Want to claim this profile?
As a company, you can create a free GFM Directory listing to customize your brand profile, highlight your offerings, and showcase your latest achievements.
Awards on GFM Review
No awards to show.
About Hubly Inc
Hubly Inc. is a technology company based in Vancouver, Canada, dedicated to providing innovative solutions for financial advisory firms. Founded by Louis Retief and Ron Gorodetsky, Hubly focuses on enhancing the client experience by making operations high-touch and stress-free, even at scale.
The company offers a comprehensive process management system tailored for financial advisory firms. Key features include client onboarding, workflow automation, meeting preparation, follow-up work, and account opening processes. These services are integrated into a customer relationship management (CRM) system designed specifically for the financial sector.
Hubly has raised $1.44 million in funding, with investments from OCA Ventures, Mucker Capital, and Barclays Accelerator. The company operates with a small team of around 8 employees, emphasizing its innovative approach to improving financial advisory operations.
Articles About Hubly Inc
No articles to show.