Why We're Here
Being passionate about personal finance, Hubly Co-Founders, Ron and Louis, took a deep look at the financial advisory market by shadowing and interviewing over 100 financial advisors. Their aim was to uncover the challenges advisors face when trying to provide a complex service to their clients at scale. It quickly became clear that financial advisors were unable to effectively manage their countless workflows with the current technology. Louis and Ron decided to change that by building technology to make it easy for advisors to provide their services systematically at scale.