Docupace
Company Snapshot
Issuer Type
private
Issuer Industry
Financial Services
Entity Type
Equity
Highlights
- Is a suite of paperless tools designed to help you
- Onboard new clients faster
- Store your documents securely
- Empower incoming financial advisors
Investment Opportunity
Docupace is a technology company built for the financial services and wealth management industry. For over 15 years, we’ve dedicated our resources to solving the most frustrating and time-consuming problems that advisors, broker-dealers, and RIAs face on a daily basis. We are based in Los Angeles, and our team is built from a diverse set of talents: software developers, technology leaders, compliance and security specialists, mathematicians, management experts, financial professionals, client services geniuses—they all come together to make us the leading universal workflow and document management automation software choice for financial service and wealth management firms and their advisors everywhere.
Offering
Offering Type
Equity
Minimum Offering Amount
$3,800,000
Minimum Individual Investment
$25,000
Maximum Offering Amount
$19,000,000
Offering Company Location
400 Corporate Pointe
Suite 300
Culver City,
California 90230
Materials Available in Offering Portal
Management
| Officers | |||
|---|---|---|---|
| Name | Title | Compensation Information Available | |
| Michael Pinsker | Chief Executive Officer |  |
|
| Alexandra Petukhov | Secretary | |
|
| Michael Pinsker | Chief Financial Officer | |
|
| Directors | |||
|---|---|---|---|
| Name | Title | Compensation Information Available | |
| Michael Pinsker | Director | |
Service Provider Relationships In Place
Accountant
Legal Counsel
Second Market Certification
This offering company is not yet Second Market Certified with Glass Box.