Docupace Secures Growth Equity Investment from FTV Capital
04/28/20, 10:03 AM
Location
los angeles Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance firm customers, as well as with the financial advisors affiliated with these businesses. Docupace also announced the appointment of David Knoch, former president of 1st Global, to the role of chief executive officer, effective immediately.
Company Info
Location
los angeles, california, united states
Additional Info
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance.
With headquarters in Los Angeles, California, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.