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.

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.

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.

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 people processes.

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.

Technology guru Blair helps our customers fully utilize Hubly for their firm's unique needs. With experience running his own business, he understands business challenges, has a customer-first mindset, and brings a sense of calm and positive energy to every moment.

Lerri's focus is to uncover the challenges advisors face in their day-to-day routine and to provide education about how Hubly can improve process flows. Having run her own business, Lerri-Ann is no stranger to merging innovation and creativity to solve business bottlenecks.

Fred has experience working at startups like Betterment to large firms like EY, launching hybrid advice and financial planning products. With an affinity for personal finance and advisor workflows, he is dedicated to enhancing how financial advisors utilize Hubly.

Kai is obsessed with all things data and is a self-proclaimed life long learner. She has plenty of experience managing operations in the RIA space and was actually a Hubly super-user before joining our team. Kai leverages important data to help tailor our product for our users.

Meghan is a financial services professional with 20+ years experience in a variety of roles including business development, operations, and client service. She was introduced to Hubly as a user of the software and now brings her knowledge to our customer training and support team.

Jitender is an asset to the Hubly team with her years of experience in both finance and HR. She creates frameworks to empower employees and help our team grow. She lives by the mantra that people and culture are the key to elevating an organization's success.

Alastair has worked in the technology industry for well over a decade, with a lengthy career as a software engineer on a wide variety of systems. He brings his technical experience and an appreciation of clean design to Hubly, greasing the gears between product features and the engineering magic behind them.

Arthur became passionate about software development early on in his life. Throughout his career, he developed technologies for the Manufacturing Industry, Digital Transformation Companies, and Investment Banks. Now Arthur is excited to contribute to the continued development of Hubly’s SaaS.

Don has spent his career elevating the experience of software users by providing highly-tailored support and training services. He is dedicated to the idea that technology can be used to enhance almost any pursuit, and strives to improve efficiency for himself and his clients.

Tim is a copywriter with over a decade of experience in B2B SaaS and enterprise technology. He loves to find creative ways to talk about technical challenges, and connect professionals with solutions that make their lives better.

Josh has over 10 years of experience in the fintech industry as an investor, operator and entrepreneur. He holds an MBA from the University of Chicago Booth School of Business, and brings vision, leadership and passion to the Hubly team.

Trenton has worked in sales for the past six years. He is no stranger to the fintech and Saas industries, and has been privileged to work at both new startups and established legacy software companies. He is excited to help Hubly become a significant player in the fintech industry.

Joshua is a results-driven sales professional with over 10 years of experience in marketing and financial products. At Hubly, he applies his knowledge of business, sales strategies and exceptional presentation skills to match clients with solutions that will help them reach their goals and grow.

Cory has worked in fintech for over 15 years. At Hubly, he works closely with advisors to deliver better support and advice to their clients. He especially enjoys helping advisors that work with populations that are historically underserved with respect to investment and planning advice.

Kim is a bilingual sales executive with 15+ years of multi-industry sales experience, focusing on sales strategy and account management. She is dedicated to creating outstanding client relationships and believes that long-term partnerships are built on trust.