Fundz

Ex-Sharesies managers raised $4.6m for Marloo, their AI assistant for financial advisers.

PRIVATESep 08, 2025

Amount Raised

$4.6 Million

Round Type

Pre-Seed

WellingtonFinancial ServicesArtificial IntelligenceFintechMachine Learning

Investors

Warren HogarthTom KellyPhilip FierlingerSam HalseTom HambrettCoVenturesBlackbird Ventures

Description

Ex-Sharesies managers have successfully raised $4.6 million for Marloo. This funding will support the development of their AI assistant designed for financial advisers. The round was led by prominent investors in the tech sector. Marloo aims to revolutionize how financial advice is delivered.

Quick answer

Marloo raised $4.6 Million in a Pre-Seed round, dated September 8, 2025. Investors: Warren Hogarth, Tom Kelly, Philip Fierlinger, Sam Halse, Tom Hambrett, CoVentures and Blackbird Ventures. Marloo is based in Wellington, Wellington, New Zealand.

How much did Marloo raise?
Marloo raised $4.6 Million in a Pre-Seed round on September 8, 2025.
Who invested in Marloo?
Warren Hogarth, Tom Kelly, Philip Fierlinger, Sam Halse, Tom Hambrett, CoVentures and Blackbird Ventures are named as investors in this round.
What does Marloo do?
Marloo is an AI assistant designed specifically for financial advisers.
Where is Marloo based and how big is it?
Marloo is based in Wellington, Wellington, New Zealand. Fundz records about 13 employees.
Who are the decision-makers at Marloo?
Fundz holds 1 contact at Marloo. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services and Fintech around the same time

Companies in the same sectors as Marloo that raised within 45 days of this round, from Fundz verified event records.

  • Resistant AI raised $25M (Series B) on October 13, 2025.
  • Translucent raised $7M (Seed) on August 7, 2025.
  • Tracelight raised $3.6M (Seed) on August 6, 2025.
  • Paygentic raised $2M (Pre-Seed) on October 23, 2025.
  • Piere raised $2.1M (Pre-Seed) on October 21, 2025.
  • Aboon raised $18M (Seed) on October 16, 2025.

Who to call at Marloo, and when

A new round usually means Marloo is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Marloo raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Marloo, from your own LinkedIn network

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Company Information

Company

Marloo

Location

Wellington, Wellington, New Zealand

About

Marloo is an AI assistant designed specifically for financial advisers. It aims to streamline financial advisory processes through the use of artificial intelligence. Former managers from Sharesies are behind this innovative venture. The company seeks to enhance the efficiency and effectiveness of financial planning.

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Marloo raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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