We are on a mission to empower financial services professionals with better enablement technologies and tools that make it possible to scale their services and processes.
Our team wakes up every day to make the lives of financial advisors easier and ensure that more families can access comprehensive financial planning and advice.
We love working with RIAs, Hybrid RIAs, and Broker Dealer Firms that:
Are hungry and ambitious to grow and meet the needs of their clients
Are the quarterbacks to their clients holistic financial lives
Provide upfront comprehensive financial planning
Are working to scale a repeatable client experience
Meet the Co-Founders who believe in building technology that powers the future of financial planning and advice.
Co-Founder & CEO
"I am on a mission to understand the challenges facing the financial advisory industry today and build solutions that will empower all advisors everywhere to serve more clients."
Co-Founder & COO
"I absolutely love high-touch financial planning operations and work hand-in-hand with our advisory firms every day to understand your challenges and ensure that your firm's processes set you up for scale."
Hubly Business Advisors
We have surrounded ourselves with top-tier business leaders and advisors from across multiple industries that share their experience and guidance to help our team ensure that we can meet the challenges faced by advisors today.
A Chartered Professional Accountant (CPA, CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM) with close to 20 years of experience in Financial Planning and Portfolio Management and over 35 years in Tax Planning.
Product Development Advisor
Having been part of startups and Fortune 500 companies both in Vancouver and Silicon Valley, Bosky is an entrepreneur, a builder, an innovator, a product strategist and a people coach with 18 years of experience growing SaaS organizations.
Fundraising and Strategy Advisor
A serial entrepreneur and passionate investor, Matt is an advisor or investor in dozens of startups including Alto, Optimizely, Gusto, PhenomPeople, Clora, GrabCAD, Lyte, Worklife, Addressable, Appcues, Lift Aircraft, Cambridge Cancer Genomics, Bank Novo, Tenderd, Taprecruit.
Leadership Mentor and Advisor
A serial entrepreneur with deep technical and business knowledge across various areas. Full company life cycle experience from ideation and customer discovery though extensive IP and inventive product development, including licensing and sales, as well as culture building and growth.
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.
Interested in learning more?
Schedule a free 30-minute strategy call with our team to determine if Hubly is a right fit for you.