Marloo Secures $10 Million to Transform AI Notetaking for Financial Advisers

Published on April 28, 2026

Marloo, a London-based AI startup, has been making strides in the financial advising sector. Previously focused on creating AI notetakers, the company has now pivoted toward developing an AI operating system tailored for financial advisers. This shift addresses inefficiencies often encountered in managing client information and insights.

This change comes as Marloo announced it raised $10 million in seed funding, led . The investment marks a significant commitment, with Blackbird holding a 34% stake after previously backing the company in its pre-seed round. Icehouse Ventures joined as a participant in this funding round.

The founders—Hardy Michel, Shakeel Lala, and Ben Robertson—retain approximately 27% of the company each. The infusion of capital will fuel Marloo’s plans to expand into the U.S., a market that poses vast opportunities but also stiff competition.

This development reflects a growing demand for more sophisticated tools among financial professionals. As reliance on AI increases, Marloo’s comprehensive operating system could reshape how financial advisers interact with technology, potentially improving client service and operational efficiency.

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