Insights

WealthTech Leadership TechRules operates in the financial services space with a strong focus on wealth and asset management, presenting a compelling case for selling advanced WealthTech automation, AI-driven workflows, and regulatory-compliant modular solutions to wealth managers and financial entities.

APIfied Modularity The company emphasizes modular, API-first technology that can be tailored to specific client workflows, offering clear sales angles for integration projects, API marketplaces, and rapid deployment with existing client ecosystems.

Awarded Credibility Recognition such as best client reporting and WealthTech100 appearances enhances credibility for pitching to mid to large-sized financial firms seeking proven, reputable technology partners.

Growth Through Acquisition Historical events show convergence with Univeris through acquisition and collaboration, signaling potential cross-sell opportunities to existing Univeris clients and a pathway for expanding in North American markets.

Scale and Revenue Readiness With a revenue range of 100M-250M and 51-200 employees, TechRules sits at a scale suitable for enterprise deals, large implementations, and partnerships with asset managers seeking robust, scalable WealthTech solutions.

Similar companies to TechRules

TechRules Tech Stack

TechRules uses 8 technology products and services including SaltStack, Google Kubernetes Engine, TweenMax, and more. Explore TechRules's tech stack below.

  • SaltStack
    Build Automation
  • Google Kubernetes Engine
    Containerization
  • TweenMax
    Javascript Frameworks
  • Pardot
    Marketing
  • Microsoft Windows
    Operating Systems
  • C#
    Programming Languages
  • Python
    Programming Languages
  • Mockito
    Testing And Qa

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

What is TechRules's phone number?

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You can contact TechRules's main corporate office by phone at . 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?

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TechRules's official website is univeris.com and has social profiles on LinkedInCrunchbase.

What is TechRules's SIC code NAICS code?

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

How many employees does TechRules have currently?

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As of July 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.Director De Ingeniería De Software: D. J.. Explore TechRules's employee directory with LeadIQ.

What industry does TechRules belong to?

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TechRules operates in the Financial Services industry.

What technology does TechRules use?

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TechRules's tech stack includes SaltStackGoogle Kubernetes EngineTweenMaxPardotMicrosoft WindowsC#PythonMockito.

What is TechRules's email format?

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

When was TechRules founded?

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TechRules was founded in 1999.
TechRules logo

TechRules

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.

Section iconCompany Overview

Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
51-200

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

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