Insights

Strategic Cross-Sell Leverage the Univeris acquisition and WealthTech100 recognition to cross-sell Univeris Advisor and other wealthtech modules alongside TechRules' modular AI-powered solutions, delivering an end-to-end automation platform to existing financial clients and increasing deal value.

Regulatory AI Automation Position AI-powered, regulatory-compliant automation as a core offering for mid-sized banks and asset managers seeking cost efficiency, faster onboarding, and compliant reporting through API-driven workflows and SOC 1 controls.

White-Label Growth Promote White-Label Robo Advisor and DIY Investor tools to mid-sized advisory firms seeking scalable, branded client experiences and faster time to market.

API Marketplace Growth Market TechRules' API-first approach as a modular component for fintechs and regional banks, enabling rapid integration with existing tech stacks and expanding capabilities in portfolio management, reporting and fund solutions.

European Expansion Capitalize on the Madrid base and Univeris' global footprint to pursue European financial institutions and cross-border partnerships, accelerating growth with scalable WealthTech offerings.

Similar companies to Techrules

Techrules Tech Stack

Techrules uses 8 technology products and services including Unpkg, ManageEngine, SOC 1, and more. Explore Techrules's tech stack below.

Unpkg
Content Delivery Network
ManageEngine
Enterprise Mobility Management
SOC 1
Governance, Risk And Compliance
Microsoft
Miscellaneous
Python
Programming Languages
X-Content-Type-Options
Web & Portal Technology
Pure CSS
Web Frameworks
FitVids.js
Web Tools And Plugins

Media & News

Techrules's Email Address Formats

Techrules uses at least 2 format(s):

Techrules Email Formats	Example	Percentage
FLast@techrules.com	JDoe@techrules.com	88%
First.Last@techrules.com	John.Doe@techrules.com	8%
FMiddleLast@techrules.com	JMichaelDoe@techrules.com	2%
First@techrules.com	John@techrules.com	2%
FLast@univeris.com	JDoe@univeris.com	95%
First.Last@univeris.com	John.Doe@univeris.com	4%
FirLast@univeris.com	JohDoe@univeris.com	1%

Frequently Asked Questions

Where is Techrules's headquarters located?

Techrules's main headquarters is located at 2 Calle Virgilio Pozuelo de Alarcon, Community of Madrid 28223 Spain. The company has employees across 4 continents, including EuropeSouth AmericaNorth America.

What is Techrules's phone number?

You can contact Techrules's main corporate office by phone at

+34-913-57-3****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Techrules's official website and social media links?

Techrules's official website is univeris.com and has social profiles on LinkedIn Crunchbase.

What is Techrules's NAICS code?

Techrules's NAICS code is 52 - Finance and Insurance.

How many employees does Techrules have currently?

As of June 2026, Techrules has approximately 66 employees across 4 continents, including EuropeSouth AmericaNorth America. Key team members include Cto And Market Data Director: C. H.Techrules Partner: S. B.Managing Partner: P. V.. Explore Techrules's employee directory with LeadIQ.

What industry does Techrules belong to?

Techrules operates in the Financial Services industry.

What technology does Techrules use?

Techrules's tech stack includes UnpkgManageEngineSOC 1MicrosoftPythonX-Content-Type-OptionsPure CSSFitVids.js.

What is Techrules's email format?

Techrules's email format typically follows the pattern of FLast@techrules.com. Find more Techrules email formats with LeadIQ.

When was Techrules founded?

Techrules was founded in 1999.

Techrules

Q: What is Techrules's official website and social media links?

Techrules's official website is univeris.com. Techrules has social profiles on LinkedIn.

Q: How many employees does Techrules have currently?

Techrules has approximately 66 employees.

Q: What technology does Techrules use?

Techrules's tech stack includes Cloudflare CDN, LinkedIn, Microsoft Windows, JUnit, SonarQube.

Q: What is Techrules's NAICS code?

Techrules's NAICS code is 52 (Finance and Insurance).

Financial ServicesCommunity of Madrid, Spain51-200 Employees

TechRules operates in the financial services sector, delivering WealthTech software and advisory services to financial entities. The company develops modular, scalable technology that can be integrated via APIs and enhanced with AI to automate wealth and asset management workflows while complying with regulatory requirements. Its portfolio includes a comprehensive platform for advisors and financial planners, a white-label robo-advisor portal, white-label self-directed investing software for DIY investors, as well as tools for model portfolios and fund marketing and reporting. Headquartered in Pozuelo de Alarcón in the Community of Madrid, Spain, TechRules is a mid-sized firm with more than two decades of experience in digital WealthTech. In 2022, it was acquired by Univeris Corporation, aligning its wealth-management software and services with Univeris's broader offering.

Company Overview

Headquarters: 2 Calle Virgilio Pozuelo de Alarcon, Community of Madrid 28223 Spain
Phone number: +34-913-57-3****
Website: univeris.com
NAICS Code: 52 - Finance and Insurance
Founded: 1999
Employees: 51-200