Home
Loading

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

Get in touch

  • Contact

  • Request a demo

  • Request data updates

  • Add a company

Research

  • Companies

  • Investors

  • People

aVenture

  • Sitemap

  • Feature requests

Member

Backed by

© aVenture Investment Company, 2026. All rights reserved.

San Francisco, CA, USA

Privacy Policy

aVenture Investment Company ("aVenture") is an independent research platform providing detailed analysis and data on startups, venture capital investments, and key industry individuals. It is not a registered investment adviser, broker-dealer, or investment advisor and does not provide investment advice or recommendations. The data provided by aVenture does not constitute recommendations or advice, whether by methodology, analysis, AI-generated content, or a statement written by a staff member of aVenture.

aVenture is not affiliated with any of the people, companies, organizations, government agencies, regulatory bodies, or investment funds we provide coverage for on this site unless explicitly stated otherwise. Users assume full responsibility for decisions made based on information obtained from this platform. Links to external websites do not imply endorsement or affiliation with aVenture. Any links that provide the ability to invest in a primary or secondary transaction in a company are for convenience only and do not constitute solicitations or offers to buy or sell an investment. Investors should exercise heightened precaution and due diligence when investing in private companies, especially those not independently audited.

While we strive to provide valuable insights with objectivity and professional diligence, we cannot guarantee the accuracy of the information provided on our platform. Before making any investment decisions, you should verify the accuracy of all pertinent details for your decision. To the fullest extent permitted by law, aVenture shall not be liable for any direct, indirect, incidental, consequential, or financial damages arising from use of this site, whether by consumers of its contents directly or by persons or organizations covered by our research, even if we are advised of the possibility. Our best-efforts processes and correction request forms do not create a warranty or duty of care.

Profiles on this platform may include content generated in part by large language models (LLMs, artificial intelligence) that aggregate publicly available sources (e.g., SEC EDGAR, public filings, press releases). Source attribution is provided where known; always verify statements and claims here against original sources before relying on any data. Content on our site may contain inaccuracies, omissions, or what are commonly called 'hallucinations' if generated in part or in full by AI / LLMs. The risk can also exist even when content is written by a human, as internal and third-party sources may also have inaccuracies for the same or different reasons. While we randomly audit a proportion of content, this is not exhaustive.

We recommend that an independent auditor be hired to verify the accuracy of the information before relying on it for any sensitive decisions. By accessing this platform, you agree not to rely solely on any information generated by AI, aggregated, or sourced or written otherwise on this site, for investment, financial, or other decisions. aVenture assumes no responsibility for inaccuracies, omissions, or hallucinations. You must independently verify all data from primary sources. Use of this platform constitutes your waiver of claims for reliance-based damages, including negligent misrepresentation. To report an error, request a correction, or dispute information about a company or individual, contact us via our request data updates form.

Loading homepage
Loading
Home›Research›Companies

Companies

Loading
Home›
Research›
Companies›
Hubly
AddedFeb 18, 2024
UpdatedJun 18, 2026
Hubly

Hubly

Pre-Seed

Hubly: A reliable workflow tool ensuring Financial Advisors never miss a beat.

HQ
Vancouver, British Columbia, CA
Founded
2019
Accelerator
Techstars logoTechstars: New York Barclays2019
Overview
Compare
Fundraising
Employees

Founded with the mission to streamline operations for financial advisors, Hubly offers a comprehensive workflow tool designed to ensure that no task falls through the cracks. The platform focuses on enhancing efficiency in key areas such as client onboarding, client meetings, investment management, and employee onboarding. By providing an integrated solution tailored to the financial advisory market, Hubly aims to simplify complex processes and improve overall productivity.

Hubly has garnered attention from notable figures in the financial technology sector and has secured investments from key players who recognize the platform's potential to transform advisory workflows. The company has achieved significant milestones, including successful partnerships and integrations with leading financial services providers. Hubly's impact is evident in its growing user base and positive reviews, which highlight its effectiveness in helping financial advisors manage their practices more efficiently.

Hubly - Similar Companies

HubSync logo

HubSync

hubsync.com

Zapier logo

Zapier

zapier.com

FlowEQ logo

FlowEQ

floweq.com

HubSpot logo

HubSpot

hubspot.com

LiveFlow logo

LiveFlow

Fieldguide logo

Fieldguide

fieldguide.io

Upflow logo

Upflow

upflow.io

Kapitalwise logo

Kapitalwise

kapitalwise.com

Hublo logo

Hublo

hublo.com

Leadfy logo

Leadfy

leadfy.me

Nyble logo

Nyble

nyble.com

Collctiv logo

Collctiv

collctiv.com

Lendflow logo

Lendflow

lendflow.com

Workfrom logo

Workfrom

workfrom.co

Firstbase.io logo

Firstbase.io

firstbase.io

Hubly - Quick Facts

Who are Hubly's competitors?

Companies similar to Hubly include HubSync, Zapier, FlowEQ and HubSpot.

When was Hubly founded?

Hubly was founded in 2019.

Where is Hubly's headquarters located?

Hubly's headquarters is located in Vancouver, British Columbia, CA.

When was Hubly's last funding round?

Hubly's most recent funding round was for $1.4M (USD) in November 2022.

How much has Hubly raised to-date?

As of Nov 13, 2022, Hubly has raised a total of $4.2M (USD).

How many employees does Hubly have?

Hubly has 26 employees as of Feb 4, 2024.

Hubly - Classification

Ownership
  • Private
  • Venture Capital
Technology
  • Automation
Model
  • Platform
Revenue
  • Recurring
  • Software
Customer
  • Enterprise
  • Small Business
Main Product
  • Financial Planning Software
  • Workflow Software
Tags
  • Fintech
  • SaaS
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7372Prepackaged Software
Show 11 more industry codes
NAICS
  • 520000Finance and Insurance
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 8740Management And Public Relations Services
  • 6282Investment Advice
  • 8742Management Consulting Services