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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 Los Angeles, California, 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.

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Website https://docupace.com/
Revenue $15 million
Funding $16.5 million
Employees 127 (127 on RocketReach)
Founded 2002
Address 11766 Wilshire Blvd. # 1120, Los Angeles, California 90025, US
Phone (310) 445-7722
Fax (310) 445-7787
Technologies
JavaScript, HTML, PHP +77 more (view full list)
Category 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
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

Docupace Questions

The Docupace annual revenue was $15 million in 2024.

David Knoch is the CEO of Docupace.

127 people are employed at Docupace.

Docupace is based in Los Angeles, California.

The NAICS codes for Docupace are [54, 5415, 54151, 541, 541511].

The SIC codes for Docupace are [737, 73].

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