David Knoch

David Knoch is Chief Executive Officer of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.

David Knoch currently serves as the Immediate Past Chair of the Financial Services Institute (FSI) Board of Directors and has been voted one of the 25 most influential people in the Investment Advisory industry two years in a row – 2018 and 2019.

David Knoch, chief executive officer for Docupace, is an accomplished leader and financial services executive with more than 20 years of high-profile leadership in the financial advice industry. Knoch joined Docupace as CEO in April 2020 and has spearheaded the company’s strategic transformation – marked by double-digit revenue growth, product/capability expansion, multiple acquisitions and numerous industry accolades. The company was recently named to the 2022 WealthTech100 list by FinTech Global, which recognizes the world’s most innovative technology solution providers.

Docupace was named to the 2021 Inc. 5000 list of America’s fastest-growing companies; listed as a Top 100 FinTech by Cramer + Associates, named to the Los Angeles Business Journal’s 2021 list of “Disruptors”, won the 2021 Gold Globee® Award for “Hot Technology of the Year”, and included in Industry Wired’s Top 10 list of Most Recommended FinTech Solution Providers in 2020. Docupace also acquired award-winning client onboarding platform PreciseFP in September 2021. In addition, David Knoch was named to the ThinkAdvisor Luminaries Class of 2021, was awarded CEO of the Year by WealthTech Americas in April 2022 and was voted one of the most 25 most influential people in the Investment Advisory industry two years in a row in 2018 and 2019.

Prior to joining Docupace as CEO in April 2020, David served as president of 1st Global, a wealth management partner to CPA and tax planning firms. David set the strategic direction for the company, was the architect of its award-winning culture and drove revenues to nearly $200 million during his 11 years as president. David’s purpose is to challenge others to create and lead purposeful lives; and he leads by example. He has previously provided expert testimony before Congress, and has been featured in the Wall Street Journal. David has previously served as Chair of the FSI Board of Directors, Chair of the North Texas Chapter of the Young Presidents Organization (YPO), and is currently on the advisory board of the Dallas Chapter of Conscious Capitalism. He earned his BA degree in political science from the University of Massachusetts, Amherst.

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