirmed
IntercomSupport and chatConfirmed
LoopsEmail and communicationsConfirmed
11 more vendors
See Marloo's full stack and the source for every claim.
Create a free accountWork email, no card. Already have one? Log inQuestions about Marloo
Certifications
| Standard | What the source says | Checked |
|---|---|---|
| SOC 2 Type IICompany's statement | “SOC 2 Type II, GDPR compliant”The company's own statement. SOC 2 has no public registry; the report itself is shared by the company, usually under NDA. | 11 Nov 2026Source |
We last read its homepage on 11 Nov 2026 and the FedRAMP Marketplace on 8 Nov 2026. A standard not shown here was not found in these sources. That does not mean Marloo lacks it.
Vendor's own statement, retrieved from the source URL on the date shown. StrataDB does not verify the underlying claim. Data sources.
See Marloo's full stack
Every vendor with its source and date, and an alert when Marloo adds or drops one. The same lookup works for any company.
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