DocuMatix Overview

  • Year Founded
  • 1999

Year Founded

  • 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
Corporate 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
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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New York, NY
00 As of 0000
000000000 000


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0000000000000 000000
Turku, Finland
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DocuMatix Competitors (68)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
StructuredWeb Private Equity-Backed New York, NY 00 000 000000000 000
Emaileri Corporate Backed or Acquired Turku, Finland 000000&0
TapClicks Private Equity-Backed San Jose, CA 000 0000 000000000 0000
Retention Science Formerly VC-backed Santa Monica, CA 00 000 000000000 -
Wylei Private Equity-Backed Lancaster, PA 00 00.000 00 000000 00.000
You’re viewing 5 of 68 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 »

DocuMatix FAQs

  • When was DocuMatix founded?

    DocuMatix was founded in 1999.

  • Who is the founder of DocuMatix?

    Paul Jaramillo and Trent Hawes are the founders of DocuMatix.

  • Where is DocuMatix headquartered?

    DocuMatix is headquartered in Draper, UT.

  • What industry is DocuMatix in?

    DocuMatix’s primary industry is Media and Information Services (B2B).

  • Is DocuMatix a private or public company?

    DocuMatix is a Private company.

  • What is DocuMatix’s current revenue?

    The current revenue for DocuMatix is 00000.

  • Who are DocuMatix’s competitors?

    StructuredWeb, Emaileri, TapClicks, Retention Science, and Wylei are some of the 68 competitors of DocuMatix.

  • When was DocuMatix acquired?

    DocuMatix was acquired on 29-Jun-2017.

  • Who acquired DocuMatix?

    DocuMatix was acquired by Marquis Software Solutions.

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