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Docupace logo — An Operating System for a Paper-based World

Docupace

An Operating System for a Paper-based World

Founded 2002 United States Holmdel, United States 145 employees Private Equity Total: $19.00M Analytics, Automation +3

General Information

Company Name Docupace
Founded Year 2002
Location United States Holmdel, United States
Founders / Decision Makers
Team member Team member
Employees 145
Industries Analytics, Automation, Financial Services +2
Funding Stage Private Equity
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Service Fee, Usage Based
Social

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About Docupace

Docupace, founded in 2002, is a pioneering digital operations technology provider catering to the wealth management sector. Leveraging its slogan, "An Operating System for a Paper-based World," Docupace addresses the industry's need for efficient and secure data processing.

Based in the United States, this company delivers a comprehensive suite of tools through the secure, cloud-based Docupace Platform. Their offerings enable broker-dealers, RIAs, and advisors to automate crucial tasks such as client onboarding, document management, and advisor transitions, ensuring seamless compliance with SEC and FINRA regulations.

Docupace represents key industries including Analytics, Automation, Financial Services, Fintech, and Privacy and Security. The last significant financial event was a Private Equity Round investment on April 28, 2020, led by FTV Capital. The company's commitment to innovation and compliance makes it a promising prospect for investors seeking opportunities in fintech solutions.

Business keywords: Digital Operations Technology, Wealth Management, Data Digitization, Client Onboarding, Document Management, Advisor Transitions, Regulation BI Compliance, Cloud-Based Solutions, Financial Services Automation, Integrated Software Suite, Straight Through Processing, E-Signature, New Account Opening, Broker-Dealer Solutions

Services & Products

Docupace Platform
Advisor Transitions
New Account Opening
Compensation Management
Compliance TRACKR
Document Management
Surveillance and Compliance

Target Customers

Financial Professionals Wealth Management Firms Advisors Admins in Finance

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
FTV Capital
FTV Capital
28 Apr 2020
Funding Round $2.50M -
09 Jan 2018
Private Equity Round $16.50M 2
TVC Capital
TVC Capital, Palisades Growth
01 Jun 2016

Docupace Alternatives & Competitors

Docupace vs
Lifeworks Advisors
Lifeworks Advisors United States

The Future of Advice®

Venture round
34 employees
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Docupace vs
CoorpID
CoorpID The Netherlands

CoorpID - joining forces with Encompass Corporation as the leader in Corporate Digital Identity.

Acquired
8 employees
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Docupace vs
Asset-Map
Asset-Map United States

We combine design thinking and personal finance to communicate a household's complete financial pict...

Series B
44 employees
Financial Services, Fintech

FAQ About Docupace

An Operating System for a Paper-based World
Docupace was founded in 2002.
Docupace is headquartered in Holmdel, United States.
Docupace operates in Analytics, Automation, Financial Services, Fintech and Privacy and Security. Its work centres on Digital Operations Technology, Wealth Management, Data Digitization and Client Onboarding. Its customers include Financial Professionals, Wealth Management Firms and Advisors.
Docupace has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Service Fee and Usage Based.
Docupace has approximately 145 employees.
Docupace has completed 3 funding rounds, raising a total of $19.00M. The latest funding stage is Private Equity.
Docupace offers: Docupace Platform, Advisor Transitions, New Account Opening, Compensation Management, Compliance TRACKR, Document Management, Surveillance and Compliance.
Top alternatives and competitors to Docupace include Lifeworks Advisors, CoorpID, Asset-Map, Signaturit Group, BridgeFT. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Docupace and Lifeworks Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Docupace, https://bouncewatch.com/company/docupace, updated 3 February 2026. When citing, please name BounceWatch and link this page.

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