Marketing Automation for Financial Advisors
Compliant content, consistent presence — your entire marketing team, self-hosted, for free.
Self-host free, or hosted from $9/mo
10 Marketing Agents, 3 Ways to Run Them
Articles
Drafts educational, compliance-minded articles from your real firm context.
SEO
Real crawl-based audit, real fixes.
GEO
Real citation-gap check against live web search.
Site Crawl
Multi-page crawl, duplicate-content detection.
Drafts replies to relevant personal-finance threads.
X
Post and thread drafts in your voice.
Professional post drafts, tuned for the format.
GitHub
SEO fixes as a reviewable PR draft.
Hacker News
Pitch drafts for relevant threads.
Leads
Real leads, real local businesses, real outreach.
Why Marlo
Why financial advisors run Marlo
Marketing automation for financial advisors is not a nice-to-have — it's how independent RIAs and small practices stay visible against wirehouses with full marketing departments.
Marketing always loses to client work
As an advisor you're managing portfolios, meeting clients, and handling compliance paperwork. Marketing gets pushed to "someday" — your site goes stale, your socials go quiet, and referrals slow down. Marlo keeps your channels moving even during your busiest quarters.
Hiring a marketer doesn't pencil out
A marketing coordinator, an SEO consultant, and a content writer cost $10,000+/mo before you see a single lead — and most don't understand fiduciary language or compliance review. Marlo runs the same playbook self-hosted, for the cost of your own API keys.
Prospects research advisors online before they ever call
Retirement planning, tax strategy, estate planning guides — prospective clients search for these long before they pick up the phone. The Articles Agent drafts educational content from your real firm context, so you show up when they're looking.
Your prospects moved to AI-mediated search
More people now ask AI assistants "how do I find a fee-only financial advisor near me" before they ever search Google directly. The GEO Agent runs a real, deterministic citation-gap check so you know whether you actually show up.
Marlo runs your marketing so you can run your practice
Connect your site. Marlo reads it, and its agents start drafting — across every channel that matters for financial advisors.
SEO Agent
Finds real technical issues — meta tags, headings, redirect chains, robots.txt — and drafts fixes.
GEO Agent
Checks whether your firm actually shows up in real live search results prospects would run.
GitHub Agent
Turns SEO findings into a complete, reviewable pull-request draft — no ticket required.
Reddit Agent
Drafts replies for threads in r/personalfinance and similar — grounded in your real firm context.
X Agent
Drafts post and thread ideas in your voice, ready for you to refine and post.
LinkedIn Agent
Drafts professional posts tuned for LinkedIn's format — where most advisors' referral network actually lives.
Articles Agent
Educational guides on retirement, tax, and estate planning, drafted from your real firm context — not generic prompts.
Site Crawl Agent
Crawls beyond the homepage and flags near-duplicate content across pages.
Google Search Console
Uses your real search data to find ranking opportunities.
Google Analytics
Connects to GA4 to surface what's working and where to focus next.
ILLUSTRATIVE EXAMPLES
What a marketing system like this looks like in practice
Marlo is early — these are illustrative scenarios showing what lean teams could achieve, not real customer results (yet).
How it works
From URL to running marketing, self-hosted
No onboarding project, no learning curve. Connect your keys and Marlo starts drafting the same day.
- 1
Connect your URL and keys
Paste your firm's website address and connect your own LLM + integration keys. Marlo reads your services, positioning, and competitors in minutes.
- 2
Run the first audits
The SEO Agent crawls your site and the GEO Agent runs its citation-gap check — both real, both in seconds.
- 3
Review daily drafts
Agents draft articles, Reddit replies, LinkedIn and X posts on demand — grounded in your real firm context, ready for your compliance review.
- 4
Approve and ship
Nothing goes live without you. Review each draft, then publish, post, or open the pull request yourself.
Marlo vs. the alternatives
Not just another marketing tool
Most marketing automation falls into one of two traps: too complex to set up, or too narrow to matter. Marlo covers the core functions — self-hosted, not another SaaS bill.
vs. a paid all-in-one platform
Paid platforms are built for marketing teams. Marlo is built for advisors who don't have one. Self-hosted, your own keys — not a per-seat bill.
vs. an SEO agency retainer
An agency costs $1,500–$5,000+/mo and needs briefing and review cycles. Marlo's SEO Agent runs a real crawl-based audit on demand.
vs. hiring a marketing coordinator
A marketing hire costs $4,000–8,000/mo and still needs management. Marlo needs a URL and your own API keys.
vs. doing it yourself
You could. But the treadmill doesn't stop between client meetings. Marlo's agents draft while you focus on your clients.
Fictional example
How financial advisors could use Marlo
“We self-host Marlo alongside our own systems. The SEO Agent catches things our old checklist never did, and having consistent LinkedIn drafts has actually kept us visible to referral partners.”
Daniel Ostrander
Principal, fictional RIA example
“As a solo practice, the Articles Agent drafting from our actual services and positioning — not generic finance content — is what makes it usable. We still review everything before it goes out.”
Marguerite Sallis
Founder, fictional advisory practice example
“The GEO Agent's citation check is honest about what it does and doesn't check. That's rare, and it's why we trust the numbers when we decide where to focus.”
Anthony Kwan
Advisor, fictional wealth management example
Pricing
Three ways to run Marlo
Self-host it for free, let us host it and cover the AI cost, or host it with us and bring your own model key. Same 10 agents, every tier.
Self-Hosted
Run it yourself, own everything.
- All 10 agents — Articles, SEO, GEO, Site Crawl, Reddit, X, LinkedIn, GitHub, Hacker News, Leads
- Bring your own LLM key — OpenAI, Anthropic, or any OpenAI-compatible endpoint
- Bring your own integration keys — GA4, GSC, Gmail, GitHub, PageSpeed, Tavily, Places
- Your data stays in your own database, never on a server we control
- AGPL-licensed — audit the code, modify it, run it forever
Hosted, Built-In Models
We host it, we cover the AI model cost.
- All 10 agents, fully hosted — nothing to install or maintain
- Built-in AI models included — no LLM API key required
- Bring your own integration keys — GA4, GSC, Gmail, GitHub, PageSpeed, Tavily, Places
- Automatic updates, managed infrastructure
- Cancel anytime
Hosted, Your Own Key
We host it, you bring your own model key.
- All 10 agents, fully hosted — nothing to install or maintain
- Bring your own LLM key — OpenAI, Anthropic, or any OpenAI-compatible endpoint
- You pay your model provider directly — this fee covers hosting only
- Bring your own integration keys — GA4, GSC, Gmail, GitHub, PageSpeed, Tavily, Places
- Cancel anytime
Got questions?
Frequently Asked Questions
Marlo is a team of specialized AI marketing agents — Articles, SEO, GEO, Site Crawl, Reddit, X, LinkedIn, GitHub, and Hacker News — that work together to grow your brand. Each agent runs its own Research → Execution → Publish loop: it researches your product and audience, produces the work (drafts, audits, outreach, fixes), and hands it to you for review.
Marlo offers three ways to run it. Self-host it yourself for $0, forever, using your own API keys. Or let us host it — either with built-in AI models included ($29/mo), or hosted with you bringing your own LLM key ($9/mo, hosting only). No hidden fees on any tier.
Point it at your domain and it runs a real crawl over HTTP — meta tags, heading structure, Open Graph tags, redirect chains, robots.txt compliance, and server timing. It pulls in real Core Web Vitals from Google PageSpeed Insights when you connect a key, so every finding is grounded in your actual site, not guesswork.
The Reddit agent drafts genuinely useful replies in your voice, grounded in your real project context. Live thread discovery via the real Reddit API isn't wired up yet — it currently runs against sample threads for demo purposes, clearly disclosed in the UI, with real integration on the roadmap.
GEO is Generative Engine Optimization — checking whether your brand shows up when people search the modern, AI-mediated web instead of typing a classic Google query. Marlo's GEO agent runs a real, deterministic 3-query citation-gap check via Tavily's live search API — not an LLM's opinion.
The SEO Agent's first audit and the GEO Agent's first citation check both run in seconds, since they're real crawls and real searches against your live site — not a multi-day onboarding. Content agents (Articles, X, LinkedIn) draft on demand whenever you give them a topic.
No — every agent defaults to drafting for your review. The GitHub Agent drafts a complete, reviewable pull-request proposal but doesn't open it automatically. The X Agent can post for real if you connect your own X API credentials; without them, it's draft-only like the rest.
An LLM API key (OpenAI, Anthropic, or any OpenAI-compatible endpoint) to power the agents, plus whichever integration keys you want to connect — Google Search Console, Google Analytics, Gmail, GitHub, PageSpeed Insights, and Tavily are all live today. Everything is stored in your own local database.
- Products:
- Marlo AI CMO
- Industries:
- Financial AdvisorsProfessional ServicesReal EstateLaw Firms
- Goal:
- Grow Organic TrafficAutomate Marketing Execution
- Metrics:
- Organic TrafficKeyword RankingsCitation Coverage