What is TechRules's NAICS code?

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

Insights

WealthTech Leader Positioned as a leading Wealth and Asset Management solutions provider with AI-enhanced modular platforms, presenting opportunities to upsell automation and API-driven integrations to financial institutions seeking modernization.

Regulatory Safe Emphasize compliance-driven architecture and regulatory alignment to win business from banks and asset managers needing vetted, auditable workflows and reporting capabilities.

APIfied Ecosystem Promote complete API solutions and API-marketplace offerings to financial entities aiming to accelerate digital transformations, reuse existing investments, and enable rapid deployment of new wealth management use cases.

Strong Growth Leverage recent recognition and acquisitions (WealthTech100 acknowledgment, Univeris acquisition) to approach mid-to-large wealth managers and fintechs seeking scalable platforms and strategic partnerships.

Global Stack Highlight the tech stack and cloud-agnostic capabilities (AWS, Google Cloud, NetSuite, Sage) to target firms requiring modern cloud architectures, security, and seamless ERP/CRM integrations to streamline operations.

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TechRules Tech Stack

TechRules uses 8 technology products and services including Veeam, Amazon Web Services, NetSuite, and more. Explore TechRules's tech stack below.

Veeam
Backup And Recovery
Amazon Web Services
Cloud Hosting
NetSuite
E-commerce
Sage
Enterprise Resource Planning
Google Cloud
Infrastructure As A Service
Pardot
Marketing
Fortinet
Network Hardware
BambooHR
Recruitment Marketing

Media & News

TechRules's Email Address Formats

TechRules uses at least 7 email formats:

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

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 and Crunchbase.

How much revenue does TechRules generate?

As of August 2026, TechRules's annual revenue is estimated to be $100M - $250M.

What is TechRules's SIC code and NAICS code?

TechRules's SIC code is 7372 - Prepackaged Software and NAICS code is 52 - Finance and Insurance.

How many employees does TechRules have currently?

As of August 2026, TechRules has approximately 65 employees across 4 continents, including Europe, South America and North America. Key team members include Cto And Market Data Director: C. H., Techrules Partner: S. B. and Director De Ingeniería De Software: D. J. 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 Veeam, Amazon Web Services, NetSuite, Sage, Google Cloud, Pardot, Fortinet and BambooHR.

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 65 employees.

Q: What technology does TechRules use?

TechRules's tech stack includes Zoom, GitLab, Gmail, Apache Groovy, Leadfeeder.

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.