Marloo
Latest round
- Seed
Last raised
- Apr 2026
Total raised
- $12M
Investors
- 4
About Marloo
Marloo Limited specializes in creating AI solutions for financial advisers. The company was founded in Auckland, New Zealand in 2024 by Hardy Michel, Ben Robertson and Shakeel Lala. Marloo's primary offering is an AI-driven assistant designed specifically for financial advisers, aimed at alleviating the burdens of administrative tasks. The platform automates the generation of meeting summaries, client notes, and compliance documentation, allowing advisers to focus on client relationships rather than paperwork. By integrating seamlessly with existing tools such as Outlook and Google Calendar, Marloo enhances productivity across different meeting platforms, including Zoom and Microsoft Teams. The product is tailored to adapt to the unique practices and styles of individual firms, ensuring that the documentation produced reflects the adviser’s voice and complies with regulatory requirements. Marloo serves a diverse client base that spans independent financial advisers to large wealth management firms, operating in key markets including Australia, New Zealand, and the United Kingdom. Marloo generates revenue through a subscription-based model, providing its AI tools and services to financial advisers and advisory firms. The pricing structure caters to various client needs and scales according to the size of the firm and the features utilized. Clients subscribe to access the platform, which includes functionalities such as team management, compliance oversight, and automated note-taking. This transactional relationship enables firms to enhance their operational efficiency and client service without incurring significant overheads. Marloo's offerings are specifically positioned to improve productivity and reduce administrative burdens, thus allowing advisers to deliver superior client service while managing their practice more effectively.
Who invested in Marloo
4 investors across 2 rounds
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Questions about Marloo
Who invested in Marloo?
Marloo has 4 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Marloo raised?
Marloo has raised 2 venture rounds. Sign up free to see how much each round raised and the total.
When did Marloo last raise money?
Marloo's most recent round on record is a Seed, in Apr 2026.
What does Marloo do?
Marloo Limited specializes in creating AI solutions for financial advisers.
Where is Marloo headquartered?
Marloo is headquartered in Auckland, New Zealand.
Which VCs invest in companies like Marloo?
Among active investors with capital left to deploy, IAG Firemark Ventures, Blackbird, AirTree Ventures and Square Peg back financial services companies at Marloo's stage. Their profiles are linked below.
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