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 prevents things from falling through the cracks for you and your team.

Our story

Louis Retief and Ron Gorodetsky share a passion for personal finance and entrepreneurship. Together they shadowed over 100 working financial advisors to uncover the challenges that they faced in trying to provide a complex service to their clients. They witnessed that financial advisors were unable to effectively juggle their client relationships, countless workflows, and complex processes at scale with their current technology.

Financial professionals needed a better, more robust and reliable solution than spreadsheets and sticky notes for client tracking and workflow management. As a result, Louis and Ron built Hubly.

Hubly Co-founders Ron Gorodetsky and Louis Retief
Learn about the team
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-do's. 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, teams can finally focus their 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 Humans Behind Hubly.

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.
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.
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.
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.
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.
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.
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.
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'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.
Tyson started his journey in Software Development back in 2012 by building tools to help construction managers and estimators. He most enjoys the process of iterating on features, collaborating with Hubly users building an innovative product he is proud of.
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.
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.
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.
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.
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.
Arthur is an experienced web developer with a focus on the frontend but also he enjoys backend API development. Arthur is interested in learning different languages and is based in vibrant Taipei, Taiwan.
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.