Cramer FinTech Directory


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Categories We Cover: Data — Gathering Client Data

Our Company in 30 seconds!
Don Whalen, CFP ®
Co-founder, CEO
Sebastian Skwarek
Courtney Peek
Head of Support

In the news:  Sept 30,2021, Docupace Acquires New Account Opening and Client Onboarding Solution PreciseFP.  For more information, please read the joint press release.  Docupace has also gathered these Key Messages to help help clients, prospects and the public understand all areas of the acquisition and details the tremendous opportunity it creates. Click Here to Read.