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.
View Top Employees from DocupaceWebsite | https://docupace.com/ |
Revenue | $15 million |
Funding | $16.5 million |
Employees | 127 (127 on RocketReach) |
Founded | 2002 |
Address | 101 Crawford Corner Road Suite 1324, Holmdel, New Jersey 07733, US |
Phone | (310) 445-7722 |
Fax | (310) 445-7787 |
Technologies |
JavaScript,
HTML,
PHP
+77 more
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Industry | Document Management, Software Development, Information & Document Management, Web-Based, Business Services, Information Technology, Imaging, Software, Security, Workflow, Privacy and Security, Saas, Straight Thru Processing |
Web Rank | 20 Million |
Keywords | Financial Services Technology, Wealth Management Guidance, Document Management |
Competitors | DocuWare, Document Advantage Corporation, External IT, Intellinetics, Inc., Paperwise |
SIC | SIC Code 737 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 5415 Companies, NAICS Code 54151 Companies, NAICS Code 541 Companies, NAICS Code 541511 Companies |
Looking for a particular Docupace employee's phone or email?
The Docupace annual revenue was $15 million in 2024.
Michael Zebrowski is the COO of Docupace.
127 people are employed at Docupace.
Docupace is based in Holmdel, New Jersey.
The NAICS codes for Docupace are [54, 5415, 54151, 541, 541511].
The SIC codes for Docupace are [737, 73].