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Docupace

www.docupace.com

 
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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.docupace.com
  • 11766 Wilshire Boulevard Suite 1120
    Los Angeles, CA USA 90025
  • Phone: 310.445.7722

Executives

Name Title Contact Details
John Cunningham
 Chief Information Security Officer Profile

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