Marloo Raises US$2.7M in Pre-Seed Funding

Marloo, a London, UK and Auckland, New Zealand-based AI Assistant for financial advisers, raised $2.7m in pre-seed funding.

The round was led by Blackbird Ventures with participation from CoVentures, alongside Tom Hambrett (Chief Legal Officer, Revolut), Sam Halse (former COO, Adyen), Philip Fierlinger (Co-founder, Xero), Tom Kelly (Co-founder, Heidi Health), Warren Hogarth (Co-founder, Tilt), and many others.
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The company intends to use the funds to expand operations and its development efforts to create new features.
Founded by Shakeel Lala, Hardy Michel, and Ben Robertson, Marloo is the developer of AI tools that enable financial advisers to automate note-taking, document creation, and client communication.

It features:

• Customised meeting templates to generate summaries in the exact format and tone users need;
• Ask Marloo anything across stored information;
• Team collaboration with secure sharing capabilities and contextual notes that create holistic client records, ensuring everyone operates from a single source of truth.
• REnterprise-grade security standards including SOC 2 Type 2 and GDPR compliance.

Marloo is already serving wealth, planning, insurance and mortgage firms globally.

FinSMEs