Docupace
PrivateLast Round
Private Equity
Jul 23, 2024
Total Funding Raised
$16.5M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Docupace operates in FinTech and is based in New Jersey. Its latest recorded funding round was a Growth Equity round in April 2020.
Docupace is a software company that provides a cloud-based platform to digitize and automate back-office operations for the wealth management industry.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Document Management, Compliance & Risk, RegTech
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Docupace Comparables
Compare Docupace with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Orion Advisor Solutions | 83% | |
| Fenergo | 79% | |
| Quik! | 75% |
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Docupace Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Equity | Jul 23, 2024 | ||||
| Growth Equity | Apr 28, 2020 | ||||
| Growth Equity | Jun 1, 2016 |
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Key People
Founding team and executive leadership
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Docupace Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| FTV Capital | Private Equity, Growth Equity |
| Palisades Growth | Growth Equity |
| TVC Capital | Growth Equity |
| Genstar Capital | Private Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 15, 2026
Mike Conlon appointed as the new Chief Revenue Officer.
- Feb 26, 2026
Acquired InvestEdge; terms were not disclosed.
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Recent news
Latest coverage and updates
- launchesOct 15, 2026
Docupace launches Docupace Next 1.0, an enterprise-scale cloud platform for wealth operations, on Oct 15th '26.
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Docupace Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Docupace's valuation, stock price, and market status.
Is Docupace a public or private company?
Docupace is a private company.
What is the current stock price of Docupace?
Docupace is a private company, so its shares have no public market price. Caplight tracks Docupace's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Docupace worth (valuation)?
Valuation information for Docupace is not publicly available.
Can I buy Docupace stock?
Docupace shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Docupace's last funding round?
Docupace's most recent funding round was Private Equity on July 23, 2024.
Who are the main investors in Docupace?
Key investors in Docupace include FTV Capital, Genstar Capital.
Will Docupace IPO soon?
No public IPO plans have been announced for Docupace.
How can I track Docupace secondary market activity?
Caplight tracks bids, offers, and trades in Docupace's shares on secondary markets.