About Docupace
Docupace is a company based in Los Angeles (United States) founded in 2002.. 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 as of December 31, 2014. Docupace has completed 2 acquisitions, including Hubly and jaccomo. Docupace offers products and services including Docupace Platform, Advisor Transitions, Client Onboarding, and Document Management. Docupace operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Envestnet, among others.
- Headquarter Los Angeles, United States
- Employees 18 as on 31 Dec, 2014
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
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Annual Revenue
$888.09 K (USD)0as on Dec 31, 2022
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Net Profit
$114.51 K (USD)0as on Dec 31, 2022
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EBITDA
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Total Equity Funding
$16.5 M (USD)
in 3 rounds
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Latest Funding Round
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Investors
Genstar Capital
& 3 more
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Employee Count
18
as on Dec 31, 2014
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Investments & Acquisitions
Hubly
& 1 more
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Products & Services of Docupace
Docupace offers a comprehensive portfolio of products and services, including Docupace Platform, Advisor Transitions, Client Onboarding, and Document Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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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 Total Funding
- Total Rounds 3
- Last Round Last Round
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First Round
First Round
(01 Jun 2016)
- Investors Count 4
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2024 | Amount | Private Equity Round - Docupace | Valuation | Genstar Capital |
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| Apr, 2020 | Amount | Series B - Docupace | Valuation | FTV Capital |
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| Jun, 2016 | Amount | Series A - Docupace | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Founded Year | Domain | Location | |
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Private equity investment firm
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Founded Year | Domain | Location | |
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Growth equity investments are made in B2B software companies by TVC Capital.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Docupace
Docupace has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Hubly and jaccomo. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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A business management platform is offered for financial advisors.
|
2019 | ||||
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Compliance, workflow, and financial reporting services are provided by Jaccomo.
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2000 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
|
2017 | ||||
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Bionic investment advisor platform
|
2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Docupace
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Docupace Comparisons
Competitors of Docupace
Docupace operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, sei, Avaloq, 360 One and Envestnet, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| domain | founded_year | HQ Location |
Cloud-based solutions are offered for wealth management and financial advising.
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| domain | founded_year | HQ Location |
Cloud-based accounting and financial management solutions are offered to businesses.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Docupace
Frequently Asked Questions about Docupace
When was Docupace founded?
Docupace was founded in 2002 and raised its 1st funding round 14 years after it was founded.
Where is Docupace located?
Docupace is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
Is Docupace a funded company?
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 01, 2016.
How many employees does Docupace have?
As of Dec 31, 2014, the latest employee count at Docupace is 18.
What is the annual revenue of Docupace?
Annual revenue of Docupace is $888.09K as on Dec 31, 2022.
What does Docupace do?
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.
Who are the top competitors of Docupace?
Docupace's top competitors include Addepar, Delta Capita and sei.
What products or services does Docupace offer?
Docupace offers Docupace Platform, Advisor Transitions, Client Onboarding, and Document Management.
How many acquisitions has Docupace made?
Who are Docupace's investors?
Docupace has 4 investors. Key investors include Genstar Capital, FTV Capital, TVC Capital, and Palisades Growth Capital.
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