Insights

Rapid Growth & Investment With recent major investments from private equity firm Genstar Capital and expanding product offerings, Docupace is experiencing significant growth, creating opportunities to partner or expand deployment within large, multi-firm wealth management organizations seeking scalable back-office solutions.

Industry Recognition Award wins for onboarding and employer excellence highlight Docupace's leading position in wealthtech, making it a compelling partner or platform for firms aiming to enhance client onboarding, compliance, and operational efficiency through innovative technology.

Expanding Product Ecosystem The launch of the API Developer Portal and the acquisition of workflow management platform Hubly suggest a strategic focus on open integrations and workflow automation, presenting opportunities for sales of complementary APIs, integrations, and workflow enhancement services.

Target Market & Clients Serving some of the largest firms in the financial industry with a cloud-based platform, Docupace provides a scalable solution ideal for mid to large-sized RIAs and broker-dealers seeking secure, compliant digital operations, representing fertile sales ground for tailored SaaS offerings.

Leadership & Talent Recent executive promotion and leadership hires indicate an investment in strategic product and financial growth, signaling stability and a focus on customer-centric innovations—providing opportunities to engage with top decision-makers for upselling and strategic partnerships.

Similar companies to Docupace

Docupace Tech Stack

Docupace uses 8 technology products and services including Open Graph, PostgreSQL, GitHub Actions, and more. Explore Docupace's tech stack below.

  • Open Graph
    Content Management System
  • PostgreSQL
    Database
  • GitHub Actions
    Devops
  • AngularJS
    Javascript Frameworks
  • Angular
    Javascript Frameworks
  • HSTS
    Security
  • Django
    Web Frameworks
  • Twitter
    Widgets

Media & News

Docupace's Email Address Formats

Docupace uses at least 1 format(s):
Docupace Email FormatsExamplePercentage
First_Last@docupace.comJohn_Doe@docupace.com
94%
FirstL@docupace.comJohnD@docupace.com
4%
First.Last@docupace.comJohn.Doe@docupace.com
1%
Last.First@docupace.comDoe.John@docupace.com
1%

Frequently Asked Questions

Where is Docupace's headquarters located?

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Docupace's main headquarters is located at 101 Crawford Corner Road, Suite 1324 Holmdel, NJ 07733, US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Docupace's phone number?

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You can contact Docupace's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Docupace's official website and social media links?

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Docupace's official website is docupace.com and has social profiles on LinkedInCrunchbase.

How much revenue does Docupace generate?

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As of October 2025, Docupace's annual revenue is estimated to be $7.5M.

What is Docupace's SIC code NAICS code?

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Docupace's SIC code is 7373 - Computer Integrated Systems Design NAICS code is 5112 - Software Publishers.

How many employees does Docupace have currently?

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As of October 2025, Docupace has approximately 145 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: D. K.Chief Marketing Officer: R. G.Chief Information Security Officer: G. W.. Explore Docupace's employee directory with LeadIQ.

What industry does Docupace belong to?

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Docupace operates in the Software Development industry.

What technology does Docupace use?

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Docupace's tech stack includes Open GraphPostgreSQLGitHub ActionsAngularJSAngularHSTSDjangoTwitter.

What is Docupace's email format?

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Docupace's email format typically follows the pattern of First_Last@docupace.com. Find more Docupace email formats with LeadIQ.

When was Docupace founded?

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Docupace was founded in 2002.

Docupace

Software DevelopmentUnited States51-200 Employees

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.

Section iconCompany Overview

Headquarters
101 Crawford Corner Road, Suite 1324 Holmdel, NJ 07733, US
Phone number
SIC Code
7373 - Computer Integrated Systems Design
NAICS Code
5112 - Software Publishers
Founded
2002
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Docupace's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Docupace's revenue is estimated to be in the range of $50M$100M

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