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Founded Year



Seed VC | Alive

Total Raised


Last Raised

$1.32M | 2 yrs ago

About Hubly

Hubly is a technology company that focuses on providing solutions for financial advisory firms. The company offers a process management system that helps these firms deliver a consistent, stress-free customer experience at scale, by providing efficiency and visibility across their operations. This includes features such as client and employee onboarding, meeting preparation, follow-up work, and account opening processes. It was founded in 2019 and is based in New York, New York.

Headquarters Location

43 W 23rd St 6th Fl

New York, New York, 10010,

United States

(888) 329 0276


Hubly's Product Videos

Hubly's Products & Differentiators


    Hubly allows Financial Service professionals and their teams overcome operational challenges by managing workflows and streamlining business processes. Hubly provides financial advisory firms a visual overview of their entire business and all of their client activities, resulting in the delivery of a personalized client experience where nothing falls through the cracks.


Expert Collections containing Hubly

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Hubly is included in 2 Expert Collections, including Wealth Tech.


Wealth Tech

2,053 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



8,123 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Latest Hubly News

Hubly Wins 1st Place $25,000 Prize at Johns Hopkins - Hubly Surgical

May 5, 2023

Hubly Wins 1st Place $25,000 Prize at Johns Hopkins May 7, 2022 May 7, 2022 Hubly wins 1ST PLACE at the The Johns Hopkins University – Carey Business School Municipal Acquisitions Student Venture Challenge! It was an absolute honor to compete alongside such impressive startups, to a panel of famous Venture Capitalists and serial entrepreneurs, and in front of an expert audience. THANK YOU to the Municipal Acquisitions Student Venture team for putting together a stellar event. We had the best time in Baltimore this weekend. Oh and check out this view of Inner Harbor from the Carey Business School… Municipal Acquisitions Founder/Principal & Student Venture Challenge Sponsor Jon Kling awards Hubly CEO Casey Grage the 1st Place $25,000 Prize.

Hubly Frequently Asked Questions (FAQ)

  • When was Hubly founded?

    Hubly was founded in 2019.

  • Where is Hubly's headquarters?

    Hubly's headquarters is located at 43 W 23rd St, New York.

  • What is Hubly's latest funding round?

    Hubly's latest funding round is Seed VC.

  • How much did Hubly raise?

    Hubly raised a total of $1.44M.

  • Who are the investors of Hubly?

    Investors of Hubly include OCA Ventures, Mucker Capital and Barclays Accelerator.

  • Who are Hubly's competitors?

    Competitors of Hubly include Asana and 7 more.

  • What products does Hubly offer?

    Hubly's products include Hubly.

  • Who are Hubly's customers?

    Customers of Hubly include James Phillips, Lina Leitz and Dennis McNamara.


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