Marloo, a London-based company building technology for financial advisers, has raised $10 million in seed funding as it accelerates global growth and expands into new markets.
The round was led by Blackbird Ventures, which also backed the company in its pre-seed round just six months ago. With the latest investment, Marloo’s total funding now stands at $12.7 million in less than a year.
Founded by Hardy Michel, Shakeel Lala, and Ben Robertson in 2025, Marloo has quickly gained traction by addressing one of the industry’s biggest pain points: too much time spent on administration and too little time with clients.
Its platform is designed to remove those pressures. Advisers can focus on meetings, planning, and building relationships, while notes, documents, and compliance workflows are handled in the background. Over time, the system can also highlight opportunities that may otherwise go unnoticed because no single adviser has enough time or full visibility across every client interaction.
Direct competitors include FNZ’s Advisor AI, which embeds generative AI into wealth platforms at scale, as well as Cognicor, Finmate, and UK-native players Saturn and Obsidian. Marloo’s differentiation lies in its product-led, adviser-first design approach and its speed of international deployment: six countries in under a year, without enterprise sales infrastructure.
Marloo reports revenue growth of 42% month-on-month for 11 consecutive months, while customer churn has remained close to zero. In under twelve months, the company also onboarded more than 650 financial advisory firms across six countries, including the UK, Canada, Australia, Ireland, South Africa, and New Zealand.
“In under a year, 650 firms across six countries have made Marloo the centre of their practice. 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,” says Samantha Wong, general partner at Blackbird Ventures.
The new funding will be used across three priorities. Marloo plans to strengthen its position in the UK and Australia, where adoption has been strongest so far. It will also expand into the United States and continue developing a broader suite of products aimed at becoming the core operating system for advisory firms.
