At Marloo, we believe financial advisers deserve better. Better than clunky 1990s software that buries their passion for helping clients under mountains of paperwork. Better than legacy systems that fight them every day instead of empowering their important work.
Our mission is simple: to build the world's most loved AI assistant for financial advisers. One that's beautiful, intuitive, and truly AI-first. We want to unshackle advisers from their desks and put them back at their clients' side, focusing on what they do best: strategic relationships and helping clients grow their wealth.
Today, we're thrilled to announce that we've raised $2.7 million to accelerate this mission and deliver even more value to our rapidly growing community of advisers across the United Kingdom, Australia, and New Zealand.
We're incredibly grateful to our investors who share our vision for transforming financial advice. This round was led by Blackbird Ventures (the first investors in Canva) with participation from CoVentures, alongside an impressive group of fintech leaders and successful founders including Tom Hambrett (Chief Legal Officer, Revolut), Sam Halse (former COO, Adyen), Philip Fierlinger (Co-founder, Xero), Tom Kelly (Co-founder, Heidi Health), Warren Hogarth (Co-founder, Tilt), and many others.
As Samantha Wong from Blackbird Ventures put it: "What makes the Marloo team exceptional is their product obsession: prioritising a beautiful, intuitive AI-first experience, adopting a global-first mindset, and building a product-led strategy that reminds us of the early days of Canva."
This backing isn't just financial, it's validation from industry leaders who understand the transformative potential of AI-first solutions in financial services.
The response from advisers has been extraordinary. We're seeing 45% month-on-month adoption as word spreads, with advisers calling Marloo their "most loved" AI solution. This funding will allow us to accelerate development of new features driven by your incredible feedback and serve our expanding community even better.
Here's what makes Marloo different and what we're building on:
Customised meeting templates that ensure every detail counts by guiding our AI to generate summaries in your exact format and tone. No more post-meeting edits, just perfect notes in your unique style.
Ask Marloo anything across all your stored information. Transform your entire archive into an active, instantly searchable knowledge base where you can find critical details from conversations years ago or generate comprehensive client journey summaries.
Seamless team collaboration with secure sharing capabilities and contextual notes that create holistic client records, ensuring everyone operates from a single source of truth.
Built-in security advisers expect: Marloo adheres to enterprise-grade security standards including SOC 2 Type 2 and GDPR compliance.
Looking ahead
This investment enables us to accelerate our roadmap and continue delivering the AI-first technology advisers deserve in 2025. We're committed to maintaining our focus on what matters most: creating solutions that are not just powerful, but genuinely delightful to use.
We're building for advisers who didn't get into this profession to fight with software, but to make a real difference in their clients' financial futures. Every feature we develop, every improvement we make, is guided by this principle.
And this problem is not just unique to Financial Advisers, which is why today Marloo is already serving wealth, planning, insurance and mortgage firms globally and growing incredibly fast as advisers finally get technology that works for them.
If you're ready to experience why advisers call Marloo "beautiful, fast and simple," we invite you to join our community. Sign up takes just 2 minutes, and you can start with a free trial (no card details required).
Thank you to our investors for believing in our mission, and thank you to our adviser community for your trust, feedback, and partnership as we build the future of financial advice together. We’re just getting started.
Ready to transform how you work? Start your free trial today.
Marloo is an AI Assistant transforming how financial advisers work across the United Kingdom, Australia, and New Zealand. Founded by Shakeel Lala, Hardy Michel, and Ben Robertson, Marloo adheres to enterprise-grade security standards including SOC 2 Type 2 and GDPR compliance.
