David Knoch - search results

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...

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...

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...

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.

We're now WELL into 2022 (all of 10 days as we write this!) and have had the benefit of having literally DOZENS of fintech entrepreneurs and C-suite executives volunteer to share their insights with Digital Wealth News on the coming year's trends in fintech and digital wealth

The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients. 

Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.

At this week’s OneVoice event, held in Orlando Florida, discussions that were both part of the formal agenda and informally among attendees contained a truly elevated sense of purpose and urgency on a wide range of topics – Including technology.