Company profile: Docupace
1.1 - Company Overview
Company description
- Provider of digitization and automation solutions for the financial advice and investment industry, including client onboarding with pre-populated forms and compliance checks, cloud-based document management, digital advisor transitions, an RIA productivity suite, automated delivery of regulatory disclosures (Form CRS, Form ADV, DOL Rule), and pre/post-trade compliance with flagging and audit alerts.
Products and services
- RIA Productivity Suite: Docupace architects an enterprise-grade suite that digitizes, streamlines, and automates advisory firm operations to reduce costs and improve efficiency across everyday workflows
- Client Onboarding: Docupace engineers an integrated system automating new account opening and maintenance with pre-populated forms, embedded compliance checks, and platform integrations for faster advisor onboarding
- Compliance TRACKR: Docupace delivers a Reg BI-compliant platform automating regulatory disclosure delivery, ensuring adherence to Form CRS, Form ADV, and the DOL Rule for advisors
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Docupace
KCG BondPoint
HQ: United States
Website
- Description: Provider of electronic fixed income trading solutions offering access to centralized liquidity and automated, cost-efficient trade execution services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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- Acquisitions: ●●
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Say Technologies
HQ: United States
Website
- Description: Provider of a technology platform that empowers shareholders to access their full ownership rights, featuring proxy processing, fund reports, trade confirmations, post-sale prospectus delivery, voluntary corporate actions, and class actions processing. Founded in 2017 and headquartered in New York.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Tamarac
HQ: United States
Website
- Description: Provider of a suite of software tools and advisor services for Independent Registered Investment Advisors, automating portfolio management, rebalancing, trading, reporting, client management, and CRM. Offerings include Tamarac Suite, Tamarac Reporting, Tamarac CRM, Tamarac Trading, a Unified Managed Account solution, and back-office support for data reconciliation, account aggregation, and compliance reporting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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NetConsult
HQ: United Kingdom
Website
- Description: Provider of built-to-order IT services for the alternative investment sector, covering the full range needed to run secure, compliant and efficient organisations, from initial infrastructure design to a fully managed system.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Dynamo Software
HQ: United States
Website
- Description: Provider of a configurable, cloud-based investment management platform for the alternative asset industry that consolidates front, middle, and back office operations for GPs, LPs, and service providers, with modules for investor relations, deal management, portfolio monitoring, fund accounting integration, and an investor portal.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Dynamo Software company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Docupace
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Docupace
2.2 - Growth funds investing in similar companies to Docupace
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4 - Top valuation comps for Docupace
4.2 - Public trading comparable groups for Docupace
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