Docupace, the Holmdel-based, AI-enabled back-office and compliance software firm, on Wednesday announced the appointment of Mike Conlon as chief revenue officer. The hire comes as the company seeks to accelerate its go-to-market transformation and scale its integrated wealthtech platform across the financial services ecosystem.
In his new role, Conlon will oversee the company’s end-to-end revenue strategy, unifying sales, marketing, partnerships and client experience under a single growth agenda.
Conlon joins Docupace following an impressive nearly 20-year tenure at Dun & Bradstreet, where he established a reputation for modernizing go-to-market models in complex enterprise SaaS environments. Most recently, he served as senior vice president and head of sales for the Technology, Media, and Communications vertical, where he led a comprehensive reset of the North American commercial strategy.
“Mike brings a rare combination of strategic vision and operational discipline,” Brian Filanowski, CEO of Docupace said. “As we scale our integrated platform… the ability to align our commercial motion with how the industry is actually buying and adopting AI-enabled tools is a genuine competitive advantage.”
The appointment follows a record-breaking year for Docupace, which earned over 20 industry accolades in 2025, including a spot on CNBC’s World’s Top FinTech Companies list. The firm currently supports approximately 350,000 active users and processes over 11 million work items annually.
Conlon’s primary focus will be driving the adoption of Docupace’s AI-orchestrated tools—including Hubly and PreciseFP—which help broker-dealers and RIAs automate workflow, client data gathering, and compliance.
“Docupace sits at the center of a powerful shift in wealth management, where operational excellence, automation, and AI are redefining how advisors scale,” Conlon said. “I’m here to make sure our go-to-market strategy reflects that full potential.”
Based in Holmdel, Docupace continues to be a major employer and innovation anchor in the New Jersey technology sector. The firm’s focus on digitizing the back office has made it a critical partner for the nation’s largest banks, insurance companies, and independent broker-dealers.
The addition of a veteran commercial leader like Conlon signals Docupace’s intent to move beyond its established market share and capture the next wave of “AI-first” institutional investment in wealthtech.
