Meet the Humans behind Hubly! Our amazing team of passionate and driven experts bring together a diverse skill set to make Hubly the best workflow tool available for Financial Advisors.
Co-founder & CEO
Louis has been involved in the fintech community for five years, working with two startups in that time. He co-founded Hubly after working in the robo-advisory space where he developed a passion for helping advisors improve the delivery of Wealth Management Services.
Co-founder & COO
Ron is a serial entrepreneur, having started multiple small ventures including a software company which has bootstrapped to over half a million in sales. Ron brings years of experience in managing operations, sales development, and technical product management.
Leading our growing engineering team, Benj brings scalability to our product as we continue to focus on building the most intuitive and comprehensive workflow system for financial advisors. Benj has over 20 years of experience as an angel investor, technology expert, and serial entrepreneur.
With experience working at large organizations such as Amazon Web Services and IBM as well as with technology startups. Dvir first developed his passion for software engineering from his grandfather while growing up in the tech startup hub of Tel Aviv.
Partnerships and Marketing Lead
Tessa's focus is on managing our financial advisor network partnerships and educating advisors about Hubly’s workflow tool. She has past experience in scaling inbound and outbound marketing funnels and partnership development.
Pranay is a recent graduate from UBC and has previously worked with tech startups including Dapper Labs and Collabware. His focus at Hubly is to design new features in order to continue having users love their Hubly experience.
Customer Support Lead
Olivia comes from a diverse (and active!) background working at organizations such as lululemon and Soul Cycle. She brings amazing energy to the team and is on a mission to ensure that each customer optimizes Hubly to enhance their business.
Previously, Madeline worked in a law firm that solely worked with tech start-ups, which is where her passion for the startup world began. Her focus is to ensure that our organization runs like a well-oiled machine by creating and refining processes.
Customer Success Specialist
James is no stranger to technology for he has worked in the technology industry throughout his entire career. Originally from the UK, James brings his energy, experience, and talent to training Hubly's growing community of Financial Advisors.
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.
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.
Sales & Business Development Advisor
Private Equity Associate with a history of working in the venture capital and private equity industry. Skilled in Financial Modeling, Portfolio Analysis, Trading, and Sales Management. Strong finance professional with an MBA focused on Accounting, Finance, Entrepreneurship, and Strategic Management.
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, and Tenderd.
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.
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.
Strategic Sales Advisor
A passionate and creative sales-driven professional with an extensive track record and over 20 years of experience in direct sales, business development, and integrated marketing for both startup and Fortune 500 technology companies.