Docupace - About the company
Docupace is a series B company based in Los Angeles (United States), founded in 2002 by Tom Embrogno. It operates as a Wealth management solution provider. Docupace has raised $16.5M in funding from FTV Capital and Genstar Capital. The company has 821 active competitors, including 109 funded and 107 that have exited. Its top competitors include companies like Avaloq, Broadridge and Altruist.
Company Details
Wealth management solution provider. It is a financial tech, digital compliance and cyber security company for financial institutions and wealth management industry. It delivers SEC/FINRA compliant paperless processing systems to financial services. The company's document management and workflow solutions simplifies the process of capturing, organizing, routing and accessing information.
- Website
- docupace.com
- Social
- Registered Address
- 400 Corporate Pointe, Suite 400 Culver City, CA 90230 USA
Key Metrics
Founded Year
2002
Location
Los Angeles, United States
Stage
Series B
Total Funding
$16.5M in 3 rounds
Latest Funding Round
Investors
Ranked
11th among 821 active competitors
Employee Count
165 as on Aug 31, 2026
Investment & Acquisitions
Legal entities associated with Docupace
Docupace is associated with 3 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
DOCUPACE TECHNOLOGIES, LLC CIN: 5178226 , United States, Active | Jul 31, 2017 | - | - | - |
Docupace Europe CIN: 40203323693 , Latvia, Active | Jun 04, 2021 | €0 - €1M (As on Dec 31, 2022) | 25 (As on Dec 31, 2022) | - |
DOCUPACE TECHNOLOGIES, LLC CIN: 5602548 , United States, Active | Sep 11, 2014 | - | 18 (As on Dec 31, 2014) | - |
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Docupace's funding and investors
Docupace has raised a total funding of $16.5M over 3 rounds. Its first funding round was on Jun 01, 2016. Its latest funding round was a PE round on Jul 24, 2024 for $*****. 1 investor participated in its latest round. Docupace has 5 institutional investors.
Here is the list of recent funding rounds of Docupace:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jul 24, 2024 | 6038132 | PE | 5905365 | 3610762 | 2973711 | 9879478 |
Apr 28, 2020 | 8573594 | Series B | 4520541 | 5035902 | 1747980 | 7694872 |
Jun 01, 2016 | 7270455 | Series A | 6020523 | 1757937 | 4365666 |
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Docupace's founders and board of directors
Founder? Claim ProfileThe founders of Docupace is Tom Embrogno.
Here are the details of Docupace's key team members:
- Tom Embrogno: Co-Founder of Docupace.
View details of Docupace's Founder profiles and Board Members
Docupace's employee count trend
Docupace has 165 employees as of Aug 26. Here is Docupace's employee count trend over the years:
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Docupace's Competitors and alternates
Top competitors of Docupace include Avaloq, Broadridge and Altruist. Here is the list of Top 10 competitors of Docupace, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Avaloq 1985, Zurich (Switzerland), Acquired | Cloud-based solutions for financial institutions | $301M | 76/100 | |
2nd |  Broadridge 2007, United States, Public | Provider of tech solution for financial service and customer communication | - | 73/100 | |
3rd | Altruist 2018, Culver City (United States), Acquired | Portfolio management software for financial advisors | $602M | 72/100 | |
4th | SEI 1968, Oaks (United States), Public | Wealth and investment management solutions for institutional investors | - | 72/100 | |
5th |  Addepar 2009, Mountain View (United States), Series G | Wealth management solutions for advisors | $759M | 71/100 | |
6th | FNZ 2003, London (United Kingdom), Acquired | Provider of wealth management platforms for financial institutions and advisors | $3.97B | 70/100 | |
7th |  Centricity 2022, Gurugram (India), Series A | Digital private wealth management platform for individuals | $51M | 70/100 | |
8th | AdvisorEngine 2014, New York City (United States), Acquired | Wealth management software platform empowering financial advisors with technology and services | $60.1M | 65/100 | |
9th | Provider of software, data, analytics, and related services for financial institutions | - | 63/100 | ||
10th | Online platform offering wealth management solutions for advisers and investors | $24.3M | 62/100 | ||
11th | Docupace 2002, Los Angeles (United States), Series B | Wealth management solution provider | $16.5M | 62/100 |
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Docupace's Investments and acquisitions
Docupace has acquired 3 companies including ComplianceEdge, Hubly and jaccomo. Docupace has not made any investments as of now.Here is the list of its acquisitions:
Date of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Feb 25, 2026 | Acquisition | 2020 | Sugar Land (United States) | |
Mar 11, 2025 | Acquisition | 2019 | New York City (United States) | |
May 20, 2021 | Acquisition | 2000 | Monmouth Junction (United States) |
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Reports related to Docupace
Here is the latest report on Docupace's sector:
News related to Docupace
Filter this listMedia has covered Docupace for a total of 4 events in the last 1 year, 1 of them has been about company updates and 1 about people movement.
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Docupace Acquires InvestEdge; Appoints Data & Analytics Veteran Brian Filanowski as CEOFintech Finance•Feb 25, 2026•Docupace, InvestEdge
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Docupace Appoints Scott Willette as CTO to Drive AI and Cloud StrategyBee Star•Jan 14, 2026•Docupace
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Docupace Recognized as Top Innovator in InvestmentNews' 2025 5-Star Technology AwardsPR Newswire•Oct 14, 2025•Docupace
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Docupace Reveals Acquisition of B.C. Financial Technology Upstart HublyFintech.ca•Mar 12, 2025•Docupace, hubley
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Docupace buys workflow management tech provider HublyPrivatebankerinternational•Mar 12, 2025•Docupace, hubley, Hubly
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Vancouver Fintech Startup Hubly Acquired by New Jersey’s DocupaceTechcouver•Mar 12, 2025•hubley, Docupace
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Docupace Accelerates Market Leadership with Strategic Acquisition of HublyPR Newswire•Mar 11, 2025•Docupace, Hubly
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Docupace Unveils Reimagined User Experience And Enhanced Platform Empowering Users Like Never BeforeGlobal Fintech Series•Oct 10, 2024•Docupace
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