Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.
Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.
Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.
Location: United States, California, Los Angeles
Phone: +1 866-582-3713
Total raised: $16.5M
Founded date: 2002
Investors 1
| Date | Name | Website |
| - | FTV Capita... | ftvcapital... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 01.06.2016 | - | $16.5M | - |
Mentions in press and media 24
| Date | Title | Description |
| 26.06.2025 | Zocks, PreciseFP Partner to Automate Data Collection in Conversations | Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a new integration with PreciseFP, the award-winning client engagement and data-gathering software from Docupace. Th... |
| 14.03.2025 | Docupace Acquires Hubly | Docupace, a Holmdel, NJ-based provider of software to streamline back-office operations of wealth management enterprises and financial advisors, acquired Hubly, a Vancouver, BC, Canada-based provider of a workflow management platform for fi... |
| 11.01.2025 | The Surge of Growth Equity: A New Era for Investment Firms | In the world of finance, the tides are shifting. Growth equity is the new gold rush. FTV Capital has struck it rich, raising over $4 billion for two new funds. This move comes at a time when initial public offerings (IPOs) are scarce. Compa... |
| 09.01.2025 | FTV Capital Raises $4 Billion for Two Growth Equity Funds | FTV Capital, a firm focused on growth-equity bets, has amassed more than $4 billion for two new funds, as it aims to capitalize on a dearth of initial public offerings that has led fast-growing companies to seek capital elsewhere. The firm ... |
| 08.08.2024 | PreciseFP's New Referral Program: A Game Changer for Client Engagement | In the fast-paced world of wealth management, staying ahead is crucial. PreciseFP, a leader in client engagement and data-gathering software, has launched a new peer referral program. This initiative is designed to amplify its reach and imp... |
| 06.08.2024 | PreciseFP Launches New Peer Referral Program to Enhance Client Engagement | Program to extend the benefits of PreciseFP to a broader network while offering exclusive rewards HOLMDEL, N.J., Aug. 6, 2024 /PRNewswire/ -- PreciseFP, the award-winning client engagement and data-gathering software from Docupace, announce... |
| 06.08.2024 | PreciseFP Launches Peer Referral Program to Enhance Client Engagement | PreciseFP, the award-winning client engagement and data-gathering software from Docupace, announced the launch of a new peer referral program. The initiative aims to reward ambassadors from the PreciseFP user community for introducing the p... |
| 23.07.2024 | Docupace Announces Strategic Majority Investment from Genstar Capital | Investment Empowers Next Stage of Growth and Innovation for Leading Software Platform Focused on Digitizing Wealth Management Operations HOLMDEL, N.J., July 23, 2024 /PRNewswire/ -- Docupace, a leading provider of software to streamline bac... |
| 23.07.2024 | Docupace Receives Strategic Majority Investment from Genstar Capital | Docupace, a Holmdeal, NJ-based provider of software to streamline back-office operations of wealth management enterprises and financial advisors, received a strategic majority investment from Genstar Capital. The amount of the deal was not ... |
| 15.02.2023 | Orion Portfolio Solutions Selects Docupace for Workflow Automation | Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio Solutions has selected the Docupace Platform to automate workflows for its wealth management platform... |
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