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 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.

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

Kevin Armstrong
General Counsel and Chief Legal Officer
Kevin J. Armstrong is a financial services executive, securities attorney, and board member with significant experience in developing and implementing strategies directed to build market share and sustainable growth, while anticip...
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Christina Cavalli
Human Capital
Christina Cavalli serves as Vice President and Chief Human Reource Officer at Docupace. Christina leads Human Capital Strategy at Docupace reinforcing strong company culture in talent acquisitions, employee experience, and engagem...
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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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Joel Friedman
Client Advocacy
Joel Friedman serves as the Chief Customer Officer (CCO) at Docupace. As a member of the executive team, Joel works closely with all the teams directly supporting Docupace’s customers, including Professional Services, Support, a...
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Ryan George
Chief Marketing Officer
Ryan George is the Chief Marketing Officer at Docupace. He is responsible for the company’s brand awareness, early-stage sales pipeline, content strategies, customer and industry insights, internal and external communications, d...
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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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Liz Pavlik
Product Strategy
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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Richard Thoeny
Product Management
Richard Thoeny serves as the Vice President of Product Management and Product Development. He is a visionary executive leader with a proven record of achievement demonstrated by progressively responsible positions in financial ser...
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Ron Wallis
Engineering and Infrastructure
Ron Wallis serves as the Chief Technology Officer (CTO) at Docupace, helping clients harness the power of technology. Ron, within Docupace, leads initiatives, oversees development capacity, and advocates for technologies that empo...
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Gregory Wilson
Chief Information Security Officer
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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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