What is Hubly?
Hubly allows businesses to unleash the power of effortless financial advisory. Hubly is the key to transforming the financial advisory firm's household experience, making it high-touch and stress-free, even at scale.
Our platform ensures that households receive consistent efficient top-notch service.
Our story
We share a passion for ensuring people are able to access expert financial advice from professionals who understand them.
After shadowing over 100 financial advisors, we uncovered the challenges that advisors and their teams face when trying to provide a complex service to their clients. Advisors are unable to effectively juggle managing a business, their client relationships, and complex processes with their current technology.
We started Hubly to allow financial professionals to gain visibility across their firm and grow with confidence knowing nothing will fall through the cracks.
Our story
Hi! We're the co-founders of Hubly, Louis Retief and Ron Gorodetsky. We share a passion for ensuring people are able to access expert financial advice from professionals who understand them.
After shadowing over 100 financial advisors, we uncovered the challenges that advisors and their teams face when trying to provide a complex service to their clients. Advisors are unable to effectively juggle managing a business, their client relationships, and complex processes with their current technology.
We started Hubly to allow financial professionals to gain visibility across their firm and grow with confidence knowing nothing will fall through the cracks.
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Growth without growing pains
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Hubly provides visibility across your financial advisory firm so that you can sleep at night knowing nothing will fall through the cracks.
Free up time to do more of what you love
👋 We're Hubly
Our talented team of passionate experts bring together a diverse skill set to make Hubly the best productivity tool available for financial advisors and the teams that support them.
Hubly Team
Meet the Humans Behind Hubly! Take a read through our bios to get to know the people that go to work every day to bring your the workflow management system that you know and love.
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