Docupace

Back Office Automation for Financial Operations Solutions

United States · Founded 2002 · $16.5M raised

Founded
2002
Business Model
B2B
Total Funding
$16.5M
Last Round
$16.5M Private EquityJul 2024
Rounds
3

About

Docupace is a technology company built for the financial services and wealth management industry. For over 20 years, the company has dedicated its resources to solving the most frustrating and time-consuming operational problems that advisors, broker-dealers, and RIAs face daily. Based in New Jersey, its team of software developers, technology leaders, compliance specialists, and financial professionals builds the leading workflow and document management automation platform for wealth management firms and their advisors.

Summary

Docupace is a Fintech company based in United States, founded in 2002. It has raised $16.5M in total across 3 rounds, most recently a $16.5M Private Equity round in Jul 2024. Investors include FTV Capital, Genstar Capital and Palisades Growth.

Tech & App Stack

7 technologies & apps tracked

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Funding History

Private EquityPrivate EquityJul 2024

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Growth Equity through Private Equity — per-round amounts, valuations, and who invested in each round.

Investors

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