Docupace
Content & Collaboration Software · New Jersey, United States · 51-200 Employees
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Overview
Headquarters
101 Crawfords Corner Rd Ste 1324, Holmde...Phone Number
(310) 445-7722Website
www.docupace.comRevenue
$15.8 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
4
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4
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2
About Docupace
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation Best Interest, and other critical workflows while maintaining SEC and FINRA compliance.Explore more
Docupace Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$26.3M
51-200
Private
-
2001
MW
Michael Wentworth-StanleyChief Financial Officer, B2B Saas Financial Technology Investment Management
Company Profile Activity
Activity Insights
Docupace is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Docupace is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Docupace.
Docupace financials insights
Gather financial insights about Docupace, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2016
Private Equity
$16.5M
Docupace Tech Stack
A closer look at the technologies used by Docupace
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Most Recent Scoops
Person-Based
Finance, Risk
Hiring Plans
Docupace has more open roles in Information Technology than it has had at any time in the past 12 months. Technologies mentioned include: SQL, and Amazon AWS.
Hiring Plans
Person-Based
Digital Technology, Customer Experience, Digital Transformation
Person-Based
New Hire
Executive Move
Executive Moves, New Hire
Docupace News & Media
Docupace names Scott Willette CTO to lead AI and cloud strategy - ROI-NJ
Holmdel-based Docupace appoints Scott Willette as CTO to lead engineering, AI initiatives and the company’s migration to AWS cloud services.Docupace Appoints Scott Willette as Chief Technology Officer - PR Newswire
/PRNewswire/ -- Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today...PreciseFP Unveils New Interface, Puts AI at the Center of Client Data Gathering
Docupace's award-winning platform transforms how financial advisors capture critical info and engage clients HOLMDEL, N.J., Nov. 4, 2025 /PRNewswire/ -- PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced the launch of its newly...Docupace Among Top Innovators in InvestmentNews' 2025 5-Star Technology Awards
HOLMDEL, N.J., Oct. 14, 2025 /PRNewswire/ -- Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today announced its inclusion in InvestmentNews 5-Star Technology, a distinguished roundup highlighting the...
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Frequently Asked Questions Regarding Docupace
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Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline a... Read More
