Marloo provides an AI platform for financial advisers that automates administrative work such as note-taking, documentation, and compliance while surfacing potential client opportunities over time. The product was developed with input from industry practitioners and includes team members who have worked as financial advisers. Marloo aims to reduce the administrative burden on advisers so they can focus on client relationships and advice delivery. The company plans to expand its presence in the UK and Australia, enter the US market, and broaden its product suite to become a core operating system for advisory firms. Financially, Marloo has raised $10 million in a seed round led by Blackbird Ventures, bringing its total funding to $12.7 million within a year.

Total raised

$13M

Funding rounds

2

Latest round

Seed

Latest activity

Apr 2026