Docupace acquires InvestEdge

● STRATEGIC | FINTECH

FEBRUARY 25, 2026

Docupace (Genstar Capital) acquires InvestEdge

TARGET

Provides regulatory compliance software for portfolio management, trade supervision, and account monitoring to bank trust departments, broker-dealers, and registered investment advisors.

Ownership	PE-backed
Investors	Featheringill Capital, Vistara Capital Partners
Capital raised	$5M
Headcount	51-200 FTEs
Headquarters	Canonsburg, Pennsylvania
Leadership	Jeffrey Cowley, President
Sell-side advisor	—

ACQUIRER

Docupace

digital operations software company serving wealth management firms.

Ownership	PE-backed
Parent	Genstar Capital
Investors	—
Headcount	152 FTEs
Headquarters	Holmdel, New Jersey
Deal lead	Sid Ramakrishnan, Director at Genstar Capital (Genstar Capital)
Leadership	Brian Filanowski, Chief Executive Officer
Buy-side advisor	—

Share deal Copy details View press release ↗

Docupace -> InvestEdge  (2026-09-11)
add_on | FinTech | announced
Target: Provides regulatory compliance software for portfolio management, trade supervision, and account monitoring to bank trust departments, broker-dealers, and registered investment advisors.
Website: investedge.com | Buyer site: docupace.com
HQ: Canonsburg, Pennsylvania | Ownership: pe-backed | Buyer sponsor: Genstar Capital | Buyer ownership: pe-backed
Advisors - not yet credited
Source: Thematic - https://thematichq.com/software/d/docupace-investedge.html

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