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 and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
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Docupace Unveils Strategic Vision Charting the Future of AI in Wealth Management - PR Newswire

Docupace Unveils Strategic Vision Charting the Future of AI in Wealth Management PR Newswire

Docupace Named to CNBC World's Top Fintech Companies 2025 List - Lelezard

Docupace Named to CNBC World's Top Fintech Companies 2025 List Lelezard

Docupace Promotes Elizabeth Pavlik to Chief Product Officer - citybiz

Docupace Promotes Elizabeth Pavlik to Chief Product Officer citybiz

Docupace Appoints Mary Nelson as Chief Client Officer - PR Newswire

Docupace Appoints Mary Nelson as Chief Client Officer PR Newswire

Docupace Accelerates Market Leadership with Strategic Acquisition of Hubly - PR Newswire

Docupace Accelerates Market Leadership with Strategic Acquisition of Hubly PR Newswire

Docupace buys workflow management tech provider Hubly - Private Banker International

Docupace buys workflow management tech provider Hubly Private Banker International

D.A. Davidson Leverages Docupace to Fulfill Disclosure Delivery Requirements to Clients - The Wealth Advisor

D.A. Davidson Leverages Docupace to Fulfill Disclosure Delivery Requirements to Clients The Wealth Advisor

Docupace Announces Majority Investment from Genstar Capital - citybiz

Docupace Announces Majority Investment from Genstar Capital citybiz

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before - PR Newswire

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before PR Newswire

Docupace Among Top Innovators in InvestmentNews' 2025 5-Star Technology Awards - PR Newswire

Docupace Among Top Innovators in InvestmentNews' 2025 5-Star Technology Awards PR Newswire

Docupace Launches Cutting-Edge API Developer Portal - PR Newswire

Docupace Launches Cutting-Edge API Developer Portal PR Newswire

Docupace Wins WealthTech Employer of the Year from WealthTech Americas - PR Newswire

Docupace Wins WealthTech Employer of the Year from WealthTech Americas PR Newswire

Docupace Acquires Compliance and Advisor Compensation System jaccomo - PR Newswire

Docupace Acquires Compliance and Advisor Compensation System jaccomo PR Newswire

2025 Stevie® Awards for Sales & Customer Service Honors Docupace with Gold, Silver and Bronze Awards - PR Newswire

2025 Stevie® Awards for Sales & Customer Service Honors Docupace with Gold, Silver and Bronze Awards PR Newswire

Docupace Secures Growth Equity Investment from FTV Capital - PR Newswire

Docupace Secures Growth Equity Investment from FTV Capital PR Newswire

Docupace CEO David Knoch Appointed to FSI Board of Directors - PR Newswire

Docupace CEO David Knoch Appointed to FSI Board of Directors PR Newswire

Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors - PR Newswire

Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors PR Newswire

PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning - PR Newswire

PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning PR Newswire

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations - Business Wire

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations Business Wire

Docupace Welcomes J. David Ballard as President and COO - PR Newswire

Docupace Welcomes J. David Ballard as President and COO PR Newswire

Docupace Closes $16.5 Million In Funding - PR Newswire

Docupace Closes $16.5 Million In Funding PR Newswire

Docupace Taps Veteran Sales Director James Caulkins as Chief Revenue Officer - PR Newswire

Docupace Taps Veteran Sales Director James Caulkins as Chief Revenue Officer PR Newswire

Docupace Technologies and SIGNiX Partner for Digital Signature Integration - PR Newswire

Docupace Technologies and SIGNiX Partner for Digital Signature Integration PR Newswire

J.P. Turner Goes Paperless with Docupace Technologies - PR Newswire

J.P. Turner Goes Paperless with Docupace Technologies PR Newswire

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