- Founded
- 2002
- Business Model
- B2B
- Website
- docupace.com
- 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
Create a free account — 25 credits a month to unlock the full tech & app stack, funding history, and valuations.
Sign up to view the funding chart
Create a free account — 25 credits a month to unlock funding history, valuations, and tech stacks.
Funding History
Jul 2024
Sign up to see all 3 rounds
Full funding history, per-round amounts, and investor participation.
Investors
Similar Companies
Ellie Mae is a leading provider of technology solutions for the mortgage industry.
Ramp provides spend management, corporate cards and accounts payable solutions for businesses.
FNZ is a provider of technology and administration services to the wealth management industry.
Economic infrastructure for the internet.
Fund administration services
insightsoftware is a global provider of financial reporting, budgeting, BI, and EPM software solu...