Beyond the notetaker

Marloo has raised a $10m USD seed round led by Blackbird Ventures, with participation from Icehouse Ventures. Blackbird are doubling down on their pre seed investment from six months ago. It brings total funding to $12.7m USD in twelve months, and accelerates what we're building: the AI partner for every financial adviser.

Twelve months ago, Marloo did not exist. Today, more than 650 firms across six countries are paying customers, with revenue growing more than 40% month on month and customer churn close to zero.

Every advice firm would benefit from a partner like Marloo. We got there early and the advantage is already showing. More capacity, stronger compliance, and advisers who can focus on what they do best. This is what the future of the profession looks like and I am excited to see how it develops further.

— Max Spurgeon, Legal and Medical

Marloo has changed my working world. Since January, my close rate with clients has risen to 90%, my work rate has quadrupled, and I've been actively showing other advisers what it can do.

— Paul Shorten, Blacktower Financial

AI notetakers were just the start. What advisers need is a partner that takes on the work around the advice itself, the documents, the compliance, the client context that carries across every conversation, so they can amplify what they do best. Advisers show up for the client and Marloo helps them handle everything else. The firms using Marloo have already chosen this way of working.

Marloo has not stopped blowing my mind. Work that would have taken thirty minutes in Excel now happens instantly, inside the same platform I use for everything else. It started as a notetaker. It's becoming the way I run my practice, and I think it's going to run the whole profession.

— Alexander Rankin CFP, Director, Artisan Wealth

Marloo has changed the economics of our practice. Advice documents that took eight hours now take less than half that. We've grown client capacity without hiring, enabling us to focus more on delivering for our clients. Marloo is quickly becoming a significant backbone of our business.

— Ashley Pickett, Director, Everest Wealth

Marloo was built with the profession, not just for it. A third of our team have worked as financial advisers, and every workflow, every product decision, every line of code we ship comes from doing the job.

In 20 years in this industry, Marloo is the biggest leap in technology I've ever seen. I was sceptical at first. Now I'm saving seven hours a week, I'm fully present with every client, and I'm catching things I used to miss. It's changed how I do the job.

— Simon Hepple, Wealth Adviser

Before Marloo, I was turning clients away because I couldn't get the admin done. Now I'm saving ten hours a week and saying yes to every client who walks in. Marloo isn't saving me time; it's growing my business.

— Terry Vogiatzis, Founder, Omura Wealth

This is a generational moment for advice. For the first time, advisers have a partner that gives them leverage on their time, expertise, and every client relationship they have built.

What this round unlocks

The funding accelerates three things: deeper partnership with the advisers already on Marloo; broader reach to the ones who have not yet found us; and a product that defines what an AI partner can be for the profession.

Hardy, Shak and Ben are building with the kind of clarity, velocity, and obsession that defines generational companies. They truly understand this profession from the inside. What they have built is elevating the entire profession and what every adviser is capable of. It reminds us of the early days of Canva.

— Samantha Wong, General Partner, Blackbird Ventures

To the firms who run on Marloo, thank you for your feedback, your trust, and for shaping the product with us. To Blackbird, thank you for backing us early and being true partners. To our team, thank you for working tirelessly to make it real.