Marloo, an Auckland, New Zealand–based company that provides an AI assistant for financial advisers, has raised $2.7 million in funding.
Investors
The round was led by Blackbird Ventures, with participation from CoVentures and several prominent fintech leaders and founders.
Blackbird Ventures is one of the largest and most prominent venture capital firms in Australia and New Zealand. Founded in 2012, Blackbird invests in early-stage technology companies across a wide range of sectors, including software, e-commerce, deep tech, robotics, AI, and space. It primarily targets businesses with global-scale potential. The firm manages multiple funds and has invested in more than 170 companies.
Marloo Use of Funds
The funding will be used to accelerate feature development, enhance security, and scale Marloo’s platform across the UK, Australia, and New Zealand.
About Marloo
Founded by Shakeel Lala, Hardy Michel, and Ben Robertson, Marloo is building an AI assistant for financial advisers, designed to replace outdated legacy software with a beautiful, intuitive, AI-first experience. The platform empowers advisers to focus on client relationships rather than administrative tasks, offering features such as customizable meeting templates, searchable knowledge bases, secure team collaboration, and enterprise-grade compliance. Its mission is to build the world’s most loved AI assistant for financial advisers.
Funding Details
Company: Marloo Limited
Raised: $2.7M
Round: Unknown
Funding Date: September 2025
Lead Investor: Blackbird Ventures
Additional Investors: CoVentures; Tom Hambrett (Revolut), Sam Halse (Adyen), Philip Fierlinger (Xero), Tom Kelly (Heidi Health), Warren Hogarth (Tilt), and other fintech leaders
Company Website: https://www.gomarloo.com/
Software Category: AI Assistant / Fintech Software
Source: https://www.gomarloo.com/blog/marloo-raise