Docupace Closes $16.5 Million in Funding

Docupace Closes $16.5 Million in Funding

Financial Tech Firm Secured Equity Investments from Palisades Growth Capital and TVC Capital to Fund Growth Trajectory LOS ANGELES – (June 1, 2016) – Docupace Technologies LLC, a leading financial tech, digital compliance and cyber security company, announced that it has raised $16.5 million in capital from Palisades Growth Capital and TVC Capital. The funds will be used to fuel the company’s long-term growth plans. Paul D’Addario from Palisades Growth Capital and Jeb Spencer from TVC Capital will join the Board of Directors of Docupace. The financing will assist Docupace in implementing the company’s core cyber-secure, paperless and compliant Straight-Through Processing for financial...
Maher Financial Group

Maher Financial Group

Maher Financial Group Zarefa Marini is an Administrative Assistant supporting James P. Maher, JD, CSSC, of Maher Financial Group in Farmington Hills, Michigan. As a member of a team of two, Zarefa is responsible for opening all new accounts, transferring accounts, and making sure all paperwork in the client folder is processed. Zarefa and James became familiar with Docupace when they decided to transfer Broker-Dealers to Concorde Investment. THE NEED Zarefa Marini had been working with a disjointed process for years, similar to most others in her role. After being handed a client folder, Zarefa would enter the information into their system, scan the documents, and then upload all the...
Concorde

Concorde

Concorde Robin Edgar, an independent financial advisor with Concorde Investment Services, LLC, has been a licensed financial advisor for over twenty-six years. In 2013, she made a significant change to her practice. She sold eighty percent of her book and let her administrative staff go. The change allowed her to focus entirely on the top twenty percent of her clients and enabled her to move her practice from Iowa to Minneapolis where she could be closer with her children and grandchildren. The change also required that she take on some additional tasks including document management and processing. As an industry veteran with 20/20 hindsight, Robin has seen the hurdles the industry has...
Integrated Financial Resources

Integrated Financial Resources

Integrated Financial Resources Elizabeth Ross, better known as Liz, is an Asset Management Specialist supporting three financial advisors with Integrated Financial Resources, a Registered Investment Advisory firm in Toledo, Ohio. Integrated Financial Resources is affiliated with Concorde Investment Services, LLC, a broker-dealer with one hundred and twenty-four financial professionals registered nationwide. As an Asset Management Specialist, Liz is responsible for implementing new business with Concorde Investment Services. Currently, Integrated Financial Resources manages about $50 million in assets under management.   THE NEED “When we first started working with Concorde we had to...

Docupace Announces Independence from RCS Capital (RCAP)

DOCUPACE ANNOUNCES INDEPENDENCE FROM RCS CAPITAL (RCAP) Financial Tech Firm to Repurchase RCS Capital Corporation’s Shares   LOS ANGELES – (April 20, 2016) – Docupace Technologies LLC, financial services’ premier digital compliance and cyber security company, announced today that it will pursue growth independently of investment from RCS Capital Corporation (NYSE: RCAP). Docupace has reached an agreement with RCAP to repurchase their majority share stake and continue its growth trajectory as a privately owned corporation. Docupace received a significant investment from RCAP in September 2014, as part of RCAP becoming a majority shareholder in the company. Following the investment,...

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