Coverage of Docupace Accelerates Market Leadership with Strategic Acquisition of Hubly
Holmdel, NEW JERSEY – Mar 21, 2025 – Docupace, a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors, announced the acquisition of Hubly, a powerful workflow management platform that provides efficiency and visibility to registered investment advisors (RIAs), as well as wealth management firms from a wide range of channels.
Industry news covers this announcement. Click links below to read more.
- AdvisorHub
- Citywire RIA
- Digital Wealth News (1)
- Digital Wealth News (2)
- FinSMEs
- Fintech.CA
- Fintech Global
- PE Hub
- Private Banker International
- ThinkAdvisor
- Wealth Management
- Wealth Solutions Report
About Docupace
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. With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry.
For more information, please visit www.docupace.com.
About Hubly
Hubly is at the forefront of making financial advisory effortless. Our platform is designed to transform the household experience within financial advisory firms, ensuring high-touch, stress-free service even at scale. Hubly ensure that households consistently receive efficient, top-notch care, setting a new standard for financial advisory services.
Visit myHubly.com to learn more.
Media Contacts:
Ryan George
Chief Marketing Officer, Docupace
ryan_george@docupace.com
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
