What is Hubly?

We help financial advisors and the teams that support them deliver a high-touch, stress-free customer experience at scale. We give you visibility into your business, so you can sleep at night knowing nothing will fall through the cracks.

We're here for you, so 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

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

👋 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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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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Chief Technology Officer (CTO)

Vancouver, Canada

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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Chief Growth Officer (CGO)

Josh has over 10 years of experience in the fintech industry as an investor, operator and entrepreneur. He holds an MBA from the University of Chicago Booth School of Business, and brings vision, leadership and passion to the Hubly team.

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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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Customer Success Manager

Vancouver, Canada

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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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.

Alastair Pursch

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Technical Product Manager

Victoria, Canada

Alastair has worked in the technology industry for well over a decade, with a lengthy career as a software engineer on a wide variety of systems. He brings his technical experience and an appreciation of clean design to Hubly, greasing the gears between product features and the engineering magic behind them.

Alastair Pursch

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Partnerships and Marketing Manager

Squamish, Canada

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.

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.

Lerri-Ann Williams

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Sales Development Representative Lead

Windsor, Canada

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.

Lerri-Ann Williams

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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HR Operations Coordinator

Vancouver, Canada

Jitender is an asset to the Hubly team with her years of experience in both finance and HR. She creates frameworks to empower employees and help our team grow. She lives by the mantra that people and culture are the key to elevating an organization's success.

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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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Customer Support Specialist

Calgary, Canada

Don has spent his career elevating the experience of software users by providing highly-tailored support and training services. He is dedicated to the idea that technology can be used to enhance almost any pursuit, and strives to improve efficiency for himself and his clients.

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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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Account Executive

Cory has worked in fintech for over 15 years. At Hubly, he works closely with advisors to deliver better support and advice to their clients. He especially enjoys helping advisors that work with populations that are historically underserved with respect to investment and planning advice.

Trenton Johnson

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Sales Development Representative

Vancouver, Canada

Trenton has worked in sales for the past six years. He is no stranger to the fintech and Saas industries, and has been privileged to work at both new startups and established legacy software companies. He is excited to help Hubly become a significant player in the fintech industry.

Trenton Johnson

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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

All Departments

Principle Software Engineer (Hybrid/Remote)

Learn about the team