Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Hub Financial Management Logo
Hub Financial Management CB Rank
363425
Heat Score
71
Hub Financial Management offers investment, wealth management, accounting, tax, concierge and business management services.
Founded
obfuscation
Private Santa Barbara, California, United States1-10 www.hubfin.com/
Accounting
Consulting
Financial Services
Overview

Hub Financial Management
Heat Score
71

Growth Score
pts
in past quarter
Heat Score 71
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Hub Financial Management

CB Rank
363425
Hub Financial Management offers investment, wealth management, accounting, tax, concierge and business management services.
Founded
obfuscation
Private Santa Barbara, California, United States1-10 www.hubfin.com/
Accounting
Consulting
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Julie Lubin
Phone Number +1 805 681-0434
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management & Investment Oversight
Provides management and oversight of clients' wealth and investments, ensuring alignment with financial goals.
Estate Planning & Wealth Transfer
Assists clients in planning for the transfer of wealth and estate management to ensure smooth transitions.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$341.1KThis year, Hub Financial Management is projected to spend $341.1K on IT, according to Aberdeen.

Active Website Tech Count

3Hub Financial Management is actively using 3 technologies for its website, according to BuiltWith. These include SSL by Default, Envoy, and  Wix Pepyaka.
Sub-Organizations
Frequently Asked Questions

Where is Hub Financial Management's headquarters? Hub Financial Management is located in Santa Barbara, California, United States.Who are Hub Financial Management's competitors? Alternatives and possible competitors to Hub Financial Management may include HighTower Advisors, Canoe, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(411cf44 1)
|