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Hubly vs Wealthbox
People
Price
Published entry price
$45+per user / month
Financial Workflow Automation
Annual estimate10 people, entry price
$5,400+
10 people
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Financial Workflow Automation
Overview
Focus
Financial Workflow Automation
Financial Workflow Automation
Product
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
CRM designed specifically for financial advisors with workflow automation, portfolio integration, and compliance tracking.
Headquarters
Toronto, Canada
New York, New York
Company size
11-50 employees
11-50 employees
Founded
2017
2014
Pricing details
Plan
Published entry price
Published rate
$45+ / user / month
Billable seats
10
Free options
Free trial
Free trial
Pricing source
Source updated
Oct 30, 2026
Oct 29, 2026