# Marloo

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/marloo

- Industry: Financial Services
- Headquarters: Auckland, New Zealand
- Website: www.marloo.com/
- Total disclosed funding: $12M
- Latest round: Seed (Apr 6, 2026)
- Investors on record: 4

## About

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. In April 2026, Marloo Limited raised AUD 14 million in seed funding led by Blackbird, with participation from Icehouse Ventures. This round was a larger part of AUD 18.2 million seed and seed extension funding.

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.

The company plans to use the April 2026 seed funding to deepen product capabilities, expand its market reach, and strengthen partnerships with financial advisory firms.

## Funding rounds

- Seed, Apr 6, 2026, $9.7M — Blackbird, Icehouse Ventures
- Seed, Sep 8, 2025, $2.7M — Blackbird Ventures, Icehouse Ventures, Co Ventures

## Investors

- Blackbird Ventures (https://capitalatlas.ai/funds/blackbird-ventures) — Seed
- Icehouse Ventures (https://capitalatlas.ai/funds/icehouse-ventures) — Seed
- Co Ventures (https://capitalatlas.ai/funds/co-ventures) — Seed
- Blackbird (https://capitalatlas.ai/funds/blackbird) — Seed