What is Hubly?

Hubly is the process management system that provides efficiency and visibility across your financial advisory firm so that nothing will slip through the cracks.

We're here for you, so that you can be there for your clients.

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.
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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.

Learn about the team

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.

Learn about the team

Hubly software on a laptop

Growth without growing pains

Hubly CEO, Louis Retief packing swag bags for Hubly users

Hubly is the provides visibility across your financial advisory firm so that you can sleep at night knowing nothing will ‍

Free up time to do more of what you love

James Phillips family in Hubly shirts

Christopher Clepp spending time with son wearing t shirt saying Hubly

Scott Sather playing ultimate frisbee in Hubly shirt

Sary wearing Hubly t-shirt

James Phillips family in Hubly shirts

Christopher Clepp spending time with son wearing t shirt saying Hubly

Scott Sather playing ultimate frisbee in Hubly shirt

Sary wearing Hubly t-shirt

👋 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.

Want to deliver a high-touch client experience at scale?

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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CEO & Co-founder

Vancouver, Canada

Louis has been involved in the fintech community for five years, working with two startups in that time. He co-founded Hubly after working in the robo-advisory space where he developed a passion for helping advisors improve the delivery of Wealth Management Services.

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COO & Co-founder

Vancouver, Canada

Ron is a serial entrepreneur, having started multiple small ventures including a software company which has bootstrapped to over half a million in sales. Ron brings years of experience in managing operations, sales development, and technical product management.

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Medellin, Colombia

With experience working at large organizations such as Amazon Web Services and IBM as well as with technology startups. Dvir first developed his passion for software engineering from his grandfather while growing up in the tech startup hub of Tel Aviv.

Meghan Rutherford

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Customer Training & Onboarding Manager

Burlington, USA

Meghan is a financial services professional with 20+ years experience in a variety of roles including business development, operations, and client service. She was introduced to Hubly as a user of the software and now brings her knowledge to our customer training and support team.

Meghan Rutherford

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Senior Product Manager

Fred has experience working at startups like Betterment to large firms like EY, launching hybrid advice and financial planning products. With an affinity for personal finance and advisor workflows, he is dedicated to enhancing how financial advisors utilize Hubly.

Madeline Nachbar

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People Operations Lead

Vancouver, Canada

Previously, Madeline worked in a law firm that solely worked with tech start-ups, which is where her passion for the startup world began. Her focus is to ensure that our organization runs like a well-oiled machine by creating and refining people processes.

Madeline Nachbar

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Customer Experience Lead

Niagara Falls, Canada

Technology guru Blair helps our customers fully utilize Hubly for their firm's unique needs. With experience running his own business, he understands business challenges, has a customer-first mindset, and brings a sense of calm and positive energy to every moment.

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Customer Training Lead

Cooper has worn many hats in his 10+ year financial services career. After starting out at a large broker-dealer, he transitioned to the RIA space, where he worked in client service, paraplanning, operations and practice management. He comes to Hubly after successfully implementing the software in his own firm, and seeing firsthand the impact it can have.

Kai Bogdanovich

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San Rafael, USA

Kai is obsessed with all things data and is a self-proclaimed life long learner. She has plenty of experience managing operations in the RIA space and was actually a Hubly super-user before joining our team. Kai leverages important data to help tailor our product for our users.

Kai Bogdanovich

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Senior Software Developer

Vancouver, Canada

Timur has over a decade of experience in software engineering, and has previously worked for AWS and Meta. As part of our engineering team, he leverages his experience to help Hubly build the best product for its customers.

Phillipe Guimarães

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Senior Software Developer

Phillipe has over a decade of experience with software development at companies of all sizes. He’s passionate about user experience, and is excited to help Hubly and its customers go above and beyond!

Phillipe Guimarães

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Software Developer

Vancouver, Canada

Arthur became passionate about software development early on in his life. Throughout his career, he developed technologies for the Manufacturing Industry, Digital Transformation Companies, and Investment Banks. Now Arthur is excited to contribute to the continued development of Hubly’s SaaS.

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Software Developer

Marina is a software engineer with more than 10 years of experience. She has a passion for web application UX design, and has previously worked in cryptocurrency, e-commerce and health tech.

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Senior Copywriter

Toronto, Canada

Tim is a copywriter with over a decade of experience in B2B SaaS and enterprise technology. He loves to find creative ways to talk about technical challenges, and connect professionals with solutions that make their lives better.

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Account Executive

Toronto, Canada

Kim is a bilingual sales executive with 15+ years of multi-industry sales experience, focusing on sales strategy and account management. She is dedicated to creating outstanding client relationships and believes that long-term partnerships are built on trust.

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Sales Development Representative

Vancouver, Canada

Joshua is a results-driven sales professional with over 10 years of experience in marketing and financial products. At Hubly, he applies his knowledge of business, sales strategies and exceptional presentation skills to match clients with solutions that will help them reach their goals and grow.

We're Growing!

Future Opportunity

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Learn about the team