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Company profile: Hubly

1.1 - Company Overview

Hubly Logo

Hubly

Headquarter: Canada
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of workflow and process management solutions for financial advisory firms, enabling tracking of client progress and consistent client experiences. Offers customizable workflow templates, automated task delegation with context and audit-ready records, CRM integrations with Redtail and Wealthbox ensuring secure, up-to-date data, plus tailored onboarding, best-practice training, and ongoing partner support.

Products and services

  • Integration with CRM: A secure integration with Redtail and Wealthbox that maintains up-to-date client data flow, synchronizing records to enable accurate workflows and consistent advisory processes
  • Process Management System: An advisor-focused system that enhances efficiency and visibility by tracking client progress, standardizing processes, and ensuring consistent client experiences across financial advisory engagements
  • Workflow Automation: An audit-ready automation engine that assigns tasks by team roles and workloads, embeds task context, and records all work to support compliance audits

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Hubly

LFM Wealth Management Logo

LFM Wealth Management

HQ: United States Website
  • Description: Provider of investment management and financial planning services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full LFM Wealth Management company profile →
Top Quartile Logo

Top Quartile

HQ: United Kingdom Website
  • Description: Provider of solutions for private equity fund managers and investors to more efficiently and effectively create, distribute, and analyze performance data.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Top Quartile company profile →
Birch Finance Logo

Birch Finance

HQ: United States Website
  • Description: Provider of a platform that helps consumers maximize credit card rewards by connecting reward-based accounts, analyzing spending across thousands of categories and merchants, and delivering personalized trends and actionable insights on missed rewards and subscriptions for over 200 credit cards. Includes secure bank login to link accounts and end-to-end 256-bit AES encryption.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Birch Finance company profile →
Range Logo

Range

HQ: United States Website
  • Description: Provider of an AI wealthtech platform delivering wealth management and financial advisory services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Range company profile →
Business Logic Logo

Business Logic

HQ: United States Website
  • Description: Provider of clear, powerful finance tools that help customers of the world’s largest financial institutions understand, organize, and manage investments. With 16 years of experience, Business Logic builds products based on the idea that while finance is complex, its tools shouldn’t be.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Business Logic company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Hubly

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Buyer group 1: ████████ ████████

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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Hubly

2.2 - Growth funds investing in similar companies to Hubly

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4 - Top valuation comps for Hubly

4.2 - Public trading comparable groups for Hubly

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4.3 - M&A Transactions similar to Hubly

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Hubly

What does Hubly do?

Hubly is a provider of workflow and process management solutions for financial advisory firms, enabling tracking of client progress and consistent client experiences. Offers customizable workflow templates, automated task delegation with context and audit-ready records, CRM integrations with Redtail and Wealthbox ensuring secure, up-to-date data, plus tailored onboarding, best-practice training, and ongoing partner support.

Who are Hubly's competitors?

Hubly's competitors and similar companies include LFM Wealth Management, Top Quartile, Birch Finance, Range, and Business Logic.

Where is Hubly headquartered?

Hubly is headquartered in Canada.

How many employees does Hubly have?

Hubly has 1,000 employees 🔒.

When was Hubly founded?

Hubly was founded in 2010 🔒.

What sector and industry vertical is Hubly in?

Hubly is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Hubly

Who are the top strategic acquirers in Hubly's sector and industry

Top strategic M&A buyers and acquirers in Hubly's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Hubly?

Top strategic M&A buyers groups and sectors for Hubly include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Hubly's sector and industry vertical

Which are the top PE firms investing in Hubly's sector and industry vertical?

Top PE firms investing in Hubly's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Hubly's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Hubly's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Hubly's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Hubly include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Hubly's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Hubly?

The key public trading comparables and valuation benchmarks for Hubly include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Hubly for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Hubly with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Hubly's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Hubly with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Hubly's' sector and industry vertical?

Access recent funding rounds and capital raises in Hubly's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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