Docupace Acquires jaccomo

Docupace Acquires InvestEdge

February 27, 2026

Cloud & SaaS

Docupace, an AI-enabled back-office and compliance software provider backed by Genstar Capital, has acquired InvestEdge, the maker of the ComplianceEdge regulatory compliance platform for bank trust departments, broker-dealers, and RIAs. The deal expands Docupace's compliance and surveillance capabilities, creates a unified data fabric to support AI-driven supervision across onboarding and monitoring workflows, and coincides with the appointment of Brian Filanowski as Docupace CEO.

Abrigo Acquires DiCOM Software

January 27, 2023

Software

Abrigo, a provider of compliance, credit risk, and lending solutions, has acquired DiCOM Software, a provider of automated credit risk management and loan review software based in Orlando, Florida. The deal is an add-on to Abrigo's growing software portfolio (backed by The Carlyle Group and Accel-KKR) to expand its credit risk, loan review, and portfolio analysis capabilities for financial institutions.

Cofomo Acquires Agilia Solutions

October 3, 2023

IT Services

Cofomo has acquired Agilia Solutions, a Montreal-based digital solutions development and consulting firm, to strengthen its program management, architecture, Agile development and DevOps capabilities. The Agilia founders and teams will join Cofomo, consolidating expertise and expanding Cofomo's one-stop IT services offering across finance, energy and transportation sectors.

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.

Novacap Takes Significant Equity Stake in Cofomo

June 1, 2021

IT Services

Novacap has acquired a significant equity interest in Cofomo to accelerate the IT consultancy's growth and strengthen its market leadership across Canada. The partnership will support Cofomo's expansion of digital transformation, cloud, security and talent-delivery capabilities while leaving the existing management team and operations in place.

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.