What Hubly Does

Financial planning is a complex process that needs to be personalized for each client. That’s why Hubly is purpose built for Financial Advisors and their teams. Hubly’s easy to build workflows allow you to provide a pro-active and customized client service, while preventing things from falling through the cracks. Start your work day with focus — and stay focused — by automating repetitive tasks and delegating work. With Hubly you can finally focus your time on what matters.

Hubly video - discover a better way to work
Our awesome features

Who We Are

Our team is made up of diverse and talented individuals driven by a desire to revolutionize the workday of financial service professionals. We work diligently to help you build and scale your business, ensuring that your team increases in productivity, happiness, and efficiency. We are here to help you take back control of your day and build your business with you.

Meet the Humans behind Hubly

Why We're Here

Being passionate about personal finance, Hubly Co-Founders, Ron and Louis, took a deep look at the financial advisory market by shadowing and interviewing over 100 financial advisors. Their aim was to uncover the challenges advisors face when trying to provide a complex service to their clients at scale. It quickly became clear that financial advisors were unable to effectively manage their countless workflows with the current technology. Louis and Ron decided to change that by building technology to make it easy for advisors to provide their services systematically at scale.

Hubly's Co-Founders, Louis Retief and Ron Gorodestky
Dennis McNamara and John Munley - wHealth Advisors

Who Hubly is Built For

We love working with RIA's, Hybrids RIA's and Broker Dealer Firms who are:

Ambitious and hungry for growth

Strive to exceed their clients' expectations

Quarterbacks to their client's holistic financial lives

Provide upfront comprehensive financial planning

Working to scale a repeatable client experience

Hubly is Backed By

Hubly is backed by the Barclays Accelerator, powered by Techstars in New York. This program offers fintech startups unprecedented access to the networks of Barclays and Techstars all from the financial capital of the world.

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Interested in Learning More?

Schedule a free 30-minute strategy call with our team to determine if Hubly is a right fit for your firm.