Docupace Appoints Former Nitrogen Executive Leon Weiss As Its New CFO

Chris Latham, Managing Editor, Wealth Solutions Report

Back-Office Workflow And Automations Provider Appoints Seasoned Chief Financial Officer To Optimize Resources As Docupace Aims To ‘Continuously Level-up Its Game’

Docupace, a digital back-office workflow and automations provider for the wealth management industry, appointed industry veteran Leon Weiss as its new Chief Financial Officer leading the firm’s finance and accounting functions.

Weiss has nearly 25 years of corporate finance experience. From 2020 to 2022, he served as CFO of Riskalyze, which recently rebranded as Nitrogen, and during his tenure played a central role in the company’s 2021 sale to Hg Capital. Most recently, he served as CFO of XOi Technologies. Prior to Riskalyze, Weiss served as CFO of Inland Business Systems, a Xerox business solutions company.

“I’m excited to join a company that’s making such an impact in the wealthtech industry,” Weiss said. “I look forward to working with FTV Capital and the Docupace leadership team to bring more efficiency, effectiveness and excellence to the wealth management back office.”

Leon Weiss, Chief Financial Officer, Docupace

In January, Docupace appointed Mike Zebrowski as its Chief Operating Officer responsible for product, delivery, relationship management, support, training, transitions and legal teams. He has nearly three decades of experience in financial services.

Zebrowski served as COO of eMoney from 2006 to 2016. Zebrowski then co-founded Advisor Innovation Labs (A.I. Labs) with Docupace Board Chair Lori Hardwick. That firm was acquired by Envestnet. He also is an Executive in Residence at F2 Strategy and is an advisory board member for Tolerisk, a risk-tolerance assessment technology for financial planners and investment advisors.

In December, Docupace launched an RIA Productivity Suite with capabilities such as streamlined new account opening and simplified new client onboarding; a workflow engine with automated rules-based data validations and work item status dashboard; straight-through processing of work items; as well as integrations with many of the leading CRM and custodial platforms.

David Knoch, CEO, Docupace

“I am incredibly honored and delighted to welcome Leon Weiss to the Docupace community,” said Docupace CEO David Knoch. “Attracting a leader with Leon’s exceptional ability and rich experience is a testament to what we’ve been building at Docupace these past few years – a market-leader continuously leveling-up its game.”

Docupace appointed several new executives after its acquisition by FTV Capital in April 2020, including Knoch, who took the reins of the firm at the same time, Ryan George as Chief Marketing Officer in September 2020 and Michael Vossler as Chief Revenue Officer in April 2021.

Chris Latham, Managing Editor at Wealth Solutions Report, can be reached at clatham@wealthsolutionsreport.com

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