Marloo Raises US$2.7M Funding In Pre-Seed Round

Operating from London and Auckland the platform aims to streamline financial advisory processes, enhance client interactions, and provide data-driven insights, positioning itself as a smart, efficient tool for advisers navigating complex financial landscapes.

The funding round was led by Blackbird Ventures, with participation from CoVentures and notable investors including Tom Hambrett (Revolut), Sam Halse (ex-COO, Adyen), Philip Fierlinger (Xero), Tom Kelly (Heidi Health), Warren Hogarth (Tilt), and several others.

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The company plans to use the funds to grow its operations and accelerate development of new features.

Founded by Shakeel Lala, Hardy Michel, and Ben Robertson, Marloo builds AI tools that help financial advisers automate note-taking, document generation, and client communications.

Marloo is an AI assistant revolutionizing the workflow of financial advisers. By automating tasks like note-taking, document creation, and client communication, it streamlines operations, saves time, and enhances efficiency. With intelligent insights and seamless integration, Marloo empowers advisers to focus on strategy, client relationships and delivering smarter financial advice.

About Marloo

Marloo simplifies the daily work of financial advisers by automating routine tasks such as note-taking, document preparation and client communications. Its AI-driven platform enhances efficiency, reduces administrative burden and provides actionable insights, allowing advisers to focus on strategic planning, client engagement and delivering personalized, high-quality financial advice.