Docupace Named to WealthTech 100 for 2025
Docupace is proud to announce that it has been named to the WealthTech 100 list of high-performing wealth management technology companies. While there are a number of advisor technology companies worth of recognition, there are several areas where Docupace is leading the way.
Innovation: With the release of the revamped Docupace platform, Docupace has modernized and streamlined its high-powered platform.
Engagement: Docupace has become an employer of choice in the space, attracting and retaining the high caliber talent it needs to keep pushing the industry forward.
Partnership: Whether they be a consultant, integration partner or like-minded leader in the space, Docupace holds its partners in high esteem and know that collaboration with them is the key to its success.
Meet the WealthTech leaders of 2025: FinTech Global releases seventh annual WealthTech100
Specialist research firm FinTech Global has published the seventh edition of its acclaimed WealthTech100 list. This ranking celebrates the world’s most innovative technology providers shaping the future of investment and financial advisory services.
With the industry undergoing major change – from evolving client expectations and the great wealth transfer to regulatory pressures and emerging technologies – the 2025 WealthTech100 recognizes the trailblazers building scalable solutions that meet the complex needs of private banks, asset managers, and financial advisors.
FinTech Global’s expert panel reviewed a field of over 1,200 businesses, selecting 100 standout companies that demonstrated innovative use of technology to solve significant industry challenges or drive efficiency across the wealth management value chain. The goal is to highlight the 100 WealthTech companies that every leader in the investment industry should know about in 2025.
The great wealth transfer is forcing firms to look to their future customers and the best way to serve them. This is leading to a greater adoption of technology that empowers hyper-personalisation, access to new assets and improved client engagement. With so many WealthTech solutions available in the market, the WealthTech100 is designed to be a vital guide for firms.
“This year’s selection process was more competitive than ever. With clients expecting hyper-personalised digital experiences and global events continuing to test market resilience, firms can no longer rely on legacy systems or reputation alone. The 2025 WealthTech100 will help senior decision-makers in the investment industry identify the solution providers who can transform their businesses and help them stay ahead in this highly dynamic market,” said FinTech Global Director Richard Sachar.
A full list of the WealthTech100 and detailed information about each company is available to download for free at www.WealthTech100.com.
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.
Media Contacts:
Ryan George
Chief Marketing Officer
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
