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Business Relationships

10

Service Providers

2

Docupace Service Providers

2 Service Providers

Docupace has 2 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Growth Equity

Investment Bank

Financial Advisor

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Service Provider

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Associated Rounds

Growth Equity

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Provider Type

Investment Bank

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Service Type

Financial Advisor

Partnership data by VentureSource

Docupace Partners & Customers

10 Partners and customers

Docupace has 10 strategic partners and customers. Docupace recently partnered with AdvicePay, and Cetera Financial Group on May 5, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

5/18/2021

Partner

AdvicePay, and Cetera Financial Group

United States

Docupace and AdvicePay Launch a New API with Cetera.

Initially built and launched to provide Cetera Investment Services LLC 's nearly 8,000 financial advisors with access to AdvicePay via Docupace , the integration is available to all Docupace clients upon request .

1

4/16/2021

Partner

FA Match

United States

Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors

`` We 're excited to launch this new strategic partnership with Ryan Shanks and FA Match , '' said David Knoch , Chief Executive Officer at Docupace .

1

2/26/2021

Vendor

5W Public Relations

United States

Docupace Selects 5W Public Relations as Agency of Record.

LOS ANGELES , California -- March 5 , 2021 -- Docupace is proud to announce its partnership with 5W Public Relations .

3

9/5/2019

Licensee

RIA in a Box

United States

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10

6/6/2019

Partner

WalkMe

United States

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10

Date

5/18/2021

4/16/2021

2/26/2021

9/5/2019

6/6/2019

Type

Partner

Partner

Vendor

Licensee

Partner

Business Partner

AdvicePay, and Cetera Financial Group

FA Match

5W Public Relations

RIA in a Box

WalkMe

Country

United States

United States

United States

United States

United States

News Snippet

Docupace and AdvicePay Launch a New API with Cetera.

Initially built and launched to provide Cetera Investment Services LLC 's nearly 8,000 financial advisors with access to AdvicePay via Docupace , the integration is available to all Docupace clients upon request .

Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors

`` We 're excited to launch this new strategic partnership with Ryan Shanks and FA Match , '' said David Knoch , Chief Executive Officer at Docupace .

Docupace Selects 5W Public Relations as Agency of Record.

LOS ANGELES , California -- March 5 , 2021 -- Docupace is proud to announce its partnership with 5W Public Relations .

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Sources

1

1

3

10

10

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