Docupace Acquires PreciseFP
September 30, 2021
Docupace, a provider of cloud-based digital operations software for the wealth management industry, acquired PreciseFP, a client onboarding and data-gathering platform for financial advisors. The acquisition expands Docupace's new account opening and client onboarding capabilities to create an end-to-end digital ecosystem for RIAs and broker-dealers.
- Buyers
- Docupace
- Targets
- PreciseFP
- Industry
- Software
- Location
- New Jersey, United States
- Transaction Type
- Buyout
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