Marloo
PrivateLast Round
Seed
Apr 28, 2026
Total Funding Raised
$12.7M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Marloo is a fintech company that develops an AI-powered platform designed to automate administrative tasks, compliance documentation, and meeting summaries for financial advisers.
Sector
FinTech
Verticals
Wealth Management, CRM, NLP & Conversational AI, Compliance & Risk, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Marloo Comparables
Compare Marloo with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Zeplyn | 92% | |
| Automwrite Ltd | 89% | |
| PlannerPal | 89% |
Marloo Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Apr 28, 2026 | ||||
| Pre Seed | Sep 9, 2025 |
Marloo Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Icehouse Ventures | Pre Seed, Seed |
| Co Ventures | Pre Seed |
| Co Ventures | Pre Seed |
| Blackbird Ventures | Pre Seed, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 18, 2026
Grew 36% QoQ, from 28 to 38 employees.
- Jul 17, 2026
Grew 48% QoQ, from 25 to 37 employees.
Marloo Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Marloo's valuation, stock price, and market status.
Is Marloo a public or private company?
Marloo is a private company.
What is the current stock price of Marloo?
Marloo is a private company with no public stock price. No recent secondary market data is available.
How much is Marloo worth (valuation)?
Valuation information for Marloo is not publicly available.
Can I buy Marloo stock?
Marloo shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Marloo's last funding round?
Marloo's most recent funding round was Seed on April 28, 2026.
Who are the main investors in Marloo?
Key investors in Marloo include Blackbird Ventures.
Will Marloo IPO soon?
No public IPO plans have been announced for Marloo.
How can I track Marloo secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Marloo's secondary market activity and sign up for updates.