Hubly
Hubly is a cloud-based workflow management platform for financial advisory firms and RIAs, automating client onboarding, meetings, and operational workflows. Acquired by Docupace in March 2025, it operates within Docupace's back-office ecosystem alongside PreciseFP.
- Company typePrivate
- Founded2019
- HeadquartersVancouver, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Hubly does
Hubly is a cloud-based workflow management platform purpose-built for financial advisory firms, registered investment advisors (RIAs), and wealth management enterprises. Founded in 2019 and headquartered in Vancouver, Canada, the platform enables advisory teams to build, assign, and track repeatable client-facing and internal workflows spanning client onboarding, client meetings, investment management, and employee onboarding. Following its acquisition by Docupace in March 2025, Hubly operates as an integrated product within Docupace's back-office ecosystem alongside the PreciseFP AI-driven data automation platform.
The product is built on an API-first architecture with native bidirectional CRM synchronization (Redtail and Wealthbox) and a deep Zapier integration that extends connectivity to more than 2,000 applications, including scheduling platforms (Calendly, ScheduleOnce, Acuity), e-signature (DocuSign, SignNow), communication tools (Slack, Microsoft Teams, Gmail, Outlook), and marketing automation (Mailchimp, ActiveCampaign). Recent API-based integrations with AI-powered partners Pulse360, Jump, and GReminders extend Hubly's capability from triggering actions to completing tasks in bulk across multiple clients.
Hubly generates revenue through subscription-based SaaS contracts with custom pricing tied to firm size, advisor headcount, and required integrations, billed annually. Go-to-market combines product-led growth (self-serve trial, free strategy calls, content marketing, webinars, case studies) with enterprise field sales distributed through the Docupace ecosystem. Primary customer segments are SMB RIAs and mid-market wealth management firms in North America, with named customers including Per Stirling Capital Management, Per Stirling Financial, Coastline Wealth, and Lindsey & Lindsey Wealth Management.
Hubly firmographics
Firmographics- Name
- Hubly
- Legal name
- Hubly Inc.
- Website
- https://myhubly.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Hubly is a cloud-based workflow management platform for financial advisory firms and RIAs, automating client onboarding, meetings, and operational workflows. Acquired by Docupace in March 2025, it operates within Docupace's back-office ecosystem alongside PreciseFP.
- Ownership category
- akta.pro rank
Hubly industry classification
Industry- Product category
- Wealth Management Practice Management Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)
- akta.pro secondary industry
- Email, Calendar & Scheduling (BPAMAMAC)
Keywords
Where Hubly is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- Canada
- HQ region
- North America
Markets served
Hubly business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription SaaS: Hubly operates as a subscription-based workflow management platform for financial advisory firms, with pricing based on firm size and feature access. The platform is offered alongside Docupace's ecosystem following the acquisition.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise pricing for financial advisory firms |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels9 records
Hubly product offering
Product offeringCore offering
Hubly is a cloud-based workflow management platform purpose-built for financial advisory firms and registered investment advisors (RIAs) that automates client onboarding, client meetings, investment management, and employee onboarding workflows. The platform provides bidirectional CRM synchronization with Redtail and Wealthbox, native Zapier connectivity to 2,000+ applications, and AI-driven automation tools designed to reduce manual data entry and administrative work for advisory firms.
Product overview
Hubly is a workflow management platform for financial advisors, now part of Docupace following the March 2025 acquisition. The product portfolio consists of Hubly as the core workflow management platform and PreciseFP as an AI-driven data automation sub-product, both operating within the Docupace ecosystem. Hubly provides workflow automation, client tracking, and collaboration tools for advisory firms, while PreciseFP handles AI-powered client data automation and intake processes. The two products work together to provide comprehensive back-office automation for wealth management firms, with integration via Zapier extending connectivity to over 2,000 additional applications.
Differentiator
Problem solved
Functional benefit
Products and services
- Hubly Workflow Management Platform Cloud-based workflow management platform for financial advisory firms and RIAs that automates client onboarding, client meetings, investment management, and employee onboarding workflows. Features bidirectional CRM synchronization with Redtail and Wealthbox, native Zapier integration with 2,000+ applications, age-based rules for RMD automation, and a public API accessible through the Docupace developer portal. The platform is now distributed as part of the Docupace back-office ecosystem following the March 2025 acquisition.
- PreciseFP (AI-Driven Data Automation) AI-driven data automation platform operating alongside Hubly in the Docupace ecosystem. Automates client data intake, follow-up question generation, and form engagement workflows for financial advisors, with users having created over 2,000 AI assistants within three months. Integrated with Hubly via six pre-built Zap templates that automate meeting date capture, task-to-form linkage, and client workflow assignment.
Quantifiable outcome
- 200,000+ hours of manual work saved for financial advisors
- +5 more outcomes
Companies that use Hubly
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles2 records
Hubly technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration23 records
AI capability3 records
Feature5 records
Hubly partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and flagship.
- DocupacecoreDocupace acquired Hubly in March 2025 as part of its strategic plan to enhance its back-office ecosystem and deliver comprehensive software solutions across the financial services industry. Hubly operates as part of the Docupace family, with the Hubly API accessible through the Docupace API Developer portal.
- ZapiercoreZapier integration enables Hubly to connect with 2,000+ other applications. Users can create automated workflows (Zaps) that trigger Hubly actions based on events in other systems, eliminating data rekeying and enabling seamless automation across the advisor tech stack.
- Pulse360flagshipAPI-based integration with Pulse360, an AI-powered partner platform. The integration helps financial advisors automate and streamline client-facing workflow tasks such as form completion and account opening, designed to complete tasks in bulk for multiple clients.
- JumpflagshipAPI-based integration with Jump, an AI-powered partner platform. The integration helps financial advisors automate and streamline client-facing workflow tasks such as form completion and account opening, designed to complete tasks in bulk for multiple clients.
- GRemindersflagshipAPI-based integration with GReminders, an AI-powered partner platform. The integration helps financial advisors automate and streamline client-facing workflow tasks such as form completion and account opening, designed to complete tasks in bulk for multiple clients. Can be connected using Zapier webhooks.
- Redtail CRMcoreHubly integrates seamlessly with Redtail CRM by syncing data back and forth between the two platforms. Client data from Redtail is turned into actionable opportunities in Hubly, and when client information is updated in Hubly, it automatically syncs to Redtail.
- WealthboxcoreHubly integrates seamlessly with Wealthbox CRM by syncing data back and forth between the two platforms. Client data from Wealthbox is turned into actionable opportunities in Hubly, enabling advisors to provide more customizable services without digging for client information.
- PreciseFPcoreHubly integrates with PreciseFP (Docupace platform) via 6 pre-built Zap templates for automating tasks and workflows between the platforms. Users can automate adding meeting dates to Hubly and create PreciseFP form engagements based on Hubly task completions.
- CalendlycoreHubly connects with Calendly through Zapier integration, automatically capturing when a client schedules a meeting and kicking off the associated workflow in Hubly. Meeting dates, times, and types are automatically recorded.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Hubly competitors and assessment
Company assessmentDirect peers
- Redtail CRM (Orion Advisor Technology): Leading CRM for financial advisors that integrates natively with Hubly. While it is a CRM rather than a workflow management layer, it sits in the same advisor tech stack and competes for workflow, automation, and client engagement mindshare with Hubly.
- Wealthbox: CRM purpose-built for financial advisors that integrates natively with Hubly. Comparable target customer (RIAs and advisory firms), overlapping workflow and automation capabilities, and a similar go-to-market motion within the wealthtech ecosystem.
Broad incumbents
- Docupace: Hubly's parent company and a broader back-office platform for wealth management firms. Comparable because Docupace now distributes Hubly within its ecosystem and provides overlapping capabilities in operations, compliance, and advisor workflows.
- Salesforce Financial Services Cloud: Enterprise CRM and workflow platform with a financial services vertical offering. Comparable as a broad incumbent that competes for the same workflow, client engagement, and automation budget at larger wealth management firms where Hubly is also positioned.
- Orion Advisor Technology: End-to-end wealthtech platform serving advisory firms with CRM, portfolio management, and practice management tools. Comparable target customer and overlapping workflow automation capabilities, though it offers a much broader product portfolio than Hubly.
- Black Diamond (Advent): Portfolio management and reporting platform widely used by RIAs. Comparable because it competes for workflow, client reporting, and operational tooling budget at the same advisory firm customers Hubly targets.
- Envestnet MoneyGuide: Financial planning and advice platform used by advisory firms. Comparable as a broad incumbent in the wealthtech stack with overlapping advisor workflow and client engagement use cases.
Emerging players
- AdvisorEngine: Wealth management platform combining CRM, portfolio management, and client portal capabilities. Comparable as an emerging player targeting the same RIA and advisory firm segment with overlapping workflow and automation functionality.
- Trizic (now part of Envestnet): Digital wealth management platform serving advisory firms with workflow and client engagement tools. Comparable target market and partial product overlap in advisor-facing workflow automation.
Others
- PreciseFP: Sister product now part of the Docupace ecosystem alongside Hubly, providing AI-driven client data automation. Comparable because it addresses adjacent advisor workflow problems (data intake) and is co-distributed with Hubly through the same parent.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Hubly social profiles
Digital presenceHubly financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hubly leadership team
Management profileNumber of profiles
Profiles3 records
Hubly funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hubly M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Hubly
What does Hubly do?
Hubly is a cloud-based workflow management platform purpose-built for financial advisory firms and registered investment advisors (RIAs) that automates client onboarding, client meetings, investment management, and employee onboarding workflows. The platform provides bidirectional CRM synchronization with Redtail and Wealthbox, native Zapier connectivity to 2,000+ applications, and AI-driven automation tools designed to reduce manual data entry and administrative work for advisory firms.
Is Hubly a public or private company?
Hubly is a private company. It is classified as corporate owned and is currently acquired.
When was Hubly founded?
Hubly was founded in 2019. It employs 11 to 50 people.
Where is Hubly based?
Hubly is headquartered in Vancouver, Canada, in the North America region.
How does Hubly make money?
One revenue line is on record: subscription SaaS.
Who are Hubly's main competitors?
Direct peers on record are Redtail CRM (Orion Advisor Technology) and Wealthbox. Broad incumbents are Docupace, Salesforce Financial Services Cloud, Orion Advisor Technology, Black Diamond (Advent) and Envestnet MoneyGuide. Emerging players are AdvisorEngine and Trizic (now part of Envestnet). PreciseFP is listed as an others.
Does Hubly have an API?
Yes. Hubly provides a public API that enables developers to access Hubly's functionality through the Docupace API Developer portal. The API supports integration actions including Find or Create Client, Set Client Date, and Assign Client to Workflow. Developers can build automations that trigger Hubly actions based on events in other systems, create new client records, save meeting dates, and assign clients to specific workflows. Zapier integration extends access to over 2,000 additional applications. Developer documentation is at app.myhubly.com/settings/integrations.
What industry is Hubly in?
Hubly's product category is Wealth Management Practice Management Software. Its primary akta.pro industry code is HDAEAHAI, Enterprise Work Management & Collaborative Workflow Platforms, with a secondary code of BPAMAMAC, Email, Calendar & Scheduling. Its NAICS code is 54151 and its SIC code is 7372.