Fundraising Fox
Hubly
Techstars '19Vancouver, CA · Founded 2019 · 5 employees on LinkedIn · 5 known investors
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Hubly is a workflow management and business operations platform for financial advisory firms that enables advisors to manage client relationships, business operations, and complex processes in a single system. The platform helps financial advisory professionals maintain visibility across their firms and scale their client service delivery.
Founders & leadership
Hubly was founded in 2019 by Louis Retief and Ron Gorodetsky.
CQ
Casey QadirNamed on SEC filing
CM
Casey Mimi GrageNamed on SEC filing
Board
NH
Nancy HarveyBoard director
MF
Mark FisherBoard director
Investors · 5
Techstarslisted by TechstarsBoulder · $220K
How we know: the Techstars portfolio · funding news · Not right? Tell us
Cascade Seed FundreportedBend
How we know: the VCSheet dataset · Not right? Tell us
Mucker CapitalreportedVenice · $250K – $750K
How we know: funding news · Not right? Tell us
OCA VenturesreportedChicago · $1M – $3M
How we know: funding news · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$9.4M disclosed across 2 of 3 rounds · 2021–2024
▶$5MraisedFeb 2025 · 58 investors · Other Health CareRule 506(b)
▶$5MraisedFeb 2025 · 58 investors · Other Health Care
Rule 506(b)Officers, directors & promoters on the filing
- Nancy HarveyDirector
- Casey QadirExecutive Officer, Director
- Mark FisherDirector
- Offering amount
- $5M
- Amount sold
- $5M
- First sale
- Jun 2024
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$4.4MraisedJul 2023 · 104 investors · Other Health CareRule 506(b)
▶$4.4MraisedJul 2023 · 104 investors · Other Health Care
Rule 506(b)Officers, directors & promoters on the filing
- Casey Mimi GrageExecutive Officer, Director
- Nancy HarveyDirector
- Mark James FisherExecutive Officer, Director
- Offering amount
- $5.9M
- Amount sold
- $4.4M
- First sale
- Jul 2023
- Incorporated
- Corporation, Delaware, 2019
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Related companies · 7
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Companies working in the same space as Hubly.
In the news
Frequently asked questions
- What does Hubly do?
- Hubly is a workflow management and business operations platform for financial advisory firms that enables advisors to manage client relationships, business operations, and complex processes in a single system. The platform helps financial advisory professionals maintain visibility across their firms and scale their client service delivery.
- Who founded Hubly?
- Hubly was founded by Louis Retief, Ron Gorodetsky in 2019.
- Who are Hubly's investors?
- Hubly's investors include Long Way Ventures, Techstars, Cascade Seed Fund, Mucker Capital, OCA Ventures.
- How much funding has Hubly raised?
- Hubly has disclosed $9.4M raised across 2 of its 3 known rounds.
- Where is Hubly headquartered?
- Hubly is headquartered in Vancouver, CA.