Techrules Email Format

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.

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