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Docupace

Company Name

Docupace

Main Industry

Software

Website

www.docupace.com

Contact Information

Los Angeles, California Office

11766 Wilshire Blvd Ste 1120, Los Angeles, California, 90025, United States

(310) 445-7722

Los Angeles, California Office

11768 Wilshire Blvd Ste 120, Los Angeles, California, 90225, United States

Hanover, Maryland Office

1362 Mellon Rd 280, Hanover, Maryland, 21076, United States

(310) 445-7787

Docupace Profile and History

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.

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Docupace Technologies

Docupace Technologies - LLC

Docupace Technologies Inc

Docupace Technologies LLC

Docupace

Revenue

$15.8 M

Employees

101

Founded

2002

Funding History

Docupace raised a total of $16.5 M in funding over 1 rounds.

Docupace Executive Team & Key Decision Makers

Name & TitleContact Info
Kevin Armstrong
Kevin Armstrong

General Counsel & Chief Legal Officer

❅❅❅❅@docupace.com

(980) ❅❅❅-❅❅❅❅

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Kevin Laraia
Kevin Laraia

Executive Vice President, Enterprise Sales

❅❅❅❅@docupace.com

(515) ❅❅❅-❅❅❅❅

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Michael Vossler
Michael Vossler

Chief Revenue Officer

❅❅❅❅@docupace.com

(917) ❅❅❅-❅❅❅❅

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Ryan George
Ryan George

Chief Marketing Officer

❅❅❅❅@docupace.com

(214) ❅❅❅-❅❅❅❅

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Gregory Wilson
Gregory Wilson

Chief Information Security Officer

❅❅❅❅@docupace.com

(609) ❅❅❅-❅❅❅❅

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Elizabeth Pavlik
Elizabeth Pavlik

Senior VP, Stategic Solutions

❅❅❅❅@docupace.com

(424) ❅❅❅-❅❅❅❅

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Sarah Sciandra
Sarah Sciandra

Vice President, Enterprise Business Solutions

❅❅❅❅@docupace.com

(610) ❅❅❅-❅❅❅❅

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Adam Jakobson
Adam Jakobson

Vice President, Enterprise Business Solutions

❅❅❅❅@docupace.com

(415) ❅❅❅-❅❅❅❅

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Richard Thoeny
Richard Thoeny

Vice President, Product Management

❅❅❅❅@docupace.com

(720) ❅❅❅-❅❅❅❅

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Judie Endemann
Judie Endemann

Vice President, Operations

❅❅❅❅@docupace.com

(310) ❅❅❅-❅❅❅❅

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Kevin Johannesen
Kevin Johannesen

Vice President, Client Solutions

❅❅❅❅@docupace.com

(913) ❅❅❅-❅❅❅❅

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Scott Hunter
Scott Hunter

Vice President

(610) ❅❅❅-❅❅❅❅

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Tim O'Rourke
Tim O'Rourke

Vice President, Enterprise Business Solutions

❅❅❅❅@docupace.com

(610) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Sarah Sciandra
Sarah Sciandra

Vice President, Enterprise Business Solutions

❅❅❅❅@docupace.com

(610) ❅❅❅-❅❅❅❅

Visit Profile

Michael Vossler
Michael Vossler

Chief Revenue Officer

❅❅❅❅@docupace.com

(917) ❅❅❅-❅❅❅❅

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Kevin Johannesen
Kevin Johannesen

Vice President, Client Solutions

❅❅❅❅@docupace.com

(913) ❅❅❅-❅❅❅❅

Visit Profile

Tim O'Rourke
Tim O'Rourke

Vice President, Enterprise Business Solutions

❅❅❅❅@docupace.com

(610) ❅❅❅-❅❅❅❅

Visit Profile

Richard Thoeny
Richard Thoeny

Vice President, Product Management

❅❅❅❅@docupace.com

(720) ❅❅❅-❅❅❅❅

Visit Profile

Grace Alberti
Grace Alberti

Project Manager

❅❅❅❅@docupace.com

(860) ❅❅❅-❅❅❅❅

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Gregory Wilson
Gregory Wilson

Chief Information Security Officer

❅❅❅❅@docupace.com

(609) ❅❅❅-❅❅❅❅

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Marcus Lynch
Marcus Lynch

Senior Network & Security Engineer

❅❅❅❅@docupace.com

(424) ❅❅❅-❅❅❅❅

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Kevin Armstrong
Kevin Armstrong

General Counsel & Chief Legal Officer

❅❅❅❅@docupace.com

(980) ❅❅❅-❅❅❅❅

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Ricardo Islas
Ricardo Islas

Manager, Customer Success

❅❅❅❅@docupace.com

(562) ❅❅❅-❅❅❅❅

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Eugene Kulakoff
Eugene Kulakoff

Customer Success Analyst

❅❅❅❅@docupace.com

(818) ❅❅❅-❅❅❅❅

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Misty Irby
Misty Irby

Operations Specialist

❅❅❅❅@docupace.com

(972) ❅❅❅-❅❅❅❅

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Andrew Claussen
Andrew Claussen

Assistant Team Leader, Transition

❅❅❅❅@docupace.com

(712) ❅❅❅-❅❅❅❅

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Kristin Manning
Kristin Manning

Marketing & Events Planner

❅❅❅❅@docupace.com

(713) ❅❅❅-❅❅❅❅

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Top Docupace Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Docupace.

Programming Languages

(8 Technologies)

Frameworks and Libraries

(6 Technologies)

Web Analytics

(5 Technologies)

Project Management

(4 Technologies)

Marketing Automation

(3 Technologies)

Docupace Product Offerings

TechnologyWebsite UsingMarket Share
DocuTAP

DocuTAP

24

0.07%

Clockwise.MD

Clockwise.MD

70

0.77%

Largest Customers of Docupace Products

More than 24 companies reportedly use Docupace products in their tech and software stacks

Docupace Email Formats

ParameterSample EmailPercentage

Docupace Top Competitors

CompanyEmployeesRevenueTop technologies
iManage

iManage

785$259 M
IntelliChief LLC

IntelliChief LLC

85$18.1 M
DocFinity

DocFinity

79$7.5 M
Streamline Health Solutions Inc

Streamline Health Solutions Inc

67$11.3 M
NetDocuments Software Inc

NetDocuments Software Inc

350$73.5 M

What is Docupace revenue?

Docupace revenue is $15.8 M

How many employees does Docupace have?

Docupace has 101 employees

What are Docupace’s primary industries?

Docupace’s main industries are: Software, Business Services, Custom Software & IT Services

What are Docupace’s key products?

Docupace’s key products are: DocuTAP, Clockwise.MD

What are some additional names or alternative spellings that users use while searching for Docupace?

Docupace appears in search results as Docupace Technologies, Docupace Technologies - LLC, Docupace Technologies IncDocupace Technologies LLC, Docupace...See More