Docupace_
Founded 1998 · 3 known investors
Docupace is a technology company for the wealth management industry, providing a platform that digitizes back-office operations including account onboarding, workflow automation, task tracking, compliance, and data integration. It serves financial professionals and firms, offering an integration hub connecting to wealthtech tools, along with data integration, financial reporting, and advisor compensation accounting via its acquired jaccomo system.
Enterprise SoftwareFintechSaaS
Investors · 3
Frequently asked questions
- What does Docupace_ do?
- Docupace is a technology company for the wealth management industry, providing a platform that digitizes back-office operations including account onboarding, workflow automation, task tracking, compliance, and data integration. It serves financial professionals and firms, offering an integration hub connecting to wealthtech tools, along with data integration, financial reporting, and advisor compensation accounting via its acquired jaccomo system.
- Who are Docupace_'s investors?
- Docupace_'s investors include FTV Capital, Genstar, TVC Capital.