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Docupace, the cloud-native engine quietly powering many of America’s financial advisors, thinks it has found the right person to overhaul that experience from the...

A new integration between PreciseFP, the data-gathering workhorse owned by wealthtech provide Docupace, and FinMate AI, an AI assistant built by former financial advisors,...

Docupace, the back-office operations service provider, has appointed J.T. Petrilli as head of mergers & acquisitions. According to the company release, Petrilli will report...

Docupace, the back-office solutions provider and parent company of PreciseFP, is expanding with the acquisition of Hubly, a Vancouver-based workflow management platform designed for...

In a move aimed at accelerating product innovation, Docupace, a leader in back-office automation for wealth management, has announced Elizabeth Pavlik’s promotion to Chief...

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...

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Ryan George of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.

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...

Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech’s top C-suite executives! * *...

LOS ANGELES – September 19, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced today its latest offering:...