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Genstar Capital Takes on Docupace

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The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...
NEWS BRIEF 3 Industry

Docupace Adds Acclaimed Sales Leaders to High-Performing Unit

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LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...

How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors

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As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.
NEWS BRIEF 4

Docupace Appoints Leon Weiss as its New CFO

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Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...
NEWS BRIEF 3 Industry

Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief...

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George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era. LOS ANGELES – June 27, 2023 – Docupace,...

Mike Zebrowski Joins Docupace as Chief Operating Officer

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Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...
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Docupace Launches Toolkit RIAs Designed to Remove Barriers to Growth

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Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...
NEWS BRIEF 2

Early Q4 Leadership and Board Moves Underscore Tech Influence on Wealth Sector

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The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...
NEWS BRIEF 3 Industry

Digital Ops Software Provider Docupace Names Executives Supporting Strategic Growth

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Los Angeles-based fintech and wealthtech operations software provider Docupace, named several new executives and management team leads to support the company’s strategic expansion, the...

Docupace Completes Half a Million Client Accounts Transitions using Automated Program

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The Los Angeles-based fintech and digital operations software firm Docupace recently completed the successful transition of 500,000 client...