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Docupace announces acquisition of InvestEdge; appoints Filanowski as CEO

Summary by ROI-NJ
Holmdel-based Docupace, a leading provider of AI-enabled back-office and compliance software for wealth management firms, announced the acquisition of InvestEdge, the trusted provider of regulatory compliance software for bank trust departments, broker-dealers and registered investment advisors. Additionally, the company has appointed Brian Filanowski as chief executive officer. The strategic acquisition of InvestEdge and the ComplianceEdge plat…
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ROI-NJ broke the news in on Wednesday, February 25, 2026.
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