Docupace

Docupace

Docupace was founded in 2002 by Michael Pinsker, a software architect who earlier built enterprise imaging and workflow systems for Datamax Technologies, Unisys, and Paramount Pictures. Pinsker led the company from launch through its first two decades, completing several financing transactions and a management buyout before transitioning to the role of Founder and President in 2020. The firm is headquartered in Holmdel, New Jersey, with an additional office in West Des Moines, Iowa. The company provides a cloud-based platform that automates account onboarding, document management, compliance workflows, and data integration for wealth management firms. Its product suite spans new-account opening, books-and-records management, commission processing, and a configurable integration hub that connects to third-party wealthtech tools. Docupace's recent acquisitions expanded its footprint: PreciseFP, an automated client-data gathering tool, and Hubly, a workflow productivity application, now sit alongside the core Docupace platform. The firm reports that its platform can cut processing times by 85%, reduce errors by 75%, and triple advisor efficiency. In February 2026, Brian Filanowski joined as CEO, bringing two decades of fintech leadership from Dun & Bradstreet, Fitch Group, Bloomberg, and Refinitiv. Filanowski's mandate centers on unifying Docupace's AI-powered back-office and compliance solutions to accelerate customer time-to-value. The executive bench includes Chief Revenue Officer Mike Conlon (previously at Dun & Bradstreet for nearly 20 years), CFO Rich Stanek, who has led finance transformations across multiple PE-backed companies, and COO Mike Zebrowski, former COO of eMoney Advisor. The firm also operates a client-services division under Chief Client Officer Mary Nelson and a delivery organization led by EVP Shannon Marshburn, who scaled implementation services at Alkami Technology. Docupace's structural distinction lies in its full-stack approach to the wealth management back office. Rather than targeting a single pain point, the platform chains together document capture, workflow automation, compliance checks, and integration management under one vendor roof. That architectural decision ties a firm's core operational data — client records, account-approval pipelines, audit trails — into Docupace's system, creating a switching-cost moat. The company's 2025 acquisition of Hubly and PreciseFP signals an intent to extend upstream into the planning and data-collection phases that precede account opening, positioning Docupace as an operational layer that spans the entire client lifecycle.