Marloo
PrivateLast Round
Seed
Apr 28, 2026
Total Funding Raised
$12.7M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Marloo is a fintech company that develops an AI-powered platform designed to automate administrative tasks, compliance documentation, and meeting summaries for financial advisers.
Sector
FinTech
Verticals
Wealth Management, CRM, NLP & Conversational AI, Compliance & Risk, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Marloo Comparables
Compare Marloo with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Zeplyn | 92% | |
| Automwrite Ltd | 89% | |
| PlannerPal | 89% | |
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 | Pre Seed, 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.