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Hubly

Workflow tools for financial advisory firms.

Hubly logo
1-20 employees
  • B2B
  • Internal tools
  • Financial Services
  • SaaS
  • Automation
UBC, University Endowment Lands, BC

Company mission

To empower financial service professionals with better enablement technologies and tools that make it possible to scale their services & processes.

Top investors

Our take

Hubly is part of a number of B2B SaaS companies using tech developments to help financial advisory firms streamline their operations, and it’s proven a particularly popular pitch over recent years.

Financial advisory firms have doubled down hard on digital transformation recently, but we have yet to see the same kind of automation and workflow platform startup flurry in this sector as has happened with, for example, marketing. That’s not to say there’s no competition for Hubly. Companies like Refinitiv and Iress are major players offering similar solutions, so the relatively young Hubly will need to ensure their platform is watertight and develops fast.

It does, however, mean that Hubly are getting in relatively early on a highly lucrative niche. This may help them get ahead of what will no doubt become an increasingly crowded field.

Freddie headshot

Freddie

Company Specialist at Welcome to the Jungle

Company values

  • Speak Your Truth
  • Bias for Action
  • Customer Obsession
  • Trust Your Gut & Lead with Context Not Control
  • Take Risks & Spotlight Your Failures

Funding (last 2 of 5 rounds)

Nov 2022

$1.5m

SEED

Dec 2021

$1.3m

SEED

Total funding: $3.3m

This company has top investors

Leadership

Held Vice-Presidential roles at AMS of UBC Vancouver, before moving on to take internships at Wealthsimple.

Previously co-founded 200 BMP Entertainment, before working in management at The Ubyssey Publications Society, then co-founding Olivewood Software.

Hubly 1