Loading organizations...
Loading organizations...
Hubly: Practice management software for financial advisory firms, integrating CRM, document management, and automation for client workflows.
Hubly provides practice management software for financial advisory firms, integrating various tools to streamline client workflows. The platform's core offering encompasses functionalities for customer relationship management (CRM), secure document management, scheduling, and comprehensive process automation. It is specifically designed to offer customizable workflows tailored for critical advisory processes such as client onboarding, comprehensive annual reviews, and efficient handling of diverse service requests. Hubly's system aims to significantly enhance operational visibility, automate routine administrative tasks, and prevent common errors, thereby enabling financial advisors and their support teams to deliver high-touch client experiences effectively and at scale. The company primarily focuses on improving client service workflows, optimizing investment management processes, and refining overall household experiences for its customer base within the financial advisory sector.
Hubly has raised $1.0M across 1 funding round.
Hubly has raised $1.0M in total across 1 funding round.
Hubly has raised $1.0M in total across 1 funding round.
Hubly's investors include Mucker Capital, Jason Wang, Jonathan Wasserstrum.
Hubly is a technology company that builds a specialized operating system designed for financial advisory firms. Its platform provides workflow automation and process management tools that help these firms deliver a consistent, high-touch, and stress-free client experience at scale. Hubly’s system streamlines client and employee onboarding, meeting preparation, follow-ups, and account opening, enabling advisory teams to increase efficiency, visibility, and coordination across their operations. The product primarily serves financial advisors and their teams, addressing the challenge of managing complex client relationships and internal processes without dropping critical tasks. Since its founding in 2019, Hubly has demonstrated growth momentum by helping advisory firms scale their processes and improve productivity through customizable workflows and automation[1][2][4][5].
Hubly was founded in 2019 and is headquartered in Canada, with a team distributed globally including members in Indonesia and Tel Aviv. The company was co-founded by Louis, who has a background in fintech and robo-advisory, driven by a passion to improve wealth management service delivery. The founding team includes experienced software engineers with backgrounds at major tech companies like Amazon Web Services, IBM, and Meta, bringing deep expertise in software development and fintech. The idea emerged from recognizing the inefficiencies financial advisors face with existing CRM tools and workflow systems, which were inadequate for scaling client service without errors or missed steps. Early traction came from financial advisory firms that needed a better way to manage workflows and client progress, validating Hubly’s approach to process automation and visibility[4][5][6].
Hubly rides the growing trend of digital transformation in wealth management and financial advisory services, where firms seek to scale personalized client experiences through technology. The timing is favorable due to increasing regulatory complexity, client expectations for seamless service, and the need for operational efficiency in a competitive market. Hubly’s focus on workflow automation and process visibility addresses a critical pain point for advisory firms struggling with manual, error-prone processes and fragmented tools. By enabling advisors to deliver consistent, high-quality service at scale, Hubly influences the broader ecosystem by setting new standards for operational excellence and client experience in financial services technology[1][2][5].
Looking ahead, Hubly is well-positioned to expand its footprint in the financial advisory market by continuing to enhance its platform’s automation capabilities and integration with custodians and other fintech systems. Trends such as increased adoption of SaaS solutions, demand for data-driven client insights, and remote/hybrid work models will shape its growth trajectory. Hubly’s influence may evolve from a workflow tool to a comprehensive operating system that powers the entire client lifecycle for advisory firms, potentially incorporating AI-driven insights and predictive analytics. As firms increasingly prioritize scalable, technology-enabled client service, Hubly’s role as a key enabler of effortless financial advisory is likely to strengthen[5][6].
Hubly has raised $1.0M across 1 funding round. Most recently, it raised $1.0M Seed in December 2021.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Dec 1, 2021 | $1.0M Seed | Mucker Capital, Jason Wang, Jonathan Wasserstrum |