Docupace Technologies Overview

  • Year Founded
  • 2002

Year Founded

  • Status
  • Private

  • Employees
  • 133

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 5

  • Investments
  • 3

Docupace Technologies General Information

Description

Developer of cloud-based software intended to serve wealth management firms to store their documents in a secure cloud-based vault that is always prepared for an audit. The company's platform offers client onboarding, document management, surveillance and compliance, advisor transition, and other services, thereby simplifying clients' processes and digitizing data, increasing efficiency, productivity and profits.

Contact Information

Website
www.docupace.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 101 Crawfords Corner Road
  • Suite 1324
  • Holmdel, NJ 07733
  • United States
+1 (310)
Primary Industry
Database Software
Other Industries
Business/Productivity Software
Vertical(s)
CloudTech & DevOps, SaaS
Corporate Office
  • 101 Crawfords Corner Road
  • Suite 1324
  • Holmdel, NJ 07733
  • United States
+1 (310)

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Docupace Technologies Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Docupace Technologies Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of cloud-based software intended to serve wealth management firms to store their documents in a secure cloud-b
Database Software
Holmdel, NJ
133 As of 2024

Newark, NJ

Lehi, UT
 
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Docupace Technologies Competitors (45)

One of Docupace Technologies’s 45 competitors is Panasonic ( Business/Productivity Software), a Corporation company based in Newark, NJ.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Panasonic ( Business/Productivity Software) Corporation Newark, NJ
NetDocuments Private Equity-Backed Lehi, UT
Cognidox Corporation Cambridge, United Kingdom
Newforma Private Equity-Backed Boston, MA
DocuWare Formerly PE-Backed Germering, Germany
You’re viewing 5 of 45 competitors. Get the full list »

Docupace Technologies Patents

  • 2

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • Pending

  • Expiring in next 12 mo

Docupace Technologies Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20120278251-A1 System and method for compliant integrated paperless workflow Inactive 26-Apr-2011
US-20140297535-A1 System and method for compliant integrated workflow Inactive 26-Apr-2011

Docupace Technologies Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Docupace Technologies Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Docupace Technologies Investments (3)

Docupace Technologies’s most recent deal was a Buyout/LBO with Hubly. The deal was made on 11-Mar-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Hubly 11-Mar-2025 Buyout/LBO Financial Software
PreciseFP 30-Sep-2021 Buyout/LBO Financial Software
Jaccomo 26-May-2021 Buyout/LBO Financial Software
To view Docupace Technologies’s complete investments history, request access »

Docupace Technologies Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
Hubly Vancouver, Canada 2019
PreciseFP Alpharetta, GA 2007

Docupace Technologies FAQs

  • When was Docupace Technologies founded?

    Docupace Technologies was founded in 2002.

  • Where is Docupace Technologies headquartered?

    Docupace Technologies is headquartered in Holmdel, NJ.

  • What is the size of Docupace Technologies?

    Docupace Technologies has 133 total employees.

  • What industry is Docupace Technologies in?

    Docupace Technologies’s primary industry is Database Software.

  • Is Docupace Technologies a private or public company?

    Docupace Technologies is a Private company.

  • What is Docupace Technologies’s current revenue?

    The current revenue for Docupace Technologies is .

  • How much funding has Docupace Technologies raised over time?

    Docupace Technologies has raised $2.5M.

  • Who are Docupace Technologies’s investors?

    Genstar Capital and Monroe Capital have invested in Docupace Technologies.

  • Who are Docupace Technologies’s competitors?

    Panasonic ( Business/Productivity Software), NetDocuments, Cognidox, Newforma, and DocuWare are some of the 45 competitors of Docupace Technologies.

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