TechRules
TechRules is a leading consultancy and Wealth Management Software provider for financial entities, offering modular and scalable technology. Their solutions include Tower (a comprehensive Wealth Management Platform for Advisors and Financial Planners), Robo Advisor (a White-Label Discretionary Management Portal), Model Portfolio Services (Advanced Risk-Rated Model Portfolios), Fund Solutions (Fund Marketing and Reporting Solutions), and DIY Investors (White-Label Self Directed Investor Software). With over 20 years of experience, TechRules provides API-driven platforms to streamline operations and enhance customer interactions, supporting SaaS, PaaS, or on-premise deployments. They emphasize innovation, technology, and customer focus, catering to banks and wealth managers globally.
TechRules
TechRules is a leading consultancy and Wealth Management Software provider for financial entities, offering modular and scalable technology. Their solutions include Tower (a comprehensive Wealth Management Platform for Advisors and Financial Planners), Robo Advisor (a White-Label Discretionary Management Portal), Model Portfolio Services (Advanced Risk-Rated Model Portfolios), Fund Solutions (Fund Marketing and Reporting Solutions), and DIY Investors (White-Label Self Directed Investor Software). With over 20 years of experience, TechRules provides API-driven platforms to streamline operations and enhance customer interactions, supporting SaaS, PaaS, or on-premise deployments. They emphasize innovation, technology, and customer focus, catering to banks and wealth managers globally.
TL;DR
Founded: 1999
HQ: Madrid, Spain
Business: B2B wealth-management software and consultancy
Flagship product: Tower (advisor platform), rebranded to Univeris Advisor after 2022 acquisition
APIs: 200+ API library
Employees: 72
Company Overview
Problem Domain
Wealth management technology and fund reporting for banks, asset managers and financial advisers.
Founded
1999
Industry
FinTech / WealthTech
Funding Track Record
Total Funding: 0.00 USD