Hubly Inc Email Format

Financial ServicesBritish Columbia, Canada2-10 Employees

Hubly Inc is a financial services company based in Vancouver, British Columbia. The firm offers a process management platform designed for financial advisory firms that want to scale while maintaining control, consolidating client work into a single system so teams can see what needs to be done and avoid tasks slipping through the cracks. Its solution aims to convert complex advisory tasks—such as client onboarding, reviews, money movement, and recurring service—into repeatable, accountable processes with real-time visibility and clear task ownership, reducing chaos and handoffs while supporting firm growth. The company positions itself within the financial advisory technology space by integrating client relationship management workflows and providing a structured framework for delivering services with greater consistency. In addition to ongoing product development, Hubly has pursued partnerships and integrations, including a notable collaboration announced around March 2026 with AI-enabled tools and meeting-management platforms to enhance workflow and client engagement capabilities.

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