Dennis McNamara, wHealth Advisors
Dennis McNamara
Co-Founder, wHealth Advisors
"Hubly has quickly become the single most valuable tool in our firm’s tech stack."

How Hubly has helped recent advisory firms

workload capacity
Ridgeline Financial Partners logo
new client
onboarding capacity
James Phillips financial Logo
8 hrs
work saved
per week/staff
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"Helping our business go to the next level for service and office harmony!"
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Read full reviews (5)
"Best tool in our tech stack"
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Read full reviews (8)

User Stories

Hubly is used by over 500 financial service professionals. Read our customers stories to learn about the impact that Hubly has had on their financial advisory firms.
Phillips Financial Advisors

How James Used Hubly to Smash Through Barriers Preventing Business Growth

“My firm was growing at such a fast pace that I was worried about dropping the ball. I had post-it notes everywhere, pieces of paper I was writing lists on, and I was trying to use the current CRM’s and their workflows, but they just didn’t work for us.”

-James Phillips, Phillips Financial Advisors

Ridgeline Financial Partners

How Meghan’s Team of 5 Uses Hubly to Function like a Team of 10

“How much we are managing, from an ongoing client service standpoint, simply wouldn’t be possible without Hubly.”

-Meghan Rutherford, Ridgeline Financial Partners

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"Our workflows are more efficient because of Hubly, and dare I say fun!"
-Vincent R. Barbera, Newbridge Wealth Management