Company intelligence
Docupace
An Operating System for a Paper-based World
About Docupace
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
Verified activity
Signals from Docupace
4 published signals
People
Docupace welcomed Ken Barber as a new member of the team.
Reported by Docupace
Presence & Recognition
Docupace Hubly Inc and PreciseFP are proud supporters of Wealth Management Informa and the work they put in to showcase the best and brightest at the Wealthies 2025 event.
Reported by Ryan George
Research & Knowledge
Docupace published a new guide breaking down the four things regulators evaluate during a trade surveillance review and where most compliance teams get caught off guard.
Reported by Docupace
Presence & Recognition
Docupace was named a finalist in two categories at the ThinkAdvisor Luminaries Awards, including Thought Leader of the Year for Nora Gallegos, MBA and Operations Product or Service Innovation for PreciseFP’s AI Template Builder.
Reported by Docupace