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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Sectors
Technology
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Email
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Phone
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Website
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Social
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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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.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Seed — $1.4M
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First Round
First Round
(09 Sep 2019)
- Investors Count 4
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Nov, 2021 | Amount | Seed - Hubly | Valuation | Mucker , OCA Ventures | |
| Sep, 2019 | Amount | Seed - Hubly | Valuation | Techstars |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Hubly
Hubly has secured backing from 5 investors, including venture fund investors. Prominent investors backing the company include Docupace, Techstars and Mucker. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Accelerator and venture capital firm
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Founded Year | Domain | Location | |
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Seed and early-stage US venture capital investments are managed.
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Founded Year | Domain | Location | |
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Early-stage software companies are funded by Cascade Seed Fund.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Hubly
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Hubly
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Hubly Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are provided online for financial markets.
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| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Retirement and superannuation solutions are provided, including investments and pensions.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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| domain | founded_year | HQ Location |
Financial planning software for IRA recordkeeping is offered.
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| domain | founded_year | HQ Location |
Cloud-based practice management solution for financial advisors is offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Hubly
Frequently Asked Questions about Hubly
When was Hubly founded?
Hubly was founded in 2019.
Where is Hubly located?
Hubly is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Hubly?
Louis Retief is the current CEO of Hubly. They have also founded this company.
Is Hubly a funded 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 09, 2019.
What does Hubly do?
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.
What products or services does Hubly offer?
Hubly offers Hubly CRM, Workflow Templates, and Client Onboarding.
Who are Hubly's investors?
Hubly has 5 investors. Key investors include Docupace, Techstars, Mucker, OCA Ventures, and Cascade Seed Fund.
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