Hubly company logo
Building technology to power the future of financial advice1-10 Employees
  • B2B
  • Early Stage
    Startup in initial stages
Website
Locations
Company size
1-10 people
Total raised
$380K
Company type
Startup
Markets
Wealth ManagementUsaFin Tech
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Hubly careers

Building technology to power the future of financial advice
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
Avatar for Louis Retief
Fintech Entrepreneur, CEO at Hubly. Previously, Project Manager at Wealthsimple.
Ron Gorodetsky
Avatar for Ron Gorodetsky
Co-Founder & COO at Hubly.
Total raised

$380K

Funded over

2 rounds

Latest round

Pre-Seed (Sep 2019)

image

Extended healthcare plan (medical, disability, dental & vision)

Stock option plan

Work from home - flexible hours

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