Sweeping Coverage of Docupace-Genstar Announcement

Holmdel, NEW JERSEY – July 25, 2024 – Docupace, a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors, announced on Tuesday, July 23, 2024 a strategic majority investment from Genstar Capital (“Genstar”), a leading private equity firm focused on investments in targeted segments of the financial services, software, industrials and healthcare industries.

Industry news covers this announcement:

 

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 Genstar Capital

Genstar Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high-quality companies for over 30 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar currently has approximately $49 billion of assets under management and targets investments focused on targeted segments of the financial services, industrials, software, and healthcare industries.

About FTV Capital

FTV Capital is a sector-focused growth equity investment firm that has raised $6.2 billion to invest in high-growth companies offering a range of innovative solutions in enterprise technology and services and financial technology and services. FTV’s experienced team leverages its domain expertise and proven track record in each of these sectors to help motivated management teams accelerate growth. FTV also provides companies with access to its Global Partner Network®, a group of the world’s leading enterprises and executives who have helped FTV portfolio companies for two decades. Founded in 1998, FTV Capital has invested in over 140 portfolio companies, including Derivative Path, EBANX, Masttro, Patra, True Potential and Vagaro, and successfully exited/partially exited companies including Centaur (acquired by Waystone Group), Enfusion (NYSE: ENFN), Globant (NYSE: GLOB), InvestCloud (recapitalized), Strata Fund Solutions (acquired by Alter Domus), Tango Card (acquired by Blackhawk Network) and VPay (acquired by Optum). FTV has offices in New York, San Francisco, Connecticut and London.

For more information, please visit www.ftvcapital.com and follow the firm on LinkedIn.

Media Contacts:

For Docupace

Ryan George
Chief Marketing Officer
ryan_george@docupace.com

Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com

For Genstar

Chris Tofalli
Chris Tofalli Public Relations
914-834-4334
chris@tofallipr.com

For FTV Capital

Josh Hess
Prosek Partners on behalf of FTV Capital
646-818-9291
pro-ftvcapital@prosek.com

Learn More About Docupace

Learn More
DOCUPACE MEDIA CONTACT:

Ryan George
Chief Marketing Officer
ryan_george@docupace.com

 

Share This Article

Continue Reading

Coverage of Docupace Reimagined User Experience and Enhanced Platform Announcement

Read More

Docupace Chief Information Security Officer Mentioned in AdvisorHub

Read More

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before

Read More

Want to Learn How Docupace Can Work for You?

Schedule a Demo