A Fintech focused company

Digital transformation and wealth management solutions, your global FinTech reference

TechRules offer a broad range of financial solutions to retail and personal banking, private wealth managers, fund managers, asset and portfolio managers, IFAs and family offices, as well as providing financial consulting and outsourcing services.

Using our knowledge and experience, we support our clients across the digital lifecycle - from working to define their digital strategy to designing and building their online and mobile presence.


Our sophisticated online solutions enable our clients to scale and to create strong relationships with their customers thereby improving results. All solutions comply with local laws and regulations.

Cutting edge FinTech technology



highly qualified experts

have enabled us to broaden our available solution sets, scale our operations, develop our global consulting expertise, expand and diversify our customer base and strengthen our competitive position.


modular solutions

can be deployed as stand-alone products or as part of an integrated wealth management platform. TechRules partners with major financial institutions in delivering a broad range of wealth management solutions.


comprehensive suite

of API enabled platforms allows financial institutions to integrate and streamline their operations and back-office processes, thereby improving customer interaction and control across all channels.

Meet the team.

Commitment to client service

While TechRules is not the largest technology firm, we believe we are the most passionate about customer service. Our professional approach combined with the agility that comes from being a smaller company enables us to respond quickly to client requests. We are committed to helping you to succeed.


Jaime studied agricultural engineering and has developed a career of more than 25 years of experience in assets management. Jaime has lead several initiatives to help develop the FinTech industry. His great leadership skill and ability to embrace change spread across the entire team, in the light of not only being competitive in a FinTech world driven by change but also to be ahead of the game.

Jaime Bolivar

Managing Director


Raúl is a Mining Engineer with more than 20 years of experience in the Tech-Industry; his main focus has been in the development of financial solutions. His great innovative skills have helped him to lead TechRules R&D activities and leadership focus towards results.

Raúl Lacaci

Managing Director


Críspulo, has a Telecommunication Engineer and a Master degree in Computer Science Administration and Telecommunications, Crispulo has more than 20 years of experience in leadership roles and project management at market leaders such as Siemens and Fujitsu, developing tools and processes to improve customer satisfaction.

Críspulo Escudero Benito



Begoña has more than 15 years of solid experience within B2B, digital and international environments for different industries including Consulting, FinTech, Banking, Digital transformation, software and services. She also plays a key role for both local and international alliances within the financial services industry, as well as selecting international partners. She provides technological solutions for the successful digital transformation of the financial industry.

Begoña Rubio

International Partners & Marketing Director


César possesses a degree in computer science as well as over 20 years of broad and successful experience in Project Management, Program Management, Portfolio Management within IT and IS domains, Consulting, Banking, Insurance, Energy Industries, Education, Public Admin and Telecommunication. He has led and managed multiple projects and teams, enterprise-wide initiatives, and large-scale system implementations.

César Serrano

Consulting Lead


Javier brings a diverse range of skill and experience to TechRules, his background comes from a marketing degree and professional knowledge in the financial industry, Javier holds an EFA certification. His customer-oriented skill allows him to design the best digital strategy according to each customer’s needs and build a strong relationship with customers through continuous follow-up.

Javier Carrallo

Financial Advisory Solutions


José Manuel, Electrical Engineer and Master 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-functional projects.

Jose Manuel Cajal

PMO Manager


Sergio has a solid background as Economist and a higher specialization in finance supported by a CFA and IMC certification. Sergio brought with him over 10 years’ experience in the financial industry and investment management. That included experience in international environments and different of financial institutions.

Sergio San Jose

Head of Model Portfolios


Carmen has a degree in Computer science, Master degree in business administration and negotiation. Carmen has a strong track record as CTO in the financial industry in these roles she has built a set of leadership skills with a business focus towards a successful planning and results.

Carmen Hoyos



David, Telecommunications Engineer. Started his career in TechRules developing key integration products for our main solution, TOWER, which allowed him to build a successful career path and leadership skills for the development team.

David Jimenez

Development Manager


Guillermo, Industrial Engineer and Master Degree in Quality Management, helps him in his role as Support and Maintenance Team Leader. His experience in Project and Quality Management has led to a successful technology adoption for all of our customers.

Guilermo Villamil

Support and Maintenance team


Luis has a degree in industrial relations and business science, master degree in human resources and a solid experience in banking and the tech industry. Focused on people their development and healthy relationship, leads to a professional growth as a team in TechRules and client relation.

Luis Aparicio

Human Resources Manager

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