Marloo, an AI startup helping financial advisers manage client portfolios, is growing at 37% monthly revenue growth since its inception 15 months ago. The company has onboarded more than 900 paying advisory firms across eight countries and is expanding into the US. Founded by veterans of retail investment platforms Sharesies and Lightyear, Marloo raised $13 million across two funding rounds just six months apart — $3 million pre-seed and $10 million seed. The platform uses AI to help advisers quickly identify which clients are affected by market changes, such as interest rate moves, reducing manual portfolio analysis. The founders say AI enables advisers to spend less time on paperwork and more time providing personalised advice to clients navigating complex financial decisions around retirement, family planning, and home ownership.

Marloo, an AI platform for financial advisers, has raised $10 million in seed funding led by Blackbird Ventures, with participation from Icehouse Ventures. The round brings total funding to $12.7 million in 12 months. Founded by Hardy Michel, Marloo has onboarded over 650 paying firms across six countries since launching a year ago, with revenue growing 40% monthly. The platform automates compliance, suitability reporting and client management workflows. Michel said Marloo spent six months embedded with adviser firms before development, aiming to create software advisers "genuinely love using" rather than compliance-driven tools. Around a third of staff are former financial advisers, embedding practitioner expertise into product development. The company has negotiated zero data retention agreements with OpenAI and Anthropic to address adviser concerns around compliance and data security.