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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...

FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Michael Pinsker of Docupace

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! * *...

Docupace Launches Cutting-Edge API Developer Portal

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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:...
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...

Docupace Announces Integration with InvestorCOM

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Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations. LOS ANGELES – June 13, 2023 – Docupace, the leader in cloud-based fintech digital operations...

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 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...

Docupace and JIFFY.ai Form Alliance to Deliver “Next-Gen Automation” to Back Office Platforms of...

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Wealth management industry cloud software giant, Docupace, is teaming up with automation application maker, JIFFY.ai, which helps enterprises automate complex business processes, to create new automation solutions including machine learning and advanced analytics that scale across enterprise operations, the company announced in late January.