Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.
Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.
Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.
Location: United States, California, Los Angeles
Phone: +1 866-582-3713
Total raised: $16.5M
Founded date: 2002
Investors 1
| Date | Name | Website |
| - | FTV Capita... | ftvcapital... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 01.06.2016 | - | $16.5M | - |
Mentions in press and media 20
| Date | Title | Description |
| 08.08.2024 | PreciseFP's New Referral Program: A Game Changer for Client Engagement | In the fast-paced world of wealth management, staying ahead is crucial. PreciseFP, a leader in client engagement and data-gathering software, has launched a new peer referral program. This initiative is designed to amplify its reach and imp... |
| 06.08.2024 | PreciseFP Launches New Peer Referral Program to Enhance Client Engagement | Program to extend the benefits of PreciseFP to a broader network while offering exclusive rewards HOLMDEL, N.J., Aug. 6, 2024 /PRNewswire/ -- PreciseFP, the award-winning client engagement and data-gathering software from Docupace, announce... |
| 06.08.2024 | PreciseFP Launches Peer Referral Program to Enhance Client Engagement | PreciseFP, the award-winning client engagement and data-gathering software from Docupace, announced the launch of a new peer referral program. The initiative aims to reward ambassadors from the PreciseFP user community for introducing the p... |
| 23.07.2024 | Docupace Announces Strategic Majority Investment from Genstar Capital | Investment Empowers Next Stage of Growth and Innovation for Leading Software Platform Focused on Digitizing Wealth Management Operations HOLMDEL, N.J., July 23, 2024 /PRNewswire/ -- Docupace, a leading provider of software to streamline bac... |
| 23.07.2024 | Docupace Receives Strategic Majority Investment from Genstar Capital | Docupace, a Holmdeal, NJ-based provider of software to streamline back-office operations of wealth management enterprises and financial advisors, received a strategic majority investment from Genstar Capital. The amount of the deal was not ... |
| 15.02.2023 | Orion Portfolio Solutions Selects Docupace for Workflow Automation | Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio Solutions has selected the Docupace Platform to automate workflows for its wealth management platform... |
| 31.01.2023 | Docupace Adds Mike Zebrowski as Chief Operating Officer | Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome Mike Zebrowski as Chief Operating Officer for the company. Zebrowski will oversee teams in product, delivery, ... |
| 28.04.2022 | Congratulations Trent Mulligan, Platform Supervisor, for Being Named a Docupace Back Office Hero | Trent Mulligan, Platform Supervisor Trent Mulligan was selected as the recipient of Docupace’s Back Office Hero Awards for the Home Office Hero category WOODBURY, NEW YORK, UNITED STATES, April 28, 2022 /EINPresswire.com/ -- Trent was honor... |
| 20.05.2021 | Docupace Acquires Compliance and Advisor Compensation System jaccomo | |
| 15.04.2021 | Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors |
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