# Docupace

Docupace is an Asset Manager based in Holmdel, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Holmdel, United States
- **Region:** North America
- **Address:** 101 Crawfords Corner Road Suite 1324, Holmdel, NJ 07733, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** docupace.com
- **LinkedIn:** https://www.linkedin.com/company/docupace-technologies

## Regulatory record

- **Reports private funds:** No

## About

Streamlined financial operation solutions with back office automation for financial services—secure, scalable, and built for advisors.

## Sectors

- Enterprise Software

## Offices

- West Des Moines, IA

## People

- Brian Filanowski — Chief Executive Officer
- Michael Pinsker — Founder, President, and Board Member
- Mike Conlon — Chief Revenue Officer
- Jon Ewing — Chief Marketing Officer
- Rich Stanek — Chief Financial Officer
- Liz Pavlik — Chief Product Officer
- Scott Willette — Chief Technology Officer
- Mike Zebrowski — Chief Operating Officer
- Shannon Marshburn — Executive Vice President, Delivery
- Richard Thoeny — Executive Vice President, Product & Strategy
- Chris Tranchina — Executive Vice President, Support
- Mary Nelson — Chief Client Officer
- Christina Cavalli — Vice President, Chief Human Resource Officer
- Judie — Vice President of Operations
- Ryan George — Chief of Staff

## Questions

### Who runs investment decisions at Docupace?

Docupace is a technology company, not an investment firm. It does not manage capital or make investment decisions. The company is led by CEO Brian Filanowski, who joined in February 2026, with strategy input from Founder and President Michael Pinsker. Product and engineering direction is shared across a senior leadership team that includes CPO Liz Pavlik, CTO Scott Willette, and COO Mike Zebrowski.

### How does Docupace generate revenue?

Docupace operates as a SaaS business, selling subscriptions to its cloud-based workflow and document management platform. Its revenue model is based on recurring license fees, implementation services, and support contracts. The company does not publicly disclose pricing tiers or contract values.

### What problem does Docupace solve for wealth management firms?

The platform automates the manual, paper-heavy processes that slow down account opening, client onboarding, and compliance documentation for broker-dealers and RIAs. By digitizing these workflows, Docupace aims to reduce processing errors, speed up time-to-revenue from new accounts, and create an auditable digital trail that simplifies regulatory exams.

### How does Docupace integrate with other wealthtech tools?

Docupace maintains a self-service integration marketplace that offers bi-directional connections to major wealthtech applications. This hub allows firms to connect core systems — such as CRM, portfolio management, and reporting tools — without heavy reliance on Docupace's support team. The company's recent acquisitions of PreciseFP and Hubly are being woven into this fabric to extend data collection and task-management capabilities.

### What is Docupace's relationship with PreciseFP and Hubly?

Docupace acquired both PreciseFP and Hubly as part of its strategy to cover more of the advisor workflow. PreciseFP automates client data collection and form population, while Hubly adds workflow and task-management capabilities. Together they extend Docupace's reach beyond back-office processing into the advisory and planning stages that precede account opening.

### Is Docupace a public company?

No. Docupace is a privately held company. It has completed several financing transactions and a management buyout over its history, but it does not file public financial statements and does not disclose its capitalization table or current ownership structure on its website.

### Which types of financial firms does Docupace serve?

Docupace targets the wealth management segment of the financial services industry. Its primary users are broker-dealers, registered investment advisors, and the administrative and compliance teams that support them. The company's marketing does not emphasize bank trust departments, insurance general agencies, or large institutional asset managers as core customers.

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Last updated: 2026-06-03T20:00:00.000Z

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