Marloo Limited

Based in New Zealand, Marloo Limited develops an AI-driven assistant for financial advisers, streamlining administrative tasks to enhance productivity and client focus. Marloo Limited specializes in creating AI solutions for financial advisers. Founded in Auckland, New Zealand in 2025, the company successfully closed its first deal on September 9, 2025, raising USD 4. 2 mn in funding led by Blackbird Ventures with participation from CoVentures and Icehouse Ventures.

The firm has not undergone any significant strategic pivots since inception and does not operate as a subsidiary of another entity. Marloo's primary offering is an AI-driven assistant designed specifically for financial advisers, aimed at alleviating the burdens of administrative tasks. The platform automates the generation of meeting summaries, client notes, and compliance documentation, allowing advisers to focus on client relationships rather than paperwork. By integrating seamlessly with existing tools such as Outlook and Google Calendar, Marloo enhances productivity across different meeting platforms, including Zoom and Microsoft Teams.

The product is tailored to adapt to the unique practices and styles of individual firms, ensuring that the documentation produced reflects the adviser’s voice and complies with regulatory requirements. Marloo serves a diverse client base that spans independent financial advisers to large wealth management firms, operating in key markets including Australia, New Zealand, and the United Kingdom. Marloo generates revenue through a subscription-based model, providing its AI tools and services to financial advisers and advisory firms. The pricing structure caters to various client needs and scales according to the size of the firm and the features utilized.

Clients subscribe to access the platform, which includes functionalities such as team management, compliance oversight, and automated note-taking. This transactional relationship enables firms to enhance their operational efficiency and client service without incurring significant overheads. Marloo's offerings are specifically positioned to improve productivity and reduce administrative burdens, thus allowing advisers to deliver superior client service while managing their practice more effectivelyIn September 2025, Marloo Limited raised AUD 4. 2 million in seed funding led by returning investor Blackbird Ventures, with participation from other new investors CoVentures, and Icehouse Ventures.

Individual investors also participated in the round to enhance product development and incorporate new features based on customer feedback. The company plans to expand into new markets, specifically targeting Australia and the United Kingdom, with a focus on establishing a stronger presence by the end of 2026. The recent funding will support these initiatives, allowing Marloo to refine its offerings and respond to market demands.