Docupace

Financial Software · New Jersey, United States · 51-200 Employees

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Overview

Headquarters

101 Crawfords Corner Rd Ste 1324, Holmde...

Phone Number

(310) 445-7722

Revenue

$15.8 Million

Industry

Financial Software Software Content & Collaboration Software

About Docupace

Docupace is a Wealth Operations Platform that provides back office automation solutions tailored for financial services, enhancing operational efficiency for wealth management firms. The platform offers a comprehensive suite of tools including advisor transitions, compensation management, compliance tracking, and document management, all built on a unified data layer. Designed for financial professionals, it streamlines workflows and integrates seamlessly with existing tools to empower users with real-time insights and control over their operations. With a focus on customization and user experience, Docupace aims to transform how financial operations are managed, ultimately driving productivity and profitability.Explore more
Docupace's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Docupace Org Chart

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Scott Willette, Chief Technology Officer at Docupace
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Chief Technology Officer

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Mike Conlon, Chief Revenue Officer at Docupace
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Chief Revenue Officer

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Chief Product Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Docupace

$15.8M
51-200
Private
$16.5M
2002
Scott Willette, Chief Technology Officer at Docupace
Scott WilletteChief Technology Officer
$84M
201-500
Private
$50.3M
2001
$59.9M
201-500
Private
$5M
1970
BB
Bud BeyerPresident
$26.3M
51-200
Private
-
2001
Josh Moats, Chief Information Officer at MyVest
Josh MoatsChief Information Officer
$24.6M
51-200
Private
-
1998
$19.1M
51-200
Private
-
2002
Gautam Kanwar, President & Founder at BelWo
Gautam KanwarPresident & Founder
$7.6M
51-200
Private
-
1973
ML
Mark LewisExecutive Vice President
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Docupace Tech Stack

A closer look at the technologies used by Docupace

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Frequently Asked Questions Regarding Docupace

What is Docupace's official website?
Docupace's official website is www.docupace.com
What is Docupace's Revenue?
Docupace's revenue is $15.8 Million
What is Docupace's SIC code?
Docupace's SIC: 73,737
What is Docupace's NAICS code?
Docupace's NAICS: 51,513
How many employees does Docupace have?
Docupace has 51-200 employees
What industry does Docupace belong to?
Docupace is in the industry of: Financial Software, Software, Content & Collaboration Software
What is Docupace competition?
Docupace top competitors include: AFSVision, Milestone Group, Community Archives, BelWo
What companies has Docupace acquired?
Docupace has acquired the companies: Hubly, PreciseFP, spectruminput.com
What technology does Docupace use?
Some of the popular technologies that Docupace uses are: DocuSign, WooCommerce, WordPress.org, reCAPTCHA
Who is the CTO of Docupace?
Docupace's CTO is Scott Willette
How do I contact Docupace?
Docupace contact info: Phone number: (310) 445-7722 Website: www.docupace.com
What does Docupace do?

Docupace is a Wealth Operations Platform that provides back office automation solutions tailored for financial services, enhancing operational efficiency for wealth management firms. The platform offers a comprehensive suite of tools including advisor transitions, compensation management, compliance tracking, and document management, all built on a... unified data layer. Designed for financial professionals, it streamlines workflows and integrates seamlessly with existing tools to empower users with real-time insights and control over their operations. With a focus on customization and user experience, Docupace aims to transform how financial operations are managed, ultimately driving productivity and profitability.Read More

What are Docupace social media links?
Docupace Linkedin page Docupace Twitter page Docupace Facebook page
Who invested in Docupace?
Docupace has 4 investors including Genstar Capital, FTV Capital, Palisades Growth Capital and TVC Capital.
Is Docupace a public company?
Docupace is private company therefore does not currently have an official ticker symbol
See more information about Docupace

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