Docupace Appoints J.T. Petrilli as Head of Mergers & Acquisitions
Back Office Software Provider Seeks to Create the Most Comprehensive and Powerful Back-Office Ecosystem in the Wealth Management Industry
Holmdel, NEW JERSEY – Apr 8, 2025 – Docupace, a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors, today announced the appointment of J.T. Petrilli as head of mergers & acquisitions reporting to the CEO. Petrilli brings more than a decade of experience in financial strategy, corporate development, and post-merger integration, having led M&A efforts for some of the most respected names in the technology sector.
“We’re thrilled to welcome JT to our executive team,” said Docupace Chief Executive Officer David Knoch. “His proven track record of managing complex deals and successfully integrating acquired companies perfectly aligns with our vision to scale through strategic acquisitions. He brings both deep analytical rigor and a people-first mindset—an exceptional combination for our next phase of growth.”
Strategic acquisitions have long been a part of the company’s plan to create the most comprehensive back-office platform in the industry. Docupace completed two acquisitions in 2021, just recently announced the acquisition of workflow platform Hubly in March 2025, and continues to enhance it’s industry-leading capabilities through a combination of product development, strategic partnership and selective, well-integrated acquisitions.
Petrilli was most recently at Mural, where he served as head of FP&A, overseeing financial reporting and companywide performance metrics for the $100 million in annual recurring revenue business. Prior to that, Petrilli spent over a decade at Salesforce in increasingly senior roles in the M&A Finance team. During his tenure at Salesforce, JT played a pivotal role in more than 20 closed acquisitions — leading due diligence, financial modeling, integration planning and stakeholder alignment.
“I’m incredibly excited to join a company with so much momentum and energy,” said Petrilli. “The opportunity to work with David and the Docupace executive team to build and execute an acquisition strategy that complements the company’s impressive product roadmap and accelerates its momentum is a challenge I’m ready to take on.”
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.
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