Docupace is the Wealth Operations Platform: a connected, configurable system for the operational jobs at the heart of wealth management - client data gathering, account opening & maintenance, advisor transitions, surveillance & compliance, and compensation - all using a single unified data layer that firms can build on and integrate across their technology ecosystem. Serving the industry’s largest broker-dealers and RIAs since 2002.
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Docupace Questions
The Docupace annual revenue was $15.8 million in 2026.
Michael Zebrowski is the COO of Docupace.
122 people are employed at Docupace.
Docupace is based in Holmdel, New Jersey.
The NAICS codes for Docupace are [54, 5415, 54151, 541511, 541].
The SIC codes for Docupace are [73, 737].
Top Docupace Employees
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Michael Zebrowski
Chief Operating Officer at Docupace
Philadelphia, PA, US25+ -
Robert McGill
President - Compliance and Compensation at Docupace
Braintree, MA, US15+ -
Scott Willette
Chief Technology Officer at Docupace
Chapel Hill, NC, US45+ -
Jon Ewing
Chief Marketing Officer at Docupace
Washington, CT, US25+ -
Mike Conlon
Chief Revenue Officer at Docupace
Austin, TX, US35+ -
Rich Stanek
Chief Financial Officer at Docupace
Denver, CO, US14 -
Leon Weiss
Chief Financial Officer at Docupace
Charlotte, NC, US25+ -
Liz Pavlik
Chief Product Officer at Docupace
Florida, United States12 -
Michael Smigie
VP, Enterprise Business Solutions at Docupace
Holmdel, NJ, US24
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