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Digital Wealth Focus TechRules specializes in providing advanced WealthTech solutions designed for digital asset management and automation, making it an ideal partner for financial institutions seeking to modernize their wealth management offerings.

Innovative Technology Stack Utilizing modern technologies such as Kubernetes, scikit-learn, and API-driven modular platforms, TechRules demonstrates a strong commitment to scalable and AI-enhanced financial software, presenting opportunities for clients aiming to leverage cutting-edge tech.

Recent Strategic Acquisition Since being acquired by Univeris Corporation in 2022, TechRules benefits from broader market access and strategic backing, offering potential for collaborative cross-selling and integrated solutions to worldwide wealth management firms.

Industry Recognition Winning the Best Client Reporting award in 2020 highlights TechRules’ credibility and excellence in delivering high-quality wealth management reporting solutions, which can be leveraged to attract clients prioritizing compliance and transparency.

Market Potential With revenues estimated between $100M and $250M and a focus on compliant, scalable WealthTech solutions, TechRules presents a strong opportunity for sales expansion into financial institutions looking to upgrade or expand their digital wealth management capabilities.

Similar companies to TechRules

TechRules Tech Stack

TechRules uses 8 technology products and services including Kubernetes, Cookie Notice, scikit-learn, and more. Explore TechRules's tech stack below.

  • Kubernetes
    Containerization
  • Cookie Notice
    Cookie Compliance
  • scikit-learn
    Machine Learning
  • LinkedIn
    Online Community Software
  • C++
    Programming Languages
  • C#
    Programming Languages
  • Smartsheet
    Project Management
  • Vuetify
    UI Frameworks

TechRules's Email Address Formats

TechRules uses at least 2 format(s):
TechRules Email FormatsExamplePercentage
FLast@techrules.comJDoe@techrules.com
88%
First.Last@techrules.comJohn.Doe@techrules.com
8%
FMiddleLast@techrules.comJMichaelDoe@techrules.com
2%
First@techrules.comJohn@techrules.com
2%
FLast@univeris.comJDoe@univeris.com
95%
First.Last@univeris.comJohn.Doe@univeris.com
4%
FirLast@univeris.comJohDoe@univeris.com
1%

Frequently Asked Questions

Where is TechRules's headquarters located?

Minus sign iconPlus sign iconTechRules's main headquarters is located at Calle Virgilio, 2, Pozuelo de Alarcón, Comunidad de Madrid 28223, ES. The company has employees across 4 continents, including EuropeSouth AmericaNorth America.

What is TechRules's phone number?

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconTechRules's official website is univeris.com and has social profiles on LinkedInCrunchbase.

How much revenue does TechRules generate?

Minus sign iconPlus sign icon As of October 2025, TechRules's annual revenue is estimated to be $10M.

What is TechRules's SIC code NAICS code?

Minus sign iconPlus sign iconTechRules's SIC code is 5012 - Automobiles and Other Motor Vehicles NAICS code is 52 - Finance and Insurance.

How many employees does TechRules have currently?

Minus sign iconPlus sign iconAs of October 2025, TechRules has approximately 71 employees across 4 continents, including EuropeSouth AmericaNorth America. Key team members include Cto And Market Data Director: C. H.Techrules Partner: S. B.Director De Ingeniería De Software: D. J.. Explore TechRules's employee directory with LeadIQ.

What industry does TechRules belong to?

Minus sign iconPlus sign iconTechRules operates in the Financial Services industry.

What technology does TechRules use?

Minus sign iconPlus sign iconTechRules's tech stack includes KubernetesCookie Noticescikit-learnLinkedInC++C#SmartsheetVuetify.

What is TechRules's email format?

Minus sign iconPlus sign iconTechRules's email format typically follows the pattern of FLast@techrules.com. Find more TechRules email formats with LeadIQ.

When was TechRules founded?

Minus sign iconPlus sign iconTechRules was founded in 1999.
TechRules

TechRules

Financial ServicesSpain51-200 Employees

TechRules (www.techrules.com) leading the digital revolution in Wealth and Asset Management.
TechRules provides WealthTech expertise for business automation at financial entities. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory requirements.
Títle: Solutions for Wealth and Asset Management				
TechRules is a leading consultancy and Wealth Management Software provider to financial entities. We develop modular, scalable and APIfied technology to meet customers' specific requirements.				
			
We provide WealthTech expertise for business automation to financial entities, based on AI and in accordance with regulatory requirements.			
					
Tower: Comprehensive Wealth Management Platform for Advisors and Financial Planners				
Robo Advisor: White-Label Discretionary Management Portal				
DIY Investors: White-Label Self Directed Investor Software				
Model Portfolio Services: Advanced Risk-Rated Model Portfolios				
Fund Solutions: Fund Marketing and Reporting Solutions			

Get a complete API solution for a particular task or an entire workflow! Complete high-standard API Financial Management Marketplace that comes from over 20 years' experience in digital WealthTech.

TechRuesl Awarded: Best client reporting 2020 !!

Section iconCompany Overview

Headquarters
Calle Virgilio, 2, Pozuelo de Alarcón, Comunidad de Madrid 28223, ES
Phone number
+34-913-57-3****
Website
univeris.com
SIC Code
5012 - Automobiles and Other Motor Vehicles
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    TechRules's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    TechRules's revenue is estimated to be in the range of $100M$250M

Company Leadership

  • Stylized image of a person
    C. H.
    Cto And Market Data Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Techrules Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. J.
    Director De Ingeniería De Software
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C. C. E.
    Director De Operaciones En Perú / Deployment team
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Managing Director
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    G. V. E.
    Customer Support Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J. C.
    Business Analyst And Product Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D. A.
    Data Integration Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M. C.
    Project Management Office (pmo) Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. G.
    It Department And System Manager
    Phone icon
    Mobile Phone

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