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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...

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:...

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...

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...

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...

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...

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...

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