Docupace Acquires InvestEdge
February 27, 2026
Docupace, an AI-enabled back-office and compliance software provider for wealth management firms, announced its acquisition of InvestEdge, a regulatory compliance software provider for bank trust departments, broker-dealers, and RIAs. The deal expands Docupace’s compliance portfolio with InvestEdge’s ComplianceEdge platform and aims to create a unified data fabric across onboarding, supervision, and surveillance workflows.
- Buyers
- Docupace, Genstar Capital
- Targets
- InvestEdge
- Platforms
- Docupace
- Industry
- Cloud & SaaS
- Location
- New Jersey, United States
- Transaction Type
- Buyout
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