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Company

Hubly

Rocket Ship RatingBased on the data VC Catalog holds.

Rocket Ship Rating: 87 out of 100

Unleash the power of effortless financial advisory

Also known as Hubly Inc.

  • Productivity & collaboration
  • Vertical software
  • Wealth & investing
Status
Operatingas of 2026-09-20
Business model
B2B
Customers
financial advisors and the teams that support them
Legal name
Hubly Inc.
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Record updated 28 September 2026

About

Hubly provides visibility across your financial advisory firm so that you can sleep at night knowing nothing will fall through the cracks.

Funding snapshot

Total raised
$9.4MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
Latest round
Round, $5M2024-06-14

Funding rounds

Round, 2024
$5M2024-06-14, SEC form D sold, 58 investors
Round, 2023
$4.4M2023-07-17, SEC form D sold, 104 investors

Products

Web
Hubly
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