- B2B
- Early StageStartup in initial stages
Hubly careers
Hubly is a Barclay’s Techstars backed company who’s business management platform simplifies how financial advisory firms identify, prioritize, and action client opportunities to scale personalized, high-touch services at a fraction of the overhead cost. Hubly makes it possible for RIA firms of all sizes to leverage predictive analytics and data visualization to deliver a repeatable, consistent customer experience across all advisors, locations, and teams.
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Louis Retief
Fintech Entrepreneur, CEO at Hubly. Previously, Project Manager at Wealthsimple.
Ron Gorodetsky
Co-Founder & COO at Hubly.
Valuation
$0
Funded over
2 rounds
Latest round
Pre-Seed (Sep 2019)
Westfield Bank • Westfield • 7 days ago
Raymond James Financial • Saint Petersburg • 2 weeks ago
Movable Ink • Toronto • $190k – $247k • 2 weeks ago
Brightidea, Inc. • San Francisco • $150k – $300k • 3 weeks ago
Wealthfront • New York City • $110k – $140k • 3 weeks ago

