Marloo, an AI-first WealthTech firm developing digital solutions for financial advisers, has secured $2.7m in funding to accelerate its product development and expansion.
The investment round was led by Blackbird Ventures, known for backing Canva in its early days, with participation from CoVentures and a number of FinTech leaders and entrepreneurs.
Notable backers include Tom Hambrett, chief legal officer at Revolut, Sam Halse, former COO of Adyen, Philip Fierlinger, co-founder of Xero, Tom Kelly, co-founder of Heidi Health, and Warren Hogarth, co-founder of Tilt.
Marloo builds technology designed to free advisers from outdated, cumbersome systems, with a focus on AI-driven tools that streamline workflows and enhance client relationships.
Its platform provides customised meeting templates, an AI-powered knowledge base, secure collaboration tools, and enterprise-grade compliance features including SOC 2 Type 2 and GDPR adherence.
The company plans to use the new capital to accelerate product innovation and roll out new features tailored to the needs of its growing user base. Marloo reports strong momentum, with 45% month-on-month adoption among advisers in the UK, Australia, and New Zealand.
Blackbird Ventures general partner Samantha Wong said, “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.”
Read the daily FinTech news
Copyright © 2025 FinTech Global
