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Docupace logo — Your Wealth Operations Platform

Docupace

Your Wealth Operations Platform

Founded 2002 United States Holmdel, United States 164 employees Private Equity Total: $19.00M Analytics, Automation +3

General Information

Company Name Docupace
Founded Year 2002
Location United States Holmdel, United States
Founders / Decision Makers
Team member Team member
Employees 164
Industries Analytics, Automation, Financial Services +2
Funding Stage Private Equity
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Service Fee, Usage Based
Social

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Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

Acquisition Made Oct 30, 2026

Docupace has acquired Hubly, a financial advisors workflow management platform.

Product Launch Oct 28, 2026

Docupace launched Docupace Next, the first release of their new platform architecture for wealth operations.

Event Participation Oct 23, 2026

Docupace will participate in The Wealth Mosaic Live 2026: US at the Nasdaq MarketSite in New York.

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AI Insight

Bounce Watch AI
1 week ago

Docupace is strategically enhancing its core offering with the launch of 'Docupace Next,' a new platform architecture aimed at modernizing wealth operations. This significant product evolution, alongside their continued engagement in key industry events, signals a proactive push to solidify their market position and drive innovation. These developments highlight a clear focus on strengthening their technological foundation and reaffirming their leadership in the wealth management sector.

Signal Types
Product Launch Market Engagement
Strategic Labels
Platform Modernization Product Innovation Industry Leadership
Next Move: Scaling
·
Impact: 8/10
·
Ideal For: Fintech PE Funds — WealthTech Solutions

About Docupace

Docupace, founded in 2002, is a pioneering digital operations technology provider catering to the wealth management sector. Leveraging its slogan, "An Operating System for a Paper-based World," Docupace addresses the industry's need for efficient and secure data processing.

Based in the United States, this company delivers a comprehensive suite of tools through the secure, cloud-based Docupace Platform. Their offerings enable broker-dealers, RIAs, and advisors to automate crucial tasks such as client onboarding, document management, and advisor transitions, ensuring seamless compliance with SEC and FINRA regulations.

Docupace represents key industries including Analytics, Automation, Financial Services, Fintech, and Privacy and Security. The last significant financial event was a Private Equity Round investment on April 28, 2020, led by FTV Capital. The company's commitment to innovation and compliance makes it a promising prospect for investors seeking opportunities in fintech solutions.

Business keywords: Digital Operations Technology, Wealth Management, Data Digitization, Client Onboarding, Document Management, Advisor Transitions, Regulation BI Compliance, Cloud-Based Solutions, Financial Services Automation, Integrated Software Suite, Straight Through Processing, E-Signature, New Account Opening, Broker-Dealer Solutions

Services & Products

Docupace Platform
Advisor Transitions
New Account Opening
Compensation Management
Compliance TRACKR
Document Management
Surveillance and Compliance

Target Customers

Financial Professionals Wealth Management Firms Advisors Admins in Finance

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
FTV Capital
FTV Capital
28 Apr 2020
Funding Round $2.50M -
09 Jan 2018
Private Equity Round $16.50M 2
TVC Capital
TVC Capital, Palisades Growth
01 Jun 2016

Latest News

View All
Genstar-backed Docupace acquires financial advisors workflow management platform Hubly — PEI Private Equity
Genstar-backed Docupace acquires financial advisors workflow management platform Hubly
PEI Private Equity Oct 30, 2026
Genstar-backed Docupace acquires fintech firm InvestEdge — PEI Private Equity
Genstar-backed Docupace acquires fintech firm InvestEdge
PEI Private Equity Oct 23, 2026
Wealthtech News: Docupace Launches Next, an Agentic AI Platform — Wealth Management
Wealthtech News: Docupace Launches Next, an Agentic AI Platform
Wealth Management Oct 16, 2026

Docupace Alternatives & Competitors

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FAQ About Docupace

Your Wealth Operations Platform
Docupace was founded in 2002.
Docupace is headquartered in Holmdel, United States.
Docupace operates in Analytics, Automation, Financial Services, Fintech and Privacy and Security. Its work centres on Digital Operations Technology, Wealth Management, Data Digitization and Client Onboarding. Its customers include Financial Professionals, Wealth Management Firms and Advisors.
Docupace has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Service Fee and Usage Based.
Docupace has approximately 164 employees.
Docupace has completed 3 funding rounds, raising a total of $19.00M. The latest funding stage is Private Equity.
Docupace offers: Docupace Platform, Advisor Transitions, New Account Opening, Compensation Management, Compliance TRACKR, Document Management, Surveillance and Compliance.
Top alternatives and competitors to Docupace include Lifeworks Advisors, CoorpID, Asset-Map, Signaturit Group, BridgeFT. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Docupace and Lifeworks Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Docupace, https://www.bouncewatch.com/company/docupace, updated 31 October 2026. When citing, please name BounceWatch and link this page.

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