Docupace Wins WealthTech Employer of the Year from WealthTech Americas
The Back-Office Leader Joins Global Elite Firms with Latest Award
Holmdel, NEW JERSEY – Feb 20, 2024 – Docupace, a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors, today announced it has been selected as winner of the WealthTech Employer of the Year Award from WealthTech Americas.
“It’s incredibly humbling to see the culture our people have built from the ground up receive such an honor,” said Docupace Chief Executive Officer David Knoch. “During an extended period of rapid growth, innovation and change, our people have constantly shown up energized, passionate and prepared to serve our clients and help them leverage Docupace’s capabilities to deliver compelling outcomes for their clients.”
Docupace received the accolades for its exceptional commitment to employee engagement, inclusivity and low employee turnover. The judges wrote that by fostering a culture of innovation and transparency, prioritizing diversity, and investing in employee development, “Docupace has created a thriving, high-performance workplace, positioning itself as a leading employer in WealthTech.”
“We fully understand that its our people who make our product come alive and drive value for our clients,” said Docupace Chief Human Resources Officer Christina Cavalli. “It takes a combination of demonstrated virtues, the right hands and a broad array of voices to create a crescendo in such a crowded employer marketplace – we’ve been lucky to have the industry’s best and brightest join us on our journey to enhance the experience of clients and advisors as well as the back-office professionals who serve them.
The Employer of the Year recognition follows a banner year for Docupace in 2024. The Docupace user community – some 327,000 users strong – used the Platform to open a staggering 2.7 million new client accounts, process 16.7 million work items, deliver over 39 million documents, and store nearly 600,000,000 documents in 2024. Click here to see the 2024 Year in Review.
“That means in the time it takes you to read this release, we’ve safely stored over 5,600 documents, processed 160 work items, and opened 25 accounts,” said Docupace Chief Marketing Officer Ryan George. “No one else does that. No one.”
WealthTech Awards Shines Light on Industry’s Best of the Best
The annual WealthBriefing WealthTech Americas Awards program recognizes the most innovative and exceptional firms, teams and individuals. The awards have been designed to showcase outstanding organizations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners.
The WealthBriefing WealthTech Americas Awards are part of a global programme run by WealthBriefing, and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
Participants around the world recognize that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.
Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing, was first to extend his congratulations to all winners and highly commended companies. “Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year.
“This year we have seen a marked increase in entrants and interest in all our global awards programs and the WealthBriefing WealthTech Americas Awards 2024 is no exception. These awards give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers
“I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of WealthBriefing winners.”
Winners and highly commended companies were announced on 20 February 2025.
About Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry.
For more information, please visit www.docupace.com.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.
Media Contacts:
Ryan George
Chief Marketing Officer
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
