About Docupace
Docupace is a Technology company based in Los Angeles (United States) founded in 2002. Wealth management solutions are delivered for financial institutions and compliance. Docupace has raised $16.5 million across 3 funding rounds from investors including Genstar Capital, FTV Capital and TVC Capital. The company has 18 employees. Docupace has completed 2 acquisitions, including Hubly and jaccomo. Docupace offers products and services including Docupace Platform, Advisor Transitions, Client Onboarding, and Document Management. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its competitors include Addepar, sei and Envestnet; 1 of its 3 listed competitors has raised funding.
Company details
Docupace was founded in 2002 in Los Angeles, United States, as a fintech company focused on the wealth management sector. Digital compliance and cybersecurity tools are provided to financial institutions. SECFINRA-compliant paperless processing systems are offered, along with document management and workflow solutions that facilitate information capture, organization, routing, and access. Operations target the financial services industry.
- Headquarters Los Angeles, United States
- Employees 18
- SectorsTechnology
- Website docupace.com
- Social LinkedIn X Facebook
- Annual Revenue$888.09 K (USD)as on Dec 31, 2022
- Net Profit$114.51 K (USD)as on Dec 31, 2022
- Total Equity Funding$16.5M (USD)
in 3 rounds
- InvestorsGenstar Capital
& 3 more
- Employee Count18
- Investments & AcquisitionsHubly
& 1 more
Products & Services of Docupace
Docupace offers a comprehensive portfolio of products and services, including Docupace Platform, Advisor Transitions, Client Onboarding, and Document Management.
Comprehensive platform for digitizing operations and enhancing productivity.
Tools for quick transfer of advisors' business books.
System for simple account opening and compliance synchronization.
Secure cloud-based solution for record storage and audits.
Funding Insights of Docupace
Docupace has successfully raised a total of $16.5M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $16.5M
- Total Rounds 3
- First Round $16.5M
(Jun 2016)
- Investors Count 4
All 3 funding rounds of Docupace with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2024 | Private Equity Round | – | Genstar Capital | – | |
| Apr 2020 | Series B | – | FTV Capital | – | |
| Jun 2016 | $16.5M | Series A | – | – |
4 investors in total: 4 institutional.
Investors in Docupace
Docupace has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include Genstar Capital, FTV Capital and TVC Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| gencap.com | ||||
Private equity investment firm | ftvcapital.com | San Francisco, United States | ||
Growth equity investments are made in B2B software companies by TVC Capital. | tvccapital.com | San Diego, USA | ||
| palisadesgrowth.com |
Investor details for Docupace
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Docupace
44 people are tracked at Docupace (19 in leadership, 2 in board & advisors, 23 in team); the tracked headcount is 18.
| Name | Role | Group |
|---|---|---|
David Knoch | CEO | Leadership |
Jennifer Schwartz | Director Of Professional Services, CSM | Leadership |
Leon Weiss | CFO | Leadership |
Christina Cavalli | VP & Chief Human Reource Officer | Leadership |
Gregory Wilson | Chief Information Security Officer | Leadership |
Michael Kroener | Vice President Of Enterprise Business Solutions | Leadership |
Ryan George | Chief Marketing Officer | Leadership |
Mike Zebrowski | Chief Operating Officer | Leadership |
Michael Vossler | Chief Revenue Officer | Leadership |
Michael Smigie | Vp, Enterprise Business Solutions | Leadership |
Ashley Treangen | Head Of Communications | Leadership |
Sarah McCusker Sciandra | Vice President, Enterprise Business Solutions | Leadership |
Eric Peters | Vice President, Enterprise Business Solutions | Leadership |
Larry Reiter | VP - Client Solutions | Leadership |
Steve Lucken | Director Of Fp&a | Leadership |
Kevin Johannesen | Vice President Client Solutions | Leadership |
Matt Fields | Vice President Of Research And Development | Leadership |
Mel Mock | Vp, Customer Experience | Leadership |
Judie Endemann | VP, Operations | Leadership |
Robert Anderson | Board Member | Board & advisors |
24 more people are available in the full profile.
Complete people profiles for Docupace
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Docupace
Docupace has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Hubly and jaccomo.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
A business management platform is offered for financial advisors. | myhubly.com | New York, United States | 2019 | Mar 2025 | •••• | |
Compliance, workflow, and financial reporting services are provided by Jaccomo. | jaccomo.com | Monmouth Junction, United States | 2000 | May 2021 | •••• |
Complete acquisition details for Docupace
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Docupace
Competitors of Docupace
Docupace has 3 listed competitors in our database, 1 of them funded. They include Addepar, sei and Envestnet.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| seic.com | 1968 | Oaks, United States | 5,061 | Wealth and investment management solutions are offered to institutional investors. | ||
| envestnet.com | 1999 | Berwyn, United States | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. |
Detailed competitors of Docupace
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Docupace
The website of Docupace (docupace.com) receives about 6.7K visits a month.
- Monthly visits6.7K
▼ 23% vs previous month
Websites whose visitors overlap most with Docupace. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| docsvault.com | 100% | #3,343,811 | View details | ||
| edocorganizer.com | 92% | View details | |||
accalio.com | accalio.com | 92% | – | ||
| google.com | 62% | 85.8B | #1 | View details | |
cherrylan.com | cherrylan.com | 59% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for Docupace
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 8 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Docupace (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Docupace
Complete news archive for Docupace
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- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Docupace
Docupace was founded in 2002 and raised its 1st funding round 14 years after it was founded.
Docupace is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
Docupace is a funded company, having raised a total of $16.5M across 3 funding rounds to date. The company's 1st funding round was a Series A of $16.5M, raised on Jun 2016.
Docupace has 18 employees.
Annual revenue of Docupace is $888.09K as on Dec 31, 2022.
Docupace was founded in 2002 in Los Angeles, United States, as a fintech company focused on the wealth management sector. Digital compliance and cybersecurity tools are provided to financial institutions. SECFINRA-compliant paperless processing systems are offered, along with document management and workflow solutions that facilitate information capture, organization, routing, and access. Operations target the financial services industry.
Docupace offers Docupace Platform, Advisor Transitions, Client Onboarding, and Document Management.
Docupace has 4 investors. Key investors include Genstar Capital, FTV Capital, TVC Capital, and Palisades Growth Capital.