Hubly Inc. is a technology company that develops and offers a Software-as-a-Service (SaaS) platform designed to help financial advisors, planners, and their teams streamline operations. The platform provides tools for workflow automation, process management, client onboarding, and task tracking to enhance efficiency and ensure consistent service delivery. Founded by Louis Retief and Ron Gorodetsky, Hubly aims to be the central hub for financial advisory firms to manage their daily activities and scale their business effectively.

Founded in

Canada