Overview
Connections
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials

Funding and backers

Total raised
$10M
1 round on record
Latest round
$10M
Venture round · Apr 2026 · 6 mo ago
Team
51-200
employees, estimated range
Hiring now
8
+1 posted in 30 days
The money's age
Fresh money
6 months since the last round · and hiring
Momentum
40/100
hiring for its size, in the news, fresh money
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Apr 28 Raised a round Venture round $10M · led by Blackbird · TNW Investors-funding
Tractionpublic signals, read monthly
Web presence
top 10%
of 133.2M domains by links, Common Crawl
Funding rounds
RoundDateAmountInvestorsSource
Venture round Apr 2026 $10M Blackbird lead TNW Investors-funding
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Similar startupsby what they do, their industry and backers
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Saturn is a British financial technology company that builds AI software for financial advice firms. Its platform automates client data…
JumpSeries A $20M · 20 mo ago · 51-200 employees · 9 roles
Jump is the AI software that gives financial advisors a true AI assistant. Turn meetings, emails, and documents into notes, workflows, and…
ZocksSeries B $45M · 9 mo ago · Founded 2022 · 51-200 employees · 21 roles
Founded in 2023, Zocks is an AI-powered platform designed specifically for financial advisors to streamline client interactions and…
FartherSeries A $15M · 4 yr ago · Founded 2019 · 51-200 employees · 36 roles
Farther is a New York wealth technology company founded in 2019 that equips financial advisers with modern software. Its platform automates…
Savvy WealthSeries C $100M · 1 mo ago · Founded 2021 · 51-200 employees · 28 roles
Savvy Wealth is a digital wealth management company headquartered in New York City and founded in 2021. The company operates a registered…
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Overview

Marloo uses AI to help financial advisers stay organised and take better meeting notes, so they can focus on what they do best – rather than paperwork.

News

News Fortune 3 months ago
Our AI startup is growing 40% a month helping financial advisers do what they love: giving advice
Our growth has come at a time when the investment landscape is more complicated than ever. It's no coincidence.
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Report
News Pulse 2.0 7 months ago
Marloo: $10 Million Raised For AI Platform Built For Financial Advisers
Marloo, an AI platform designed to handle the administrative and operational work surrounding financial advice, has raised $10 million in a seed round led by Blackbird, the venture firm known as an early backer of Canva. The round follows Blackbird's $2.7
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Report
News TNW Investors-funding 7 months ago
Marloo raises $10M led by Blackbird Ventures to replace the AI notetaker with an AI operating system for financial advisers
Marloo raises $10M led by Blackbird Ventures for its AI platform for financial advisers. 650 firms, 40%+ monthly growth, near-zero churn in under a year.
Read more
Report
News theaustralian 1 year ago
No Cookies The Australian
No Cookies The Australian
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Report

Tech stack

Technologies named in job postings at Marloo over the last 12 months, by layer, with the share of postings for each.
Technologies in use
4
Postings analysed
17
Stack modernity
63/100AI adopter
Developer tools
Canva100%
AI & ML
ChatGPT6%
Claude6%
Practices & domains
AIOps6%
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Growth

Hiring Momentum
58/100
Growing
Open positions
8
1 opened / 5 closed in 30 days
Median time-to-fill
40 days
faster than 33% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics +100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Sales
39% ▼
Customer Success
28% ▲
Backend
17% ▼
Administrative
6% ▼
Early Careers
6% ▼
Solutions
6% ▲
Activity Timeline
+7 jobs in a week Sep 2026
Added Claude to stack Sep 2026
Added ChatGPT to stack Sep 2026

Offices

Where the company hires and what each office is for
Cities
3
Hiring now
3
Countries
3
Busiest office
Sydney
Loading the map
Headquarters Builds here Office with open vacancies Tap a pin for the office
Sydney Australia
Sales office
4 open roles 8 posted in 90 days 50-200 est. staff $80k Avg Salary
hires for Sales, Solutions
seen since Aug 2026 job postings
London United Kingdom
Engineering / R&D
3 open roles 7 posted in 90 days 33% engineering 10-50 est. staff $94k Avg Salary
hires for Backend, Sales, Customer Success
seen since Aug 2026 job postings
Wellington New Zealand
Engineering / R&D
1 open roles 3 posted in 90 days 100% engineering 10-50 est. staff $80k Avg Salary
hires for Backend
seen since Aug 2026 job postings

Jobs

$56k – $67k per year · Hybrid · Full-Time · Sydney
Apply
$56k – $79k per year · In office · Full-Time · Wellington
Canva
Apply
$94k – $121k per year · In office · Full-Time · London
Canva
Apply

Financials

Total raised
$10M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
Round Announced Amount
Venture - Series Unknown 2026 $10M Details