Hubly

Acquired

Unleash the power of effortless financial advisory

Vancouver, Canada · Founded 2019

Headquarters
Vancouver
Employees
11–50
Founded
2019
Business Model
B2B
Last Round
SeedDec 2021
Rounds
2

About

Hubly is a process management platform built for financial advisory firms that want to scale without losing control. It brings all client work into one clear system with CRM integrations, smart workflows, and real-time visibility, so teams always know what needs to happen next and nothing slips through the cracks. From client onboarding and reviews to money movement and recurring service, every task is tracked, owned, and delivered with confidence across the firm.

Summary

Hubly is a Fintech company based in Vancouver, Canada, founded in 2019. Its most recent funding was a Seed round in Dec 2021. Investors include Techstars and Mucker Capital.

Tech & App Stack

2 technologies & apps tracked

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Funding History

SeedSeed RoundDec 2021

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Seed — per-round amounts, valuations, and who invested in each round.

Investors

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