Marloo, the London-headquartered AI partner for financial advisers, has announced a $10m seed funding round aimed at taking the profession beyond what it describes as the notetaker era.
The round is led by Blackbird Ventures, which previously backed Marloo at pre-seed stage just six months ago, bringing the company’s total funding to $12.7m in under a year. Blackbird, known as the first and largest investor in Canva, has drawn a parallel between the design platform’s impact on its industry and what Marloo could do for financial advice.
The new capital will be deployed across three strategic priorities: strengthening Marloo’s presence in the UK and Australia, where it is seeing its fastest uptake; launching into the US market; and completing a full product suite that the company says will position it as the core operating system for advisory firms.
Marloo’s platform handles the administrative and compliance-related burden facing financial advisers, including notes, documents and regulatory requirements, freeing them to focus solely on client-facing work. The company says that over time, its AI surfaces client opportunities that would otherwise go unnoticed.
In a joint statement, Marloo co-founders Hardy Michel and Shakeel Lala said: “This is a generational moment for financial advice. For the first time, advisers have a partner that provides them with real leverage on their time, their expertise, and every client relationship they have ever built.
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.”
Blackbird Ventures general partner Samantha Wong said: “Hardy, Shak and Ben are building with the kind of clarity, velocity, and obsession that defines generational companies. They truly understand this profession from the inside. In under a year, 650 firms across six countries have made Marloo the centre of their practice. What they have built is elevating the entire profession and what every adviser is capable of. It reminds us of the early days of Canva.”
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