Docupace

Holmdel, New Jersey, United Statesdocupace.com1expert edge

Cloud-based operations and compliance software for wealth management firms, established 20+ years. Provides document management, workflow automation, client onboarding, and advisor transition tools. Acquired jaccomo in 2021.

Why interesting to a deal team

Hardwick chairs board. Critical back-office infrastructure for advisors. 2021 jaccomo acquisition adds data/compliance capabilities. Genstar portfolio company enabling operational efficiency gains across advisory platforms.

Experts connected to this company

Lori HardwickChair of the Board of Directors since October 2022

Lori Hardwick

Board Member and Strategic Advisor

Orion Advisor Solutions, Cetera Financial Group, Cerity Partners, Docupace, Vestwell; Strategic Advisor to Genstar Capital

AdvisorUnited States

She sits on the boards of Orion, Cetera, Cerity, Docupace, and Vestwell while advising Genstar Capital, giving her a rare cross-cutting view of RIA-aggregation deal flow and platform economics.

Sources

Structured dataPrimary
docupace.com
Page titlePress
prnewswire.com/news-releases/docupace-names-wealth-management-and-wealthtech-leader-lori-hardwick-chair-of-board-of-directors-301648143.html

Strongest evidenceStructured data2 public sourcesHow the grades work