Genstar-backed Docupace has acquired InvestEdge, a Pennsylvania-based provider of regulatory compliance software for bank trust departments and broker-dealers. The deal marks Docupace's latest move to expand its AI-enabled back-office platform for wealth management firms. Financial terms were not disclosed.

InvestEdge serves over 100 financial institutions, including 10 of the 50 largest US banks and trust companies, monitoring more than 750,000 investor accounts representing over $3.5 trillion in assets. The acquisition comes after Genstar Capital acquired a majority stake in Docupace in August 2024.

Docupace has also appointed Brian Filanowski as CEO, effective immediately. Filanowski previously served as general manager of financial risk and capital markets at Dun & Bradstreet. Jeffrey Cowley, president of InvestEdge, emphasized that clients will benefit from Docupace's modern technology infrastructure while retaining specialized compliance capabilities.