Marloo, the AI-first platform reimagining financial advice, has announced a $2.7 million funding round to accelerate its mission of giving financial advisers the technology they truly deserve.

Built to replace clunky, outdated systems, Marloo’s assistant is designed to be beautiful, intuitive, and AI-first—freeing advisers from paperwork so they can spend more time where it matters: with their clients.

The round was led by Blackbird Ventures, early backers of Canva, with participation from CoVentures and a distinguished group of fintech operators and founders including Tom Hambrett (Revolut), Sam Halse (Adyen), Philip Fierlinger (Xero), Tom Kelly (Heidi Health), and Warren Hogarth (Tilt).

Samantha Wong, General Partner at Blackbird Ventures, said:

“What makes the Marloo team exceptional is their product obsession: prioritising a beautiful, intuitive AI-first experience, adopting a global-first mindset, and building a product-led strategy that reminds us of the early days of Canva.”

Rapid Growth and Adviser Enthusiasm

Since launch, adviser adoption has been surging at 45% month-on-month, with many calling Marloo their “most loved AI solution.” The new funding will fuel faster product development, with features shaped directly by adviser feedback.

Key innovations include:

• Customised meeting templates for AI-generated notes in each adviser’s exact style.

• Knowledge on demand, turning years of client conversations into a searchable archive.

• Seamless team collaboration, with secure sharing and contextual notes.

• Enterprise-grade security, including SOC 2 Type 2 and GDPR compliance.