Docupace Technologies

Docupace Technologies provides a cloud-based digital operations platform for the wealth management sector, aimed at automating and simplifying back-office processes. The company was founded in 2002 by Michael Pinsker. An immigrant from the Soviet Union with a degree in Computer Science and Engineering from UCLA, Pinsker's background includes work in document imaging and workflow management for companies like Datamax Technologies and Unisys. This experience led him to start a consulting firm in 1997, which specialized in workflow and imaging systems, before he established Docupace to offer a SaaS-based transaction management platform for the financial services industry.

The company's core offering is the Docupace Platform, an integrated software suite that helps broker-dealers and Registered Investment Advisors (RIAs) manage critical workflows. This includes client onboarding, document management, advisor transitions, and compliance with SEC and FINRA regulations. The platform features tools for digitizing forms, which can be automatically populated with client data and routed through configurable workflows for approvals and e-signatures. Its services are designed to connect and streamline operations between clients, advisors, and a firm's back office. Revenue is generated through subscription-based models for its technology platform.

Over the years, Docupace has expanded its capabilities through strategic acquisitions. In 2021, it acquired jaccomo, a compliance and compensation accounting system, and PreciseFP, a client data-gathering tool. More recently, in March 2025, the company acquired Hubly, a workflow management platform for RIAs. The company's growth has been supported by several funding rounds, including a Series A of $16.5 million in 2016 and a Series B in 2020 led by FTV Capital. In July 2024, Genstar Capital made a strategic majority investment to support the next phase of growth and product development, with FTV Capital remaining a minority investor. David Knoch currently serves as the Chief Executive Officer, while founder Michael Pinsker holds the roles of President and board member.

Keywords: wealth management technology, digital operations platform, back-office automation, financial advisor software, RIA technology, broker-dealer solutions, client onboarding automation, document management systems, FinTech, regulatory compliance software, advisor transition tools, workflow automation, SEC compliance, FINRA compliance, SaaS for financial services, Michael Pinsker, David Knoch, FTV Capital, Genstar Capital, jaccomo, PreciseFP, Hubly