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 May 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.

Where does Hubly rank among its competitors?

Hubly ranks 8th amongst 467 active competitors, of which 29 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Rocketlane, which secured $60M in Mar, 2026.

Who are the top competitors of Hubly?

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

Hubly - 2026 Company Profile, Team, Funding & Competitors

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

8^th among 467 active competitors

Employee Count

5 as on May 31, 2026

Similar Companies

Iress & 289 more

Exit Details

Acquired by Docupace (Mar 11, 2025)

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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	8327293	Seed	1967833	9145832	3380469	9294209
Sep 09, 2019	1573945	Seed	5559275	4965288	Techstars	6446760

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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 May 26. Here is Hubly's employee count trend over the years:

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Top competitors of Hubly include Iress, Rocketlane 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	Iress 1993, Melbourne (Australia), Public	Online provider of wealth management solutions for financial markets	-	AMCIL, Djerriwarrh & 1 others	71/100
2nd	Rocketlane 2020, Wilmington (United States), Series C	Platform offering customer onboarding and project management solutions for professional services teams	$105M	Nexus Venture Partners, 8VC & 18 others	71/100
3rd	Certinia 2009, San Jose (United States), Acquired	Developer of cloud software for professional services automation and financial management	$220M	TCV, TA & 6 others	61/100
4th	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	58/100
5th	Income Lab 2018, Denver (United States), Series A	Developer of software for retirement income planning and financial advising	$8.81M	-	57/100
6th	RightCapital 2012, New Haven (United States), Series A	Financial planning software empowering advisors to simplify, engage clients, and scale	$3.32M	-	57/100
7th	Praemium 2001, Saint Helier (Jersey), Public	Practice management software for wealth managers	-	-	55/100
8th	Hubly 2019, New York City (United States), Acquired	Business management platform for financial advisors	$2.45M	Techstars, OCA Ventures & 3 others	55/100
9th	Leonteq 2007, Zurich (Switzerland), Public	Products and Services provider for Structured Products	-	VERAISON Capital	54/100
10th	InvestorAi 2017, Bengaluru (India), Series A	AI-powered platform providing curated investment portfolios and intraday trading baskets	$9.55M	Lucky Investment Managers & 1 others	54/100