Marloo Raises $10M Seed to Transform Financial Advice
The wealth technology company raises seed funding to scale its AI copilot for financial advisors.
LONDON, April 29, 2026 /Vertropic/ — Marloo, developer of an AI copilot for wealth managers, announced a $10 million seed round to scale its platform for financial advisory firms.
The product assists advisors with client research, portfolio review, and meeting preparation, automating administrative work that reduces the time advisors spend with clients.
Wealth management has faced sustained pressure on advisor capacity as client expectations rise and compliance requirements expand. Technology that increases advisor throughput without adding headcount has drawn significant investor attention.
The funding will support product development and expansion across advisory firms in the UK and internationally.
Vertropic supported the announcement with media placement across fintech and business publications.
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