Docupace Appoints Mary Nelson as Chief Client Officer

"We're building a client experience that reflects the diversity and complexity of the firms we serve," said Docupace Chief Executive Officer David Knoch. "Mary's leadership will ensure we deliver personalized, value-driven support at every stage of a firm's journey — whether they're a solo advisor or a national enterprise. Her passion for client outcomes and operational excellence makes her the perfect fit as we continue to scale."

Nelson joins Docupace with more than 20 years of experience leading high-performance teams at growing SaaS companies including Alkami and Aircall. She is recognized for transforming client success organizations, shaping strategies that scale with client needs, and creating measurable business impact.

Her appointment comes at a time of continued momentum for Docupace, which recently acquired Hubly — a powerful workflow management platform — and welcomed J.T. Petrilli to lead mergers and acquisitions. In 2025 alone, the company has celebrated both double-digit internal promotions and new hires, underscoring its commitment to investing in people and performance.

"The wealth management industry is evolving in meaningful ways," said Nelson. "Advisors aren't just looking for tools, they need strategic partners who understand their world. Docupace has a unique opportunity to support this transition by listening to clients and building solutions that truly serve them. I'm thrilled to join a team so deeply committed to empowering financial professionals."

Nelson's hire marks a major step in Docupace's broader strategy to deliver frictionless operations and empower advisors to spend more time with clients — advancing the firm's vision to be the engine behind modern, human-centered financial advice.

About Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry.

For more information, please visit www.docupace.com.

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Chief Marketing Officer
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Joseph Kuo / Donald Cutler
Haven Tower Group
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SOURCE Docupace Technologies, Inc.