About Hubly

We are on a mission to empower financial services professionals with better enablement technologies and tools that make it possible to scale their services and processes. Our team wakes up every day to make the lives of financial advisors easier and ensure that more families can access comprehensive financial planning and advice. We love working with RIAs, Hybrid RIAs, and Broker Dealer Firms that:

Are hungry and ambitious to grow and meet the needs of their clients

Are the quarterbacks to their clients holistic financial lives

Provide upfront comprehensive financial planning

Are working to scale a repeatable client experience

Our awesome features

Our Founders

Meet the Co-Founders who believe in building technology that powers the future of financial planning and advice.

Louis Retief
Co-Founder & CEO

"I am on a mission to understand the challenges facing the financial advisory industry today and build solutions that will empower all advisors everywhere to serve more clients."

Ron Gorodetsky
Co-Founder & COO

"I absolutely love high-touch financial planning operations and work hand-in-hand with our advisory firms every day to understand your challenges and ensure that your firm's processes set you up for scale."

Hubly Business Advisors

We have surrounded ourselves with top-tier business leaders and advisors from across multiple industries that share their experience and guidance to help our team ensure that we can meet the challenges faced by advisors today.

Gordon Stockman
Industry Advisor

A Chartered Professional Accountant (CPA, CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM) with close to 20 years of experience in Financial Planning and Portfolio Management and over 35 years in Tax Planning.

Bosky Mukherjee
Product Development Advisor

Having been part of startups and Fortune 500 companies both in Vancouver and Silicon Valley, Bosky is an entrepreneur, a builder, an innovator, a product strategist and a people coach with 18 years of experience growing SaaS organizations.

Matt Mickiewicz
Fundraising and Strategy Advisor

A serial entrepreneur and passionate investor, Matt is an advisor or investor in dozens of startups including Alto, Optimizely, Gusto, PhenomPeople, Clora, GrabCAD, Lyte, Worklife, Addressable, Appcues, Lift Aircraft, Cambridge Cancer Genomics, Bank Novo, Tenderd, Taprecruit.

Udi Daon
Leadership Mentor and Advisor

A serial entrepreneur with deep technical and business knowledge across various areas. Full company life cycle experience from ideation and customer discovery though extensive IP and inventive product development, including licensing and sales, as well as culture building and growth.

Hubly is Backed By:

Hubly is backed by the Barclays Accelerator, powered by Techstars in New York. This program offers fintech startups unprecedented access to the networks of Barclays and Techstars, all from the financial capital of the world.

Image alt

Interested in learning more?

Schedule a free 30-minute strategy call with our team to determine if Hubly is a right fit for you.