Start-up Hubly Already Named Finalist in Wealth Management Industry Awards 2022

Start-up Hubly Already Named Finalist in Wealth Management Industry Awards 2022

New entrant to the Wealth Management Industry, Hubly, announced as finalist in the Workflow Automation – Business Support Systems category for the Wealth Management Industry Awards.
Tessa Elliott
3 min to read
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VANCOUVER, BC, June 28th, 2022 — is preparing for it’s 8th annual Wealth Management Awards, known as the “Wealthies”, to acknowledge and celebrate the companies, individuals and organizations who demonstrate outstanding achievement in support of financial advisor success. The Wealthies recently announced the finalists and Hubly was named as a finalist in the category of Workflow Automation – Business Support Systems.  The acknowledgement comes just over two years after Hubly entered the wealth management industry.

With new innovations in businesses and technology, this year’s Wealth Management Industry Awards received a record-breaking number of nominations with about 1,000 submissions from more than 350 companies. You can view and download the full list of finalists. The award winners will officially be announced at the annual Wealth Management Industry Awards ceremony in New York City on September 8th.

“Hubly launched in the middle of the global pandemic with complex market dynamics which impacted the entire world and put many companies out of business,” says Hubly CEO and Co-founder, Louis Retief. “To overcome all those obstacles and also be named a finalist for the “Workflow Automation – Business Support Systems” category for the Wealth Management Awards in less than two short years speaks volumes to the impact we have had on our community of advisory firms. Our vision is to build a platform that empowers financial advisory firms and makes their employees happier and more productive.”

William O’Conor, Managing Director of says; “This year we’re pleased to announce that we’ll be celebrating and honoring our awards finalists and winners with in-person afternoon and evening events in New York City, along with simultaneous virtual broadcasts accessible to a broader audience of awards team members and other wealth management professionals across the nation.”

The recognition by is exciting as Hubly continues to develop its practice management software to make it easy for financial advisors and their teams to deliver exceptional and personalized client experiences.

About Hubly
Hubly is a SaaS company that allows growing financial advisory firms to deliver an exceptional client experience with visual dashboards to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial advisors and their teams.

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