When was Hubly founded?

Hubly was founded in 2019 and raised its 1st funding round within a year of its incorporation.

Where is Hubly located?

Hubly is headquartered in New York City, United States.

Who is the current CEO of Hubly?

Louis Retief of Hubly. They have also founded 1 company.

How many employees does Hubly have?

As of Aug 31, 2026, the latest employee count at Hubly is 5.

Is Hubly a funded company?

Hubly is a funded company, having raised a total of $2.45M across 2 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Sep 09, 2019.

When was the latest funding round of Hubly?

Hubly's latest funding was a $***** Seed round on Nov 2021, with participation from 3 investors. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $4.94B in funding in 2026 to date.

Where does Hubly rank among its competitors?

Hubly ranks 9th amongst 665 active competitors, of which 34 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Rocketlane, which secured an undisclosed amount in Jul, 2026.

Who are the top competitors of Hubly?

Hubly's top competitors include Rocketlane, Iress and Certinia. Among them, Rocketlane secured the most recent funding round in July, 2026.

Hubly - 2026 Company Profile, Team, Funding & Competitors

Hubly is an acquired company based in New York City (United States), founded in 2019 by Oban Mactavish, Sean Rumsby, Louis Retief and Ron Gorodetsky. It operates as a Business management platform for financial advisors. Hubly has raised $2.45M in funding from investors like Techstars, OCA Ventures and Mucker. The company has 665 active competitors, including 34 funded and 46 that have exited. Its top competitors include companies like Rocketlane, Iress and Certinia.

Company Details

Business management platform for financial advisors. It is a platform offering financial planning solutions. It provides features such as task management, collaboration tools, and integrations with other applications for productivity. It assists in creating workflows, tracking client progresses, generating performance analytics, and managing workflows. Also, offers tools to share personalized recommendations to clients.

Website: www.myhubly.com/
Social
Email ID: *****@myhubly.com
Phone Number: +1 **********

Key Metrics

Founded Year

2019

Location

New York City, United States

Stage

Acquired

Total Funding

$2.45M in 2 rounds

Latest Funding Round

Seed, Nov 2021, $*****

Investors

Techstars & 4 more

Ranked

9^th among 665 active competitors

Employee Count

5 as on Aug 31, 2026

Similar Companies

Iress & 362 more

Exit Details

Acquired by Docupace (Mar 11, 2025)

View Hubly's full profile

Hubly got acquired by Docupace on Mar 11, 2025.

Click here to take a look at Hubly's acquisition in detail

Hubly has raised a total funding of $2.45M over 2 rounds. Its first funding round was on Sep 09, 2019. Its latest funding round was a Seed round on Nov 2021 for $*****. 3 investors participated in its latest round. Hubly has 5 institutional investors.

Here is the list of recent funding rounds of Hubly:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Nov 2021	6694115	Seed	8764300	9008042	4866250	3181219
Sep 09, 2019	9929358	Seed	7165689	9888770	Techstars	9759184

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View details of Hubly's funding rounds and investors

The founders of Hubly are Oban Mactavish, Sean Rumsby, Louis Retief and Ron Gorodetsky. Louis Retief is the CEO of Hubly.

Here are the details of Hubly's key team members:

Oban Mactavish: Co-Founder of Hubly and founder of 2 other companies, Spade and Spade.
Contact Info: 2 email addresses
Sean Rumsby: Co-Founder of Hubly.
Contact Info: 1 email address
Louis Retief: Co-Founder & CEO of Hubly.
Contact Info: 1 email address
Ron Gorodetsky: Co-Founder of Hubly.
Contact Info: 1 email address

View details of Hubly's Founder profiles and Board Members

Hubly's employee count trend

Hubly has 5 employees as of Aug 26. Here is Hubly's employee count trend over the years:

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Top competitors of Hubly include Rocketlane, Iress and Certinia. Here is the list of Top 10 competitors of Hubly, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Rocketlane 2020, Wilmington (United States), Series C	Provider of professional services and onboarding software for modern teams	$105M	Nexus Venture Partners, 8VC & 19 others	71/100
2nd	Iress 1993, Melbourne (Australia), Public	Online provider of wealth management solutions for financial markets	-	AMCIL, Djerriwarrh & 1 others	67/100
3rd	Certinia 2009, San Jose (United States), Acquired	Developer of cloud software for professional services automation and financial management	$220M	TA Associates, TCV & 6 others	62/100
4th	Validus Group 2015, Singapore (Singapore), Series D	Provider of digital lending platforms for small and medium enterprises	$138M	Vertex Ventures, Vertex Growth & 74 others	61/100
5th	Intapp 2012, Palo Alto (United States), Public	Cloud based business management software for professional and financial services firms	$2.3M	Great Hill Partners, Temasek & 2 others	61/100
6th	eMoney Advisor 2000, Conshohocken (United States), Acquired	Wealth management solution for financial institutions	-	-	60/100
7th	Conquest Planning 2018, Winnipeg (Canada), Series B	Provider of platform for financial institutions and wealth management firms	$108M	Fidelity International Strategic Ventures, Goldman Sachs ... & 11 others	58/100
8th	Link Group 2005, Sydney (Australia), Acquired	Retirement and superannuation solutions	-	Columbia Capital	56/100
9th	Hubly 2019, New York City (United States), Acquired	Business management platform for financial advisors	$2.45M	OCA Ventures, Mucker & 3 others	55/100
10th	RightCapital 2012, New Haven (United States), Series A	Financial planning software empowering advisors to simplify, engage clients, and scale	$3.32M	-	54/100