Docupace Named a “Best Place to Work” by InvestmentNews

HOLMDEL, NEW JERSEY – March 12, 2025 – Docupace’s employee culture and workplace experience continues to receive accolades. Fresh off its win for WealthTech Employer of the Year Award from WealthTech Americas, Docupace has additionally been named a “Best Place to Work” by InvestmentNews.

According to InvestmentNews, thousands of employees shared their anonymous feedback, along with other information, which was rated from 1 to 5 importance irrespective of whether they were offered by their company. 

The company policies most valued by employees was lead by three basic requirements: a retirement plan, vacation and medical coverage. The next was flexible work options that matched the respondents’ comments. IN also asked about their preferred working options and only 10.9 percent stated it would be 100 percent office-based.

Click here to see the list.

About Docupace

PreciseFP was acquired by Docupace in September 2021, advancing the company’s mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. 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. 

For more information, please visit www.docupace.com.

Docupace Media Contacts:

Ryan George
Chief Marketing Officer
ryan_george@docupace.com

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

Docupace Accelerates Market Leadership with Strategic Acquisition of Hubly

Two of the most powerful tools to save time and scale RIA firm resources, PreciseFP and Hubly, now sit under the Docupace brand.