AI/Machine Learning

Kiwi financial advice AI assistant Marloo banks $4.2 million pre-Seed

- September 9, 2025 2 MIN READ

An AI assistant designed for financial advisers, developed by New Zealand fintech Marloo has trousered A$4.2 million in pre-Seed funding. This round was led by Blackbird Ventures, with support from CoVentures, Brand Fund and a Who’s Who of angel investors, including Xero cofounder Philip Fierlinger, Stake’s Matt Leibowitz, Halter’s Craig Piggott, Heidi Health’s Tom Kelly,… Read more »

Funding

Fintech Lumiant banks $5.26 million in Seed round

- March 27, 2023 2 MIN READ

Financial advice fintech Lumiant has raised $5 million in a second self-described “Seed” round. The funding came from two growing independent advisory firms, Australia’s Invest Blue and US firm Savant Wealth Management.  Lumiant is a cloud-based advice platform designed to improve financial advisers’ and clients’ advice outcomes. The funding is earmarked for US expansion and… Read more »

Lumiant, Santiago Burridge
Funding

Financial advice fintech Lumiant looks to raise $2 million more from crowdfunding

- June 16, 2021 2 MIN READ

Financial advice startup Lumiant, has extended its $1.17 million seed capital raise through equity crowdfunding site Equitise and is now looking to raise a further $2 million. The fintech it’s seeking the additional capital amid high demand for its services to investing in its ability to scale and increase distribution across Australia. Lumiant is a… Read more »

Topic

Financial advisers are backing a crowdfunding campaign for an $11 million independent ratings startup

- July 5, 2019 3 MIN READ

Adviser Ratings CEO Mark Hoven and MD and co-founder Angus Woods. Source: supplied Sydney-based independent financial advice rating and data startup Adviser Ratings has turned to crowdfunding as it seeks to respond the banking royal commission’s findings into conflicts of interest in the sector. The Series A raise through equity crowdfunding platform Birchal launched publicly… Read more »