Marloo, an Auckland-based WealthTech selling AI-enabled workflow software into UK/ANZAC adviser market, has secured US$2.7 million in pre-seed funding, led by Blackbird Ventures and supported by prominent fintech figures, including Revolut’s Chief Legal Officer Tom Hambrett and former Adyen COO Sam Halse.

Experiencing 45 percent month-on-month growth, Marloo is tackling outdated software that still burdens financial advisers by automating routine tasks such as note-taking, document drafting, and personalised client communications. Its platform includes AI-driven meeting templates, a searchable archive tool called “Ask Marloo,” and secure collaboration features, all designed with compliance to SOC 2 Type 2 and GDPR standards.

Co-founder and CEO Hardy Michel describes the company’s mission as creating “the number one adviser AI assistant” that is simple, intuitive, and valued for its design. With competitors like FNZ’s Advisor AI, Cognicor, Finmate, Saturn, and Obsidian already active in the space, Marloo plans to use the new capital to accelerate product development and expand its global reach.

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