About Us - TechRules

Digital transformation and Wealth Management solutions: your global WealthTech reference

TechRules offers a wide range of financial solutions for retail and personal banking, private wealth managers, fund managers, asset- and portfolio-managers, IFAs and family offices, also provides financial consulting and outsourcing services.

Cutting-edge WealthTech technology

Our sophisticated online solutions enable clients to scale their business and to build strong business relationships with their customers. In so doing, they improve their results while always complying with local regulations.

Highly-qualified experts

Our experts have enabled us to broaden our available suites, scale our operations, develop our global consulting expertise, expand and diversify our customer base and strengthen our competitive position. We use the same Wealth Tech business language, because of our in-depth knowledge of the financial sector and its demands.

Modular solutions

Our modular solutions can be deployed as stand-alone products or as part of an integrated wealth- management platform. TechRules partners with major investment and financial entities in delivering a wide range of wealth-management solutions.

Comprehensive suite

Our comprehensive platforms built up with APIs enable financial entities to integrate and streamline their operations and back-office processes, thereby improving customer interactions and their control across all channels.

Meet the team

TechRules is a passionate group of professionals, able to provide the best customer service. Our professional approach combined with the agility that comes from being a smaller company enables us to respond rapidly to our clients’ requests. We are committed to helping you to succeed.

Raúl is a Mining Engineer with more than 20 years’ experience in the Tech-Industry. He has been focused on the development of financial solutions. His great innovative skills have helped him lead TechRules R&D activities and leadTechRules to achieve results.

Raúl Lacaci
VP R&D Univeris Advisor

César holds a degree in Computer Science as well as over 20 years’ wide-ranging and successful experience in Project Management, Program Management, Portfolio Management in IT and IS domains, Consulting, Banking, Insurance, Energy Industries, Education, Public Administration and Telecommunications. He has led and managed multiple projects and teams, enterprise-wide initiatives, and large-scale system implementations.

César Serrano
Pre-Sales Lead

Javier brings a diverse range of skills and experience to TechRules. His background comes from a Marketing degree and professional knowledge in the finance industry. Javier holds EFA certification. His customer-oriented skills enable him to design the best digital strategy according to each customer’s needs, and to build a strong relationship with them through continuous follow-up.

Javier Carrallo
Business Development

José Manuel is Electrical Engineer and Master’s degree in Direction Management. Jose Manuel has over 20 years’ Experience as Project Manager and Account Manager in a wide variety of business sectors and tech solutions, as well as particular experience in cross-departmentnal projects.

Jose Manuel Cajal
PMO Manager

Sergio has a solid background as an Economist and a higher specialisation in finance supported by a both CFA and IMC certifications. Sergio brought with him over 10 years’ experience in the finance industry and investment- management. This included experience in international environments and various of financial institutions.

Sergio San Jose
Consulting Lead

Carmen has a degree in Computer Science, Master’s degree in Business Administration and Negotiation. Carmen has a strong track record as CTO in the finance industry. In this roles, she has built a set of leadership skills with a business focus towards successful planning and results.

Carmen Hoyos
CTO & CDO

David is Telecommunications Engineer. He began his career in TechRules by developing key integration products for our main solution, Tower, enabling him to build a successful career path and leadership skills for team-development team.

David Jimenez
Development Manager

Guillermo is an Industrial Engineer with Master’s degrees in both Quality Management and Project Management. His solid, international managerial experience in the tech industry, combined with his vision in building and developing strong customer relationships, has helped him in his role in leading the Support and Maintenance Department at TechRules.

Guilermo Villamil
Support and Maintenance Team

Luis has a degree in both Industrial Relations and Business, also a Master’s degree in Human Resources Management and solid experience in banking and the tech industry. His focus on people, their development and healthy relationships, guides the team to professional growth and better customer relations.

Luis Aparicio
Human Resources Manager

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