Hubly Inc.
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Hubly Inc. - overview
Established
2019
Location
New York, NY, US
Primary Industry
Software
About
Hubly Inc. is a technology company focused on delivering an operating system tailored for financial advisory firms, enhancing management of client relationships and operational workflows. Founded in 2019 and headquartered in New York, US, Hubly Inc. provides solutions for financial advisory firms.
The company is led by founder Louis Retief, who has a history in the finance sector. Hubly has successfully completed 3 funding rounds, with a notable SEED round raising USD 1. 30 mn from investors including Mucker Capital and OCA Ventures, bringing the total amount raised to USD 1. 30 mn.
Hubly specializes in providing a comprehensive operating system designed specifically for financial advisory firms. The core offerings include scalable workflows that facilitate high-touch and stress-free management of client relationships, enabling teams to track client progress from a centralized hub. The platform features automated reminders for client meetings and action items, as well as standardized account opening processes that prevent errors and increase efficiency. Hubly primarily serves financial advisory firms across North America, focusing on enhancing their operational capabilities and client onboarding experiences.
Hubly generates revenue through a subscription-based model, allowing financial advisory firms to access its suite of tools and services. The pricing structure includes various tiers based on the firm's size and specific features utilized. Clients benefit from streamlined onboarding processes, detailed client relationship management through Hubly's Client Card, and over 100 workflow templates tailored for financial advisors, enhancing their operational productivity and client management capabilities. On March 11, 2025, Hubly Inc.
was acquired by Docupace Technologies, LLC, a portfolio company of FTV Capital and Genstar Capital Partners. This acquisition aims to help deliver a comprehensive back-office ecosystem to the financial services industry and supports Docupace's commitment towards software solutions.
Current Investors
Docupace Technologies, LLC, OCA Ventures, Mucker Capital
Primary Industry
Software
Sub Industries
e-Financial, Accounting/Finance Software, Customer Relationship Management
Website
www.myhubly.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Hubly Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, Trade Sale | Completed | Hubly Inc. | - |
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