Hubly
Techstars '19Vancouver, CA · Founded 2019 · 5 employees on LinkedIn · 5 known investors
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.
LR
Louis RetiefinCo-founder
RG
Ron GorodetskyCo-founder
Investors · 5
Competitors · 7
by search overlap
SmartAsset34 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Pipefy28 shared keywordsPipefy is an AI platform that orchestrates autonomous AI agents to manage, automate, and optimize business processes for companies across multiple industries. The platform democratizes access to advanced automation and AI technology for non-technical business teams.
Kissflow26 shared keywordsKissflow is a low-code/no-code application development platform that uses AI to generate enterprise apps and building blocks, with governance, data security, and audit tools for IT and business teams. It offers ready-made applications for industries such as oil and gas, retail, and manufacturing.
Tallyfy26 shared keywordsTallyfy is a workflow and process management platform that helps teams document, run, and track repeatable business processes and tasks to reduce time spent chasing status updates. It targets companies looking to standardize operations and improve visibility across their workflows.
Scribe22 shared keywordsScribe automatically captures and documents work processes, converting institutional knowledge into accessible workflows that teams and AI agents can reference. The platform enables organizations to identify inefficiencies, scale best practices, and integrate workflow data with AI tools for training and automation.
Zapier22 shared keywordsZapier provides a platform for connecting AI models and agents to workflows and business applications, enabling teams to automate tasks across over 9,000 apps without coding. The platform serves enterprises, operations teams, and businesses of all sizes looking to deploy AI-driven automation for lead capture, customer support, employee onboarding, and other business processes.
AssetMark22 shared keywordsAssetMark provides a third-party asset management platform for independent financial advisors, offering wealth management technology, curated investment portfolios, retirement services, and back-office and consulting support. Its tools cover portfolio construction, investment research, client communication, and trust accounting (through a collaboration with Cheetah) for advisory practices.
Companies competing with Hubly for the same Google search keywords, organic and paid, via search-intersection analysis.
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.
- Where is Hubly headquartered?
- Hubly is headquartered in Vancouver, CA.