About Hubly
Hubly is a company based in New York (United States) founded in 2019 by Sean Rumsby, Ron Gorodetsky, and Louis Retief was acquired by Docupace in March 2025. It operates as a SaaS (Software-as-a-Service) and Subscription Services. Hubly has raised $2.45 million across 2 funding rounds from investors including Docupace, Techstars and Mucker. Hubly offers products and services including Hubly CRM, Workflow Templates, and Client Onboarding. Hubly operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and iraLogix, among others.
- Headquarter New York, United States
- Founders Sean Rumsby, Ron Gorodetsky, Louis Retief
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Technology
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- Legal Name Hubly Inc.
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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.
People of Hubly
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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.
Investors in Hubly
Hubly has secured backing from 5 investors, including venture fund investors. Prominent investors backing the company include Docupace, Techstars and Mucker.
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Seed and early-stage US venture capital investments are managed.
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Early-stage software companies are funded by Cascade Seed Fund.
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Investor details for Hubly
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Investments & Acquisitions by Hubly
Investment portfolio details for Hubly
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Financial Statements - Hubly
Detailed financials for Hubly
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Hubly Comparisons
Peer comparison for Hubly
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Competitors of Hubly
Hubly operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Iress, Planful, Link Group, Modern Wealth Management and iraLogix, among others.
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Wealth management solutions are provided online for financial markets.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Wealth management services are provided to clients by the firm.
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Financial planning software for IRA recordkeeping is offered.
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Cloud-based practice management solution for financial advisors is offered.
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Detailed competitors of Hubly
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Latest news on 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 current CEO of Hubly. They have also founded this company.
Hubly is a funded company, having raised a total of $2.45M across 2 funding rounds to date.
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 offers Hubly CRM, Workflow Templates, and Client Onboarding.
Hubly has 5 investors. Key investors include Docupace, Techstars, Mucker, OCA Ventures, and Cascade Seed Fund.