83
43
Growth Score
-5 pts
Heat Score
-6 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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TechRules is a leading consultancy and wealth management software provider for financial entities.
- Jaime Bolivar: Managing Director
About the Company
TechRules is a B2B consultancy firm that develops technological solutions for financial advice in Spain and internationally. 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, flow of financial data, and integration of solutions to the training of advisors. Founded in 1999, TechRules helps financial entities grow and be more profitable building and monitoring their model portfolios and putting in place all the technological solutions required.
