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TECHNOLOGY PROVIDERS Chief Marketing Officer of the Year
DOCUPACE
Ryan George
Ryan George is the Chief Marketing Officer of Docupace, a leading digital operations technology provider that allows financial advisors to super-charge their practice through a human-centered, end-to-end wealthtech platform that eliminates duplicate processes and enables efficiency gains. As the senior executive chiefly responsible for generating industry-wide interest and excitement around Docupace’s value proposition, Ryan has taken his role to new heights – using his position as
a platform and a microphone to speak in an impassioned way about the importance of recognizing, valuing and lifting up all industry professionals who work tirelessly behind the scenes of wealth management. A back-office champion and prominent thought leader, through effective communication Ryan makes technology relevant to the people who guide their clients to live their best life.
Docupace is a technology company built for the financial services and wealth management industry. For over 20 years, we’ve dedicated our resources to solving the most frustrating and time-consuming problems that advisors, broker-dealers, and RIAs face on a daily basis. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. Based in Los Angeles, our team is built from a diverse set of talents: software developers, technology leaders, compliance and security specialists, mathematicians, management experts, financial professionals, client services geniuses—they all come together to make us the leading universal workflow and document management automation software choice for financial service and wealth management firms and their advisors everywhere.
189 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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