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 20 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 New Jersey, 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.

Strategic Transformation

In May 2021, Docupace acquired jaccomo, the industry’s premier compliance, data integration, financial reporting, and advisor compensation accounting system. By combining jaccomo’s data-centric capabilities with the Docupace Platform’s powerful automation, workflow, and digital processing tools, we create a centralized source for execution excellence across wealth management. 
Further bolstering Docupace’s capabilities, we acquired PreciseFP, an award-winning data gathering and client engagement solution in September 2021. This platform provides a fast, easy, and secure data gathering experience for advisors. Automating the data-gathering process and integrating it with CRM and financial planning tools drastically reduces the cost of building a financial plan. 

Leadership Team

Christina Cavalli
Human Capital
Christina Cavalli serves as Vice President and Chief Human Resource Officer at Docupace. Christina leads Human Capital Strategy at Docupace reinforcing strong company culture in talent acquisitions, employee experience, and engage...
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Judie Endemann
With over 20 years in advanced technology, Judie’s experience spans Human Resources, Legal and Admin, to currently serving as Vice President of  Operations at Docupace. Judie has supported executive teams through a variety of g...
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Ryan George
Ryan George is the Chief Marketing Officer at Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. He serves as the company’s “chief diplomat” evange...
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David Knoch
Chief Executive Officer
David Knoch is an accomplished leader and financial services executive with more than 20 years of experience in the financial advice industry. David most recently served as president of 1st Global, a premier research and consultin...
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Robert McGill
Compliance and Compensation
Robert McGill is the President, Compliance and Compensation at Docupace. Robert has over 40 years of experience in the Financial Services industry, most recently at jaccomo where he was the Founder and President from 2000-2021. At...
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Liz Pavlik
Product Management
Liz Pavlik is the Senior Vice President of Strategic Initiatives at Docupace. Liz joined Docupace in 2014, bringing over 15 years of experience of Insurance and Securities to the team. Hired as the Director of PMO, she was instrum...
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Michael Pinsker
Founder and President
Born and raised in the Soviet Union, Mr. Pinsker immigrated to the United States in 1991, where he used his talent to earn a degree in Computer Science and Engineering from UCLA. Mr. Pinsker started his career in Information Techn...
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Florence Royce
Florence Royce is the Executive Vice President of Delivery at Docupace. Florence is an accomplished client implementation and onboarding leader in the Fintech Space. Before joining Docupace, she was the Senior Director at Broadrid...
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Sebastian Skwarek
Sebastian Skwarek serves as EVP of Engineering at Docupace and President of Docupace Europe. Sebastian, a co-founder of the award-winning solution PreciseFP joined Docupace upon its acquisition of PreciseFP in 2021. Starting his I...
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Richard Thoeny
Product Strategy
Richard Thoeny serves as Executive Vice President, Product & Strategy. Richard is a visionary product management and strategy executive with 25+ years of experience optimizing best-in-class strategies, products and solutions w...
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Michael Vossler
Michael Vossler is the Chief Revenue Officer at Docupace. Michael is an incredibly accomplished sales leader, widely respected throughout the financial services industry, who has served in executive roles at SunGard (now FIS), Lum...
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Leon Weiss
Leon Weiss is the Chief Financial Officer at Docupace. Leon is a growth-focused finance leader who enjoys building systems, teams, and processes that produce meaningful results. His accomplished 20+ year career includes financial ...
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Gregory Wilson
Information Security
Gregory Wilson is a United States Air Force veteran and the Chief Information Security Officer (CISO) at Docupace. Prior to joining Docupace, Wilson served as the Chief Information Security Officer at Pioneer Natural Resources and...
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Mike Zebrowski
Mike Zebrowski is the Chief Operating Officer at Docupace. He oversees the teams in product, delivery, relationship management, support, training, transitions, and legal. Mike has a proven record of creating optimal corporate cult...
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Board of Directors

Lori Hardwick
Chair of the Board
David Knoch
Board Member
Chief Executive Officer, Docupace
Michael Pinsker
Board Member
Founder and President, Docupace
Robert Anderson
Board Member
Partner, FTV Capital
Adam Hallquist
Board Member
Vice President, FTV Capital