Coverage of Docupace Appoints J.T. Petrilli as Head of Mergers & Acquisitions

Holmdel, NEW JERSEY – April 14, 2025 – Docupace, a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors, today announced the appointment of J.T. Petrilli as head of mergers & acquisitions reporting to the CEO. Petrilli brings more than a decade of experience in financial strategy, corporate development, and post-merger integration, having led M&A efforts for some of the most respected names in the technology sector.

Industry news covers this announcement. Click links below to read more.

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.

Media Contacts:

Ryan George

Chief Marketing Officer

ryan_george@docupace.com

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

Learn More About Docupace

Learn More

Want to Learn How Docupace Can Work for You?

Schedule a Demo