Docupace

📍 Holmdel, United States🗓 Founded 2002👥 134 employees💰 Last funded Aug 2024
Software Development🌐 docupace.com
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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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2002
Founded

Investors

1 investors
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Investor geography1 country
United States
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Frequently asked questions
Who invested in Docupace?
Docupace has 1 investors on record on gritt.io.
When did Docupace last raise funding?
The most recent investment in Docupace recorded on gritt.io was in August 2024.
When was Docupace founded?
Docupace was founded in 2002.
What industry is Docupace in?
Docupace operates in Software Development. Find similar Software Development investors on gritt.io.
Where is Docupace based?
Docupace is headquartered in Holmdel, United States.