Who We Are

Docupace is a technology company built for the financial services industry.

Docupace is a technology company built for the financial services and wealth management industry. For over 15 years, we’ve dedicated our resources to solving the most frustrating and time-consuming problems that advisors, broker-dealers, and RIAs face on a daily basis.

We are based in Los Angeles, and our team is built from a diverse set of talents: software developers, technology leaders, compliance and security specialists, mathematicians, management experts, financial professionals, client services geniuses—they all come together to make us the leading universal workflow and document management automation software choice for financial service and wealth management firms and their advisors everywhere.

What We Do

By eliminating transactional paperwork and its associated costs, we make work easier for financial services professionals, and increase profit for their firms.

Our cloud-based, end-to-end software solution contains a suite of tools, workflows, integrations, and APIs that improve compliance, simplify audits, smooth personnel transitions, and more.

We also protect our clients from cyber security risks, with a full suite of security services tailored to the needs of financial services firms.

Our Investors

With over $180 million under management, Palisades makes growth stage investments in the technology, media, telecom, and business services sectors, encompassing a wide variety of industries including healthcare, retail, environmental, financial, and manufacturing. Palisades makes significant minority-structured preferred equity investments in companies with proven products, solid management, and established revenues. Their investment in Docupace was made from the firm’s second fund. Investments include: Apacheta, Akana, Language Weaver, Lucix, MegaPath, Omneon, Peregrine Semiconductor, Polaris Wireless, Visage, and XAD.

With over $235 million under management, TVC is focused on business-critical software firms. TVC targets a wide spectrum of software sectors and industry verticals that are poised for growth and consolidation. The TVC team is led by operating executives with more than 80 years of combined experience growing technology companies into market leaders. Investments include: Accordent Technologies, Levels Beyond (Reach Engine), Del Mar Datatrac, Limeade, LiquidPlanner, MediaPlatform, Mercent, Centage, Celigo, and ReverseVision.

Executive Team

Mark Tapling
Chief Executive Officer
Mark brings over 20 years of CEO experience in the technology industry in B2B software companies, both public and private.  Most recently, Mark has served as a member of the Board of Directors for Docupace since August 2016 and h...
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Michael Pinsker
Founder & Chairman of the Board
Michael grew up in Kiev, Ukraine, where he studied math from a very young age. In 1991, Michael immigrated to the US where he used his talent for mathematics to earn a degree in computer science and engineering from UCLA. After gr...
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Ron Wallis
Chief Technology Officer
Ron has more than 20 years’ experience leading major software development initiatives. His skills range from programming and conceptual design to project management and ongoing operations. Ron has demonstrated a talent for deliv...
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John Paul Cunningham
Chief Information Officer & Chief Information Security Officer
John is a technology executive with 28 years’ experience in technology governance, risk management, and information security. His experience delivering mission-critical solutions to Fortune 500 companies in the financial service...
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James Caulkins
Chief Revenue Officer
James is responsible for Docupace’s sales management, operations, resources, and revenue generation processes. He leads a coordinated approach to revenue generation with the goal of maximizing return in the rapidly evolving weal...
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Kevin Laraia
Executive Vice President, Business Development
Kevin joined Docupace in February 2014, bringing 20 years of broker-dealer executive leadership experience to the team. As EVP – Business Development, Kevin leads our Account Management and Strategic Partner Alliance teams. Kevi...
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Joel Friedman
Executive Vice President, Delivery and Customer Care
Joel has been with Docupace for 12 years, and supports field delivery by effectively managing large client implementations. Because the Docupace model is scalable to broker-dealers and RIAs of any size, Joel leverages his experien...
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Board of Directors

Michael Pinsker
Chairman of the Board
Founder, Docupace Technologies
Paul D'Addario
Board Member
Managing Partner, Palisades Growth Capital
Jeb Spencer
Board Member
Co-Founder and Managing Partner, TVC Capital
Mark Tapling
Board Member
CEO, Docupace Technologies
Coley Clark
Board Member
Co-chairman, BancTec, Inc.
David Ballard
Board Member
Independent Director