Holmdel, NEW JERSEY – July 16, 2025 – Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, has been recognized on the third edition of CNBC‘s World’s Top Fintech Companies 2025.
“This prestigious recognition reflects the unwavering dedication of our exceptional team and the trust our clients place in us every day,” said David Knoch, chief executive officer at Docupace. “While transforming back-office operations is complex and challenging, our team embraces this complexity. We roll up our sleeves alongside our clients to solve their toughest operational challenges and deliver measurable results that drive their success.”
This celebrated award is presented by CNBC and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on July 16th, 2025, and can currently be viewed on the CNBC website. View here.
Many describe Docupace as a company “on the move”, making real headway in transforming the way the work in wealth management gets done.
Last week, the company announced that PreciseFP and Docupace have earned top honors for WealthTech Integration from the Ezra Group. In 2025 alone, Docupace was named to the WealthTech 100 for 2025, received a Gold, Silver and Bronze Stevie® for sales and customer service excellence, was named a “Best Place to Work” by InvestmentNews, and WealthTech Employer of the Year from WealthTech Americas.
In addition, the company is a finalist in three categories for the 2025 Wealth Management Industry Awards coming up in September – Business Support Systems, Client Onboarding/New Account Opening and Chief Marketing Officer of the Year.
CNBC World’s Top Fintech Companies 2025
The CNBC World’s Top Fintech Companies list is based on the analysis and weighting of general and segment-specific KPIs such as Payments, Neobanking, Alternative Financing, Wealth Technology, Digital Assets, Enterprise Fintech, and Insurtech.
These segment-specific KPIs were derived from the following research methods:
- Collection of Publicly Available Data Points: In-depth research into relevant KPIs for more than 2,000 eligible companies was conducted using publicly available sources such as annual reports, company websites, and media monitoring.
- Open Online Application: More than 100 companies had the opportunity to be considered for the top list by submitting relevant KPIs, which was announced and promoted via the CNBC website.
Based on the results of the study, Docupace is honored to be recognized on CNBC’s list of the World’s Top Fintech Companies 2025. View the full list here.
About Docupace
PreciseFP was acquired by Docupace in September 2021, advancing the company’s mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. Docupace is a software 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.
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
