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Los Angeles, California Office
Los Angeles, California Office
Hanover, Maryland Office
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 Best Interest, and other critical workflows while maintaining SEC and FINRA compliance.
...Read MoreDocupace Technologies
Docupace Technologies - LLC
Docupace Technologies Inc
Docupace Technologies LLC
Docupace
$15.8 M
101
2002
Docupace raised a total of $16.5 M in funding over 1 rounds.
Name & Title | Social | Contact Info | |
---|---|---|---|
Kevin Armstrong General Counsel & Chief Legal Officer | Visit Profile | ||
Kevin Laraia Executive Vice President, Enterprise Sales | Visit Profile | ||
Michael Vossler Chief Revenue Officer | Visit Profile | ||
![]() Ryan George Chief Marketing Officer | Visit Profile | ||
Gregory Wilson Chief Information Security Officer | Visit Profile | ||
Elizabeth Pavlik Senior VP, Stategic Solutions | Visit Profile | ||
Sarah Sciandra Vice President, Enterprise Business Solutions | Visit Profile | ||
Adam Jakobson Vice President, Enterprise Business Solutions | Visit Profile | ||
Richard Thoeny Vice President, Product Management | Visit Profile | ||
Judie Endemann Vice President, Operations | Visit Profile | ||
Kevin Johannesen Vice President, Client Solutions | Visit Profile | ||
Scott Hunter Vice President | Visit Profile | ||
Tim O'Rourke Vice President, Enterprise Business Solutions | Visit Profile |
Name & Title | Social | Contact Info | |
---|---|---|---|
Sarah Sciandra Vice President, Enterprise Business Solutions | Visit Profile | ||
Michael Vossler Chief Revenue Officer | Visit Profile | ||
Kevin Johannesen Vice President, Client Solutions | Visit Profile | ||
Tim O'Rourke Vice President, Enterprise Business Solutions | Visit Profile | ||
Richard Thoeny Vice President, Product Management | Visit Profile | ||
Grace Alberti Project Manager | Visit Profile | ||
Gregory Wilson Chief Information Security Officer | Visit Profile | ||
Marcus Lynch Senior Network & Security Engineer | Visit Profile | ||
Kevin Armstrong General Counsel & Chief Legal Officer | Visit Profile | ||
Ricardo Islas Manager, Customer Success | Visit Profile | ||
Eugene Kulakoff Customer Success Analyst | Visit Profile | ||
Misty Irby Operations Specialist | Visit Profile | ||
Andrew Claussen Assistant Team Leader, Transition | Visit Profile | ||
Kristin Manning Marketing & Events Planner | Visit Profile |
Here's a list of some of the top trending technologies and APIs used by Docupace.
(8 Technologies)
(6 Technologies)
(5 Technologies)
(4 Technologies)
(3 Technologies)
Technology | Website Using | Market Share |
---|---|---|
DocuTAP | 24 | 0.07% |
Clockwise.MD | 70 | 0.77% |
More than 24 companies reportedly use Docupace products in their tech and software stacks
Parameter | Sample Email | Percentage | |
---|---|---|---|
1 | first_last | John_Smith@docupace.com | |
2 | first.last | John.Smith@docupace.com | |
3 | first + last | JohnSmith@docupace.com | |
4 | first | John@docupace.com | |
5 | last | Smith@docupace.com |
Company | Employees | Revenue | Top technologies |
---|---|---|---|
iManage | 785 | $259 M | |
IntelliChief LLC | 85 | $18.1 M | |
DocFinity | 79 | $7.5 M | |
Streamline Health Solutions Inc | 67 | $11.3 M | |
NetDocuments Software Inc | 350 | $73.5 M |