
51 - 200 employees
Founded 2002
☁️ SaaS
💳 Fintech
🤝 B2B
💰 Private Equity Round - Docupace on 2020-04
SaaS • Fintech • B2B
Docupace is a technology company built for the wealth management industry. The company offers a comprehensive, customizable SaaS platform to digitize wealth management back-office operations and eliminate paperwork (founded/core mission referenced since 2002). The Docupace Platform provides document management, new account opening, compliance tools (ComplianceEdge, TRACKR), advisor transitions, compensation management, integrations with numerous wealthtech tools, and developer APIs; it also acquired jaccomo (jPass) in 2021 to add compliance, data integration, financial reporting, and advisor compensation accounting capabilities. The platform targets financial services firms and back-office teams, focusing on workflow automation, digital processing, security, and regulatory compliance.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🔥 23 minutes ago
Director leading enterprise software implementation and onboarding delivery at Docupace. Overseeing project management, client experience, capacity planning, and cross-functional execution.
🇺🇸 United States – Remote
💰 Private Equity Round - Docupace on 2020-04
⏰ Full Time
🔴 Lead
👔 Director
👻 Ghost score 10%
🔥 23 minutes ago
Senior Full Stack Software Developer building ComplianceEdge, Docupace’s secure RegTech platform for wealth management. Developing full-stack features, SQL databases, cloud-native services, and compliant workflows.
🏖️ New Jersey, Pennsylvania – Remote
💰 Private Equity Round - Docupace on 2020-04
⏰ Full Time
🟠 Senior
🧑💻 Full-stack Engineer
👻 Ghost score 10%
🕒 August 21
Business Analyst configuring Docupace solutions for financial-services clients. Supporting APIs, testing, workflows, deployments, and JIRA-based issue resolution.
🌾 Iowa – Remote
💵 $80k / year
💰 Private Equity Round - Docupace on 2020-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Business Analyst
👻 Ghost score 8%