What is Hubly?

Hubly's technology  helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships.

Hubly's easy to use technology prevent things from falling through the cracks for you and your entire team.

Our story

Louis Retief and Ron Gorodestky share a passion for personal finance and entrepreneurship. Together they shadowed over 100 working financial advisors to uncover the challenges they faced when trying to provide a complex service to their clients.

They witnessed that financial advisors were unable to effectively manage their unique client relationships, countless workflows, and complex processes at scale with their current technology. Financial professionals needed a better, more robust, and reliable solution to spreadsheets and sticky notes for client tracking and workflow management.

As a result, they built Hubly. Hubly is purpose built to make it easy for financial service professionals to provide exceptional client experience, systematically, at scale.

Hubly Co-founders Ron Gorodetsky and Louis Retief
Hubly software on a laptop

What we're building

Hubly CEO, Louis Retief packing swag bags for Hubly users

Managing so many different projects and clients is time consuming. It requires constant context switching, collaborating with different team members, and tracking countless to-dos. As a result, things fall through the cracks.

That’s why Hubly is building technology that is purpose built for Financial Advisory Firms. With Hubly, you can finally focus your time on what matters most.

Hubly Team

Meet the Humans behind 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 their teams.Take a read through our bios to get to know the faces behind Hubly.

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Louis Retief
CEO & Co-founder
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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Ron Gorodetsky
COO & Co-founder
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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Benj Fayle
CTO
Leading our growing engineering team, Benj brings scalability to our product as we continue to focus on building the most intuitive and comprehensive workflow system for financial advisors. Benj has over 20 years of experience as an angel investor, technology expert, and serial entrepreneur.
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Dvir Guetta
VP Engineering
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.
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Tessa Elliott
Partnerships and Marketing Manager
Tessa's focus is on managing our financial advisor network partnerships and educating advisors about Hubly’s workflow tool. She has past experience in scaling inbound and outbound marketing funnels and partnership development.
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Olivia Law
Community and Support Manager
Olivia comes from a diverse (and active!) background working at organizations such as Lululemon and Soul Cycle. She brings amazing energy to the team and is on a mission to ensure that each customer optimizes Hubly to enhance their business.
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Madeline Nachbar
People Operations Lead
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.
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James Wheadon
Customer Success Specialist
James is no stranger to technology for he has worked in the technology industry throughout his entire career. Originally from the UK, James brings his energy, experience, and talent to training Hubly's growing community of Financial Advisors.
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Blair Owens
Customer Support Specialist
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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Kevin Perera
Sales Operations Coordinator
Kevin has extensive experience in finance and operations having worked in financial operations in full service brokerages, wealth management firms, and credit unions. He brings his entrepreneurial spirit along with his love for process improvement and problem solving to Hubly.
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Jagreet Dhadli
Digital Marketing Specialist
Jagreet is a self-proclaimed digital marketing nerd. She brings a deep understanding and love for using stories to convey a strong message. Jagreet's focus at Hubly is to increase brand awareness to ensure Hubly’s mission is communicated to our customers.
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Lerri-Ann Williams
Sales Development Representative
Lerri's focus is to uncover the challenges advisors face in their day-to-day routine and to provide education about how Hubly can improve process flows. Having run her own business, Lerri-Ann is no stranger to merging innovation and creativity to solve business bottlenecks.

Ready to discover a
better way to work?

Schedule a call with a Hubly expert
"Our workflows are more efficient because of Hubly, and dare I say fun!"