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TechRules ( 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 !!

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Revenue $29 million
Employees 102 (102 on RocketReach)
Founded 1999
Phone +34 913 57 39 00
JavaScript, HTML, PHP +29 more (view full list)
Category Financial Services, Finance General, Investment Proposals, Finance, FinTech, Discretionary Management, Reporting, Risk Analytics, Investment Tools, Business Intelligence, CRM, Financial Planning, Model Portfolios, Funds Reporting, Rebalancing, Advanced consultancy, Task & Alerts, Performance Attribution
Web Rank 2 Million
Keywords techrules, lu0890598286, ice bofaml sterling 3-month treasury bill index, schabller intelligence robo advisor, tom bradley-flanagan jp morgan
Competitors Cary Street Partners, Croesus, FO-CUST SOLUTIONS LIMITED, InvestEdge, Inc., Profidata
SIC 62, 621
NAICS 52, 52399, 523, 5239

TechRules Questions

The TechRules annual revenue was $29 million in 2023.

Jaime Bolivar is the Managing Director of TechRules.

102 people are employed at TechRules.

The NAICS codes for TechRules are [52, 52399, 523, 5239].

The SIC codes for TechRules are [62, 621].

Top TechRules Employees

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