Key facts
- Notable investors include Monroe Capital, Genstar Capital.
- Status: Privately Held (backing).
Leadership
- Scott WilletteChief Technology Officer
Investors
2- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for Docupace Technologies
- ·The full record, as it builds
Funding rounds
No funding rounds for Docupace Technologies are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Docupace Technologies
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.
- Sector
- Information Technology
- HQ
- Holmdel, NJ, United States
- Employees
- 141
- Website
- docupace.com/
- Ownership
- Privately Held (backing)
Docupace Technologies doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Docupace Technologies shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Docupace Technologies in its N-PORT filings yet. We sweep new filings monthly.