DocuMatix Overview

  • Founded
  • 1999
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

DocuMatix General Information


Provider of software platform for marketing campaigns intended to simplify communications for credit unions and other financial institutions. The company's communications software platform allows financial institutions to conduct automated, trigger-based marketing campaigns using email marketing, marketing automation, secure web forms, events, surveys, polls, PURLs, financial calculators, SMS text messaging and on-line elections to drive customer awareness and loyalty enabling clients to improve their market presence as well as productivity.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Media and Information Services (B2B)
Other Industries
Business/Productivity Software
Communication Software
Primary Office
  • 13937 South Sprague Lane
  • Suite 225
  • Draper, UT 84020
  • United States
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DocuMatix Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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DocuMatix Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of software platform for marketing campaigns intended to simplify communications for credit unions and other fi
Media and Information Services (B2B)
Draper, UT


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Turku, Finland


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Lititz, PA
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DocuMatix Competitors (78)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Emaileri Corporate Backed or Acquired Turku, Finland 000000&0
0000000 Corporation Lititz, PA 000 000000000 -
00000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
0000000 Venture Capital-Backed Boston, MA 0000 00000 000000 - 000 00000
00000000000 Formerly VC-backed New York, NY 000 00.000 000000&0 00.000
You’re viewing 5 of 78 competitors. Get the full list »

DocuMatix Executive Team (3)

Name Title Board Seat Contact Info
Mike Holman Chief Financial Officer
Paul Jaramillo Co-Founder & Chief Client Experience Executive
Trent Hawes Co-Founder & Chief Product Innovation Executive
To view DocuMatix’s complete executive team members history, request access »