Marloo, an AI platform designed for financial advisers, has raised $10 million in Seed funding led by Blackbird Ventures.
The latest round brings the company’s total funding to $12.7 million within its first year. Marloo is building software that automates administrative workloads in advisory firms, allowing advisers to spend more time with clients and less time on manual processes.
What The Company Does
Founded in 2025, Marloo develops AI tools tailored to the workflows of financial advisers. The platform is designed to handle operational tasks such as meeting note-taking, documentation, compliance preparation, and management of client context across conversations.
By reducing time spent on repetitive back-office work, the company aims to help advisers focus on higher-value activities including relationship management, strategic planning, and personalised advice delivery.
Marloo also says its system can identify opportunities over time by analysing broader client and business context, potentially helping firms surface relevant actions, follow-ups, and advisory insights.
The company positions itself as more than a productivity tool, with ambitions to become a central operating layer for advisory practices.
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Market Context / Industry Background
Financial advice remains a relationship-driven industry, but many firms still operate with legacy software stacks and fragmented workflows. Compliance obligations, documentation requirements, and administrative overhead can limit adviser productivity and make it difficult for firms to scale profitably.
At the same time, ageing adviser populations and rising client expectations are increasing pressure on firms to modernise operations. AI tools are emerging as a potential solution, particularly where they can automate record-keeping, improve workflow continuity, and support more personalised service.
However, generic enterprise software often struggles to fit the specific needs of regulated advice businesses. This creates demand for vertical AI platforms built specifically for adviser workflows and compliance environments.
Marloo’s strategy reflects a wider trend of AI-native startups targeting specialised professional services markets with industry-specific automation products.
Founder Commentary
Co-founders Hardy Michel and Shakeel Lala said the platform represents a structural shift in how advice businesses can operate.
“For too long, the tools available to advisers have been unworthy of that responsibility. Marloo changes that. It does work that was never possible before. Every adviser deserves this, and every client deserves an adviser who has it.”
Their comments highlight the company’s belief that better internal tools can improve not only adviser efficiency, but also the quality of service clients receive.
Growth Plans / Use Of Funds
Marloo plans to use the new funding to expand across the UK and Australia while entering the US market. International growth appears central to the company’s strategy, particularly in English-speaking advisory markets with large wealth management sectors.
The company also intends to broaden its product suite beyond current automation tools, moving toward a more comprehensive platform that can serve as core infrastructure for advisory firms.
Likely investment areas include engineering, product development, compliance functionality, customer success, and commercial hiring as Marloo scales adoption among firms of different sizes.
About Marloo
Marloo is a London-based AI software company founded in 2025 that builds workflow automation tools for financial advisers. Its platform manages tasks such as documentation, compliance support, meeting notes, and client context management. Marloo aims to help advisory firms operate more efficiently, improve continuity across client relationships, and deliver more personalised financial advice at scale.
