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Docupace Technologies
AddedFeb 15, 2024
UpdatedJul 9, 2026
Docupace Technologies

Docupace Technologies

Acquisition

LA-based Docupace provides unified workflow and document management solutions for financial firms.

HQ
Los Angeles, CA, US
Founded
2002
Overview
M & A
Compare
Fundraising
Employees
Website

Founded in Los Angeles, Docupace Technologies is dedicated to transforming the financial services industry through its unified workflow and document management automation solutions. The company's core mission is to digitize wealth management operations, thereby enhancing efficiency, productivity, and profitability. Docupace offers a range of services including advisor transitions, client onboarding, and compensation management, all designed to streamline processes and ensure compliance.

Docupace has garnered attention for its innovative approach to financial services automation, attracting notable investors and industry leaders. The company's platform has significantly reduced the time required for advisor transitions and simplified new account openings, earning it a reputation for reliability and effectiveness. Through its impactful solutions, Docupace continues to drive digital transformation in the financial sector, helping firms modernize their operations and achieve greater success.

Docupace Technologies - M & A Snapshot

Open M & A

  • Genstar Capital

    Acquired Docupace Technologies • Undisclosed • Sep 1, 2024

Docupace Technologies - Similar Companies

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Docupace Technologies - Quick Facts

Who are Docupace Technologies' competitors?

Companies similar to Docupace Technologies include Documo, DocLanding, Doculife Global and PandaDoc.

When was Docupace Technologies founded?

Docupace Technologies was founded in 2002.

Where is Docupace Technologies' headquarters located?

Docupace Technologies' headquarters is located in Los Angeles, CA, US.

How much has Docupace Technologies raised to-date?

As of Jul 23, 2024, Docupace Technologies has raised a total of $19M (USD).

How many employees does Docupace Technologies have?

Docupace Technologies has 129 employees as of Feb 4, 2024.

Docupace Technologies - Classification

Technology
  • Automation
Geographic Exposure
  • Americas
Model
  • Platform
Revenue
  • Recurring
  • Software
Customer
  • Enterprise
Main Product
  • Document Management
  • Workflow Automation
Tags
  • Financial
  • Fintech
  • SaaS
NAICS
  • 540000Professional, Scientific, and Technical Services
  • 541500Computer Systems Design and Related Services
  • 541000Professional, Scientific, and Technical Services
  • 541510Computer Systems Design and Related Services
  • 541511Custom Computer Programming Services
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7371Computer Programming Services
Show 5 more industry codes
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7372Prepackaged Software