TechRules

TechRules is a B2B consultancy firm that develops technological solutions for financial advice in Spain as well as internationally.

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Products and services

The wealth management software provider serves various financial institutions in the areas of retail banking, private banking, fund management, brokerage houses, family offices, wealth management, and financial portals around the world. It offers services ranging from business advice, the flow of financial data, and the integration of solutions to the training of advisors.

About the business

TechRules provides WealthTech expertise for business automation at financial entities. Their modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory requirements.

History

TechRules was founded in 1999 in Spain by Jaime Bolivar.

About the owners and the team

Headquartered in Madrid, Spain, TechRules is managed by a small team of employees, including Jaime Bolivar, CEO of the company.

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