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aVenture is in Alpha: aVenture recently launched early public access to our research product. It's intended to illustrate capabilities and gather feedback from users. While in Alpha, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to temporarily present this information to showcase the product's potential, but you should not yet rely upon it for your investment decisions.
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Founded in Los Angeles, Docupace Technologies is dedicated to transforming the financial services industry through its unified workflow and document management automation solutions. The company's core mission is to digitize wealth management operations, thereby enhancing efficiency, productivity, and profitability. Docupace offers a range of services including advisor transitions, client onboarding, and compensation management, all designed to streamline processes and ensure compliance.
Docupace has garnered attention for its innovative approach to financial services automation, attracting notable investors and industry leaders. The company's platform has significantly reduced the time required for advisor transitions and simplified new account openings, earning it a reputation for reliability and effectiveness. Through its impactful solutions, Docupace continues to drive digital transformation in the financial sector, helping firms modernize their operations and achieve greater success.
Operating Status
Active
Main Product(s)
Workflow Automation, Document Management
Technology
Automation
Tags
Fintech, SaaS
Model Types
Platform, Software
Revenue Type(s)
Recurring
Customer Type(s)
Enterprise, Financial
Geographic Exposure
Americas
When was Docupace Technologies founded?
Docupace Technologies was founded in 2002.
Where is Docupace Technologies's headquarters located?
Docupace Technologies's headquarters is located in DE, US.
How many employees does Docupace Technologies have?
Docupace Technologies has 129 employees as of Feb 4, 2024.
How much has Docupace Technologies raised to-date?
As of July 05, 2023, Docupace Technologies has raised a total of $19M (USD) since Apr 28, 2020.
Add Comparison
Total Raised to Date
$19M
USD
Last Update Apr 28, 2020
Total Employees Over Time
129
As of Feb 2024
Docupace Technologies Address
Delaware
United States
Source(s): This page includes data and analysis provided by the company, OpenAI, and our research analysts