Docupace Acquires InvestEdge

Genstar Capital Makes Strategic Majority Investment in Docupace

July 23, 2024

Cloud & SaaS

Genstar Capital has made a strategic majority investment in Docupace, a Holmdel, New Jersey-based provider of cloud-based software for wealth management back-office operations. The transaction is a recapitalization that will leave FTV Capital as a minority investor and position Docupace to accelerate organic and inorganic growth of its platform.

Docupace Acquires jaccomo

May 20, 2021

Cloud & SaaS

Docupace has acquired jaccomo, a provider of compliance, advisor compensation accounting, data integration and financial reporting systems, to expand its back-office fintech platform for wealth management firms. The acquisition integrates jaccomo's compliance and compensation capabilities into the Docupace Platform to create a more centralized, data-rich back-office solution for RIAs, broker-dealers and banks.

Docupace Acquires PreciseFP

September 30, 2021

Software

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.

Phenom Acquires EDGE

February 21, 2025

Cloud & SaaS

Phenom has acquired EDGE, a resource management and talent mobility platform, to strengthen its AI-powered workforce intelligence and resource planning capabilities. The acquisition adds advanced resource planning and talent mobility functionality to Phenom’s Intelligent Talent Experience platform, targeting professional services firms and global capability centers.

Edgewater Equity Partners Acquires Ascent Technologies

January 18, 2024

Cloud & SaaS

Edgewater Equity Partners, a Boston-based private equity firm, has acquired Ascent Technologies, a Chicago-headquartered provider of AI-enabled compliance automation for financial services. The acquisition will support accelerated development of Ascent's regulatory compliance platform and expansion of its AI-driven capabilities for financial institutions.

Horizon Capital‑backed Agilico Acquires Capital Document Solutions

October 5, 2022

IT Services

Horizon Capital‑backed workplace technology group Agilico has acquired Capital Document Solutions Limited, Agilico’s largest acquisition to date by revenue, headcount and machines in the field. The deal expands Agilico’s UK footprint and managed print capabilities—raising machines in the field to over 40,000 and the group’s customer base to roughly 13,000, largely SME clients.