Docupace

United States
Menasha, Wisconsin, United States, 90025

Company profile

Docupace company profile

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients.

Business identity

Contact email
[email protected]
Phone number
(866)582-3713
Operating status
Active
Company type
For Profit
Employee range
101-250 employees
Revenue range
$1M-$10M
Founded
2002-01-01, Year

Headquarters

Postal code
90025
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
M And A
Funding rounds
3
Total equity funding
$19M
Last funding
Private Equity / 2020-04-28
Last equity funding
Private Equity
Investors
3
Lead investors
3
Founders
2
Articles
70
Exited on
2024-07-23

Founders and investors

Founders

Michael PinskerTom Embrogno

Lead investors

FTV CapitalPalisades GrowthTVC Capital

Investors

FTV CapitalPalisades GrowthTVC Capital