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.
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What we're building
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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.
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Thatâs 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.
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