David Knoch


, Docuspace

Dallas Chapter

David Knoch serves as CEO of Docupace, the leader in cloud-based digital operations software for wealth management firms. In this role David empowers the organization to expand its capabilities and support, advance product development and continue it’s thought leadership in automating the ways front and back-offices operate, communicate and generate new business.

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, been featured in the Wall Street Journal, was voted one of the 25 most influential people in the Investment Advisory industry two years in a row, for 2018 and 2019 while at 1st Global, and was a recipient of the 2021 ThinkAdvisor Luminary Award in the Executive Leadership: FIntech/TAMP Platforms category.

In 2019, David served as the Chair of the Financial Services Institute (FSI) and served on its board for six years from 2015 through 2020. In 2019 and 2020, David served as Chair of the North Texas Chapter of the Young Presidents Organization (YPO). David serves on the advisory board of the Dallas Chapter of Conscious Capitalism. He earned his Bachelor of Arts degree in political science from the University of Massachusetts Amherst and is a Certified Investment Management Analyst℠ professional.