Marloo has Raised a $10 Million USD Seed Round Led by Blackbird Ventures

Marloo, building AI for financial advisers, led by Hardy Michel, Shakeel Lala, and Ben Robertson, has raised a $10 M USD seed round led by Blackbird Ventures, with participation from Icehouse Ventures. Blackbird is doubling down on its pre-seed investment from six months ago, bringing the total funding to $12.7 M USD in twelve months.

“Every advisory firm stands to benefit from a partner like Marloo. Early adoption is already translating into greater capacity, stronger compliance, and enabling advisers to focus on their core expertise. This is a clear direction for the future of the profession.”

— Max Spurgeon

“Marloo has significantly transformed day-to-day operations. Since January, client close rates have reached 90%, productivity has increased fourfold, and the platform is now being demonstrated to other advisers.”

 — Paul Shorten, Blacktower Financial

AI notetakers were only the beginning. What advisory firms require is a system that handles the surrounding workload, documentation, compliance, and persistent client context, so advisers can focus on delivering value.

Marloo operates as that layer, supporting everything around the advice itself. Firms adopting the platform are already shifting toward this model of working.

“Marloo continues to redefine advisory workflows. Tasks that once required significant time in spreadsheets are now completed instantly within a single platform. What began as a notetaking tool is evolving into the operating system for running a practice, and potentially the broader profession.”

— Alexander Rankin, Director, Artisan Wealth

“Marloo has reshaped the economics of advisory practices. Documents that once took hours are now completed in a fraction of the time, increasing client capacity without additional hiring and allowing greater focus on client delivery. The platform is quickly becoming a core backbone of operations.”

— Ashley Pickett, Director, Everest Wealth

Marloo was built alongside the profession, not just for it. A significant portion of the team has direct experience as financial advisers, shaping every workflow, product decision, and system design from real-world practice.

What this round unlocks

The funding accelerates three priorities for Marloo: deeper partnerships with existing advisers, expanded reach to new firms, and continued product development to define what an AI partner can be for the profession.

“Hardy, Shak, and Ben are building with the clarity, velocity, and focus that define generational companies. Their deep understanding of the profession is translating into a product that elevates what advisers can achieve, reminiscent of the early days of Canva.”

 — Samantha Wong, General Partner, Blackbird Ventures