- Founded
- 2002
- Business Model
- B2B
- Website
- docupace.com
- Total Funding
- $16.5M
- Last Round
- Private EquityJul 2024
- Rounds
- 3
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 3 funding rounds and 4 investors for this company. The full record is or through the API.
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
It has raised $16.5M in total across 3 rounds, most recently a Private Equity round in Jul 2024. Investors include FTV Capital, Genstar Capital and Palisades Growth.
Tech & App Stack
7 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Jul 2024
Sign up to see all 3 events
Funding: Growth Equity through Private Equity. Amounts, valuations, and investors where available.
Investors
Similar Companies
Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...
FNZ provides a global wealth management platform that combines technology, investment operations,...
Ellie Mae is a leading provider of technology solutions for the mortgage industry.
Ramp provides an AI-powered spend management platform that combines corporate cards, expenses, ac...
Appears in
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/docupace"><img src="https://indexed.vc/api/badge/company/docupace" alt="Docupace on Indexed.vc" width="260" height="76" /></a>