Marloo, an AI platform designed as a productivity and compliance partner for financial advisers, announced a $10 million seed round led by Blackbird Ventures, with participation from Icehouse Ventures, bringing total funding to $12.7 million.
The investment will accelerate product development, expand market reach, and deepen engagement with financial advisory firms already using the platform.
AI Partner for Financial Advisers
Founded within the past year, Marloo has rapidly scaled to over 650 paying firms across six countries, with strong revenue growth and minimal churn. The platform moves beyond AI note-taking by automating documentation, compliance, and client context, enabling advisers to focus on client relationships.
Operational Impact and Adoption
Advisory firms report significant efficiency gains, including reduced time spent on documentation and increased client capacity without additional hiring. The platform is increasingly becoming core infrastructure for advisory workflows.
Product Vision and Growth
The company is building an AI-driven system that integrates deeply into advisory workflows, replacing fragmented tools with a single platform designed alongside industry professionals.