Fundraising Fox
Hubly
Techstars '19Vancouver, CA · Founded 2019 · 5 employees on LinkedIn · 5 known investors
Find your way into Hubly
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.
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 application platform that enables enterprises to build custom apps with built-in integrations to core business systems without writing code. The platform provides pre-built connectors to popular enterprise software and allows users to configure integrations directly within the app builder.
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 portfolio management solutions and investment consulting services to independent financial advisors, offering curated investment strategies, rigorous due diligence on investment managers, and personalized practice-based advisory support.
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.
- 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.