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
Locked
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Social
Locked
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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
Not available
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Total Equity Funding
$16.5 M (USD)
in 3 rounds
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Latest Funding Round
Not available
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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.
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.
People of Docupace
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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.
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 |
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Private equity investment firm
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Growth equity investments are made in B2B software companies by TVC Capital.
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Investor details for Docupace
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Investments & Acquisitions by Docupace
Docupace has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Hubly and jaccomo.
Investment portfolio details for Docupace
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- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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A business management platform is offered for financial advisors.
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Compliance, workflow, and financial reporting services are provided by Jaccomo.
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Complete acquisition details for Docupace
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- Domains and locations
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Financial Statements - Docupace
Detailed financials for Docupace
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Docupace Comparisons
Peer comparison for Docupace
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are delivered for investment advisors.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Cloud-based solutions are offered for wealth management and financial advising.
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Cloud-based accounting and financial management solutions are offered to businesses.
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Detailed competitors of Docupace
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Latest news on Docupace
Complete news archive for Docupace
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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.
As of Dec 31, 2014, the latest employee count at Docupace is 18.
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's top competitors include Addepar, Delta Capita and sei.
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.