Docupace, a leading provider of back-office automation technology for the wealth management sector, has announced the launch of a fully revamped user interface and user experience as it undertakes a ...

Clients: Broker-dealers, RIA firms and individual advisors. Value proposition: Provider of a fully regulation-compliant and secure digital-operation platform, including document management, workflow, ...

The back-office automation provider Docupace made dual announcements today, including the appointment of Brian Filanowski as CEO and the acquisition of InvestEdge, a compliance software provider to ...

Genstar Capital, a premier private equity player in the wealth management space, is making a majority investment in Docupace, which provides back-office software and support to advisory firms. Genstar ...

HOLMDEL, N.J., April 15, 2026 /PRNewswire/ -- Docupace (the "Company"), a leading provider of AI-enabled back-office and compliance software for wealth management firms, today announced the ...

It's helpful, then, for financial advisors to establish and maintain written workflows to help them stay organized. At the very least, solo and small ensemble advisors can use checklists to stay on ...

Private equity firm Genstar Capital has acquired a majority share in Docupace, a provider of financial industry software headquartered in Holmdel, N.J., Docupace announced today. Genstar invests in ...

Docupace, a provider of cloud-based fintech software for the wealth management industry, is giving developers the access and ability to craft and test their own solutions using the company's APIs.

HOLMDEL, N.J., Jan. 14, 2026 /PRNewswire/ -- Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today announced ...

David Knoch serves as CEO of Docupace and Louis Retief serves as CEO of Hubly Docupace was founded in 2002 and Hubly was founded in 2019 Docupace, which is backed by Genstar Capital, has acquired ...

This week, Docupace’s turn-key Advisor Transitions Program hit a milestone it has been building to since its launch in 2017. The California-based fintech focused on helping financial professionals on ...