Marloo
New York, US · Founded 2025 · 1 known investors
Marloo is an AI assistant for financial advisors that works across meetings, client documents, phone calls, emails, and voice notes to generate advice documents, fill forms, manage tasks, draft emails, and build a complete client picture. It serves wealth management, financial planning, insurance, and mortgage advisors, from independent practitioners to large multi-advisor firms.
AI & Machine LearningFintechSaaS
Founders & leadership
H
HardyCo-founder
Investors · 1
Funding
SEC filings, press & company announcements$10M disclosed across 1 of 2 rounds · 2025–2026
- $10Mseed roundApr 2026 · 2 sourcesSource ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does Marloo do?
- Marloo is an AI assistant for financial advisors that works across meetings, client documents, phone calls, emails, and voice notes to generate advice documents, fill forms, manage tasks, draft emails, and build a complete client picture. It serves wealth management, financial planning, insurance, and mortgage advisors, from independent practitioners to large multi-advisor firms.
- Who are Marloo's investors?
- Marloo's investors include Blackbird Ventures.
- How much funding has Marloo raised?
- Marloo has disclosed $10M raised across 1 of its 2 known rounds.
- Where is Marloo headquartered?
- Marloo is headquartered in New York, US.