Marloo
PrivateLast Round
Seed
Apr 28, 2026
Total Funding Raised
$12.7M
Momentum Score
50 /100
Company Overview
Marloo is a technology company developing an artificial intelligence (AI) platform for financial advisers. The platform is designed to reduce administrative burdens by automating tasks such as note-taking, creating meeting summaries, and transcribing client calls in real-time. Its features include customizable meeting templates to generate documents in the adviser's own style, a searchable knowledge base called 'Ask Marloo', and secure team collaboration tools. The company aims to help advisers in the wealth management, planning, insurance, and mortgage sectors focus more on client relationships and less on paperwork. Marloo was founded in 2024 and operates in Australia, New Zealand, and the United Kingdom.
Sector
FinTech
Verticals
Workflow Automation, Vertical SaaS, NLP & Conversational AI, Wealth Management, Compliance
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Marloo Comps
Public and private peers based on sector, stage, and business model.
Marloo Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Apr 28, 2026 | ||||
| Pre Seed | Sep 9, 2025 |
Marloo Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Icehouse Ventures | Seed |
| Co Ventures | Pre Seed |
| Co Ventures | Pre Seed |
| Blackbird Ventures | Pre Seed, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 28, 2026
$10M round led by Blackbird Ventures.
- Jan 10, 2026
Added AdviceFirst Limited, an SMB in Financial Services.
Marloo Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Marloo's valuation, stock price, and market status.
