About Hubly
Hubly is a Technology company based in New York (United States) founded in 2019 by Sean Rumsby, Ron Gorodetsky, and Louis Retief, and was acquired by Docupace in March 2025. A business management platform is offered for financial advisors. It operates on a SaaS (Software-as-a-Service) and Subscription Services model. Hubly has raised $2.45 million across 2 funding rounds from investors including Docupace, Techstars and Mucker. Its chief executive, as recorded, is Louis Retief. Its website myhubly.com draws about 18 thousand monthly visits. Hubly offers products and services including Hubly CRM, Workflow Templates, and Client Onboarding. Its focus areas include Software and Financial Technology. Its legal entity is Hubly Inc. Its competitors include Planful, Modern Wealth Management and iraLogix; 3 of its 3 listed competitors have raised funding.
Company details
A specialized CRM platform is provided by Hubly for financial advisory firms. Operations are streamlined through scalable workflows, client onboarding, and meeting management. Sectors served include financial planning and wealth management. Solutions such as workflow templates, automation, and visibility tools are designed to enhance efficiency. Client progress tracking and employee onboarding are also supported to ensure consistent service delivery at scale.
- Headquarters New York, United States
- Founders Sean Rumsby, Ron Gorodetsky, Louis Retief
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website myhubly.com
- Social LinkedIn Facebook YouTube
- Acquired by Docupace (Mar 2025)
- Legal Name Hubly Inc.
Products & Services of Hubly
Hubly offers a comprehensive portfolio of products and services, including Hubly CRM, Workflow Templates, and Client Onboarding.
A CRM system is provided for financial advisory firms.
Over 100 templates are offered for advisory workflows.
Consistent onboarding experience is delivered for new clients.
Apps and channels of Hubly
its YouTube channel Hubly has 157 subscribers and 30 videos.
Videos from Hubly
The most watched videos on Hubly's YouTube channel, Hubly (157 subscribers). Click a video to play it here.
More on Hubly.
Funding Insights of Hubly
Hubly has successfully raised a total of $2.45M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $1.45 million completed in November 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $2.45M
- Total Rounds 2
- Last Round Seed — $1.45M
- First Round $1M
(Sep 2019)
- Investors Count 4
All 2 funding rounds of Hubly with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2021 | $1.45M | Seed | – | Mucker, OCA Ventures | |
| Sep 2019 | $1M | Seed | – | Techstars | – |
5 investors in total: 5 institutional.
Investors in Hubly
Hubly has secured backing from 5 investors, including venture fund investors. Prominent investors backing the company include Docupace, Techstars and Mucker.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Accelerator and venture capital firm | mucker.com | Santa Monica, United States | ||
Seed and early-stage US venture capital investments are managed. | ocaventures.com | Chicago, United States | ||
Early-stage software companies are funded by Cascade Seed Fund. | 2014 | cascadeseedfund.com | Bend, United States | |
Startups are accelerated globally without sector restrictions through structured programs. | 2006 | techstars.com | New York, United States | |
Wealth management solutions are delivered for financial institutions and compliance. | 2002 | docupace.com | Los Angeles, United States |
Investor details for Hubly
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Verified entity values are shown only after access is granted.
People of Hubly
5 people are tracked at Hubly (3 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Sean Rumsby | Co-Founder | Leadership |
Ron Gorodetsky | Co-Founder | Leadership |
Louis Retief | Co-Founder & CEO | Leadership |
Fred Egler | Senior Product Manager | Team |
Cooper Shubert | Customer Training Lead | Team |
Complete people profiles for Hubly
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Verified entity values are shown only after access is granted.
Timeline of Hubly
4 dated milestones of Hubly across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Hubly is founded.
- Funding First funding round of $1.0M.
- Funding Latest funding round, Seed, of $1.4M.
- Exit Acquired by Docupace.
Competitors of Hubly
Hubly has 3 listed competitors in our database, 3 of them funded. They include Planful, Modern Wealth Management and iraLogix.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | Financial planning software for IRA recordkeeping is offered. |
Detailed competitors of Hubly
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Hubly
The website of Hubly (myhubly.com) receives about 18K visits a month.
- Monthly visits18K
▲ 12.4% vs previous month
Websites whose visitors overlap most with Hubly. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| surgent.com | 100% | 324.4K | #62,132 | View details | |
| wealthmanagement.com | 97% | 206.6K | #257,816 | View details | |
njcpa.org | njcpa.org | 88% | #626,990 | – | |
| fintech.global | 72% | 188.4K | #260,629 | View details |
Top companies in SME & Vertical Software
3 companies that operate in the same segment as Hubly (SME & Vertical Software) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Business management software is offered for home service providers. | 2007 | Glendale, California, United States | USD 1.1 B | USD 960.97 M | 3,049 | |
Provider of cloud-based POS software solutions for businesses and service providers | 1999 | San Francisco, California, United States | USD 923 M | 2,684 | ||
It offers a platform to schedule & manages appointments for beauty services | 2012 | San Francisco, California, United States | USD 168.82 M |
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Related news about Hubly
Complete news archive for Hubly
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Frequently Asked Questions about Hubly
Hubly was founded in 2019.
Hubly is headquartered in New York, United States. It is registered at New York, New York, United States.
Louis Retief is the CEO of Hubly, as recorded in our data. They have also founded this company.
Hubly is a funded company, having raised a total of $2.45M across 2 funding rounds to date. The company's 1st funding round was a Seed of $1M, raised on Sep 2019.
A specialized CRM platform is provided by Hubly for financial advisory firms. Operations are streamlined through scalable workflows, client onboarding, and meeting management. Sectors served include financial planning and wealth management. Solutions such as workflow templates, automation, and visibility tools are designed to enhance efficiency. Client progress tracking and employee onboarding are also supported to ensure consistent service delivery at scale.
Hubly's top competitors include Planful, iraLogix and Modern Wealth Management.
Hubly offers Hubly CRM, Workflow Templates, and Client Onboarding.
Hubly has 5 investors. Key investors include Docupace, Techstars, Mucker, OCA Ventures, and Cascade Seed Fund.
Hubly operates through Hubly Inc..
Yes. Hubly was acquired by Docupace in March 2025.