Who we are

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 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.

Drives change on the organization in order to develop the team skills and lead the team towards excellence and results

Jaime Bolivar

Managing Director

Leadership and experience on working together with clients to design strategies and valuable insights to foresee innovative solutions

Raúl Lacaci

Managing Director

Responsible on achieving a competitive advantage through high performance team management, leadership and coaching

Críspulo Escudero Benito

Chief Information Officer

Key role in local and international alliances in the financial services industry, selecting as well international partners .
Technology solutions for a successful digital transformation of the financial industry.

Begoña Rubio

International Partners & Marketing Director

Successful experience in Project management, Program management and portfolio management

César Serrano

Lead Consultant

Sales responsable of technology based solutions and business development in Banking and finance Industry

Javier Carrallo

Sales Manager

Wide experience as Project Manager/Account Manager in a wide variety of business applications and technologies

Jose Manuel Cajal

Project Manager

Valuable experience on finances for different markets and companies give a strong direction on model portfolio management

Sergio San Jose

Head of Model Portfolios

Add value to the business through knowledge and experience in technology, competence on data and system management

Carmen Hoyos

Chief Technology Officer & Chief Digital Officer

Responsible of the development team with a background experience in the Tower integration team

David Jimenez

Development Manager

Build strong and lasting relationships with our customers by providing an exceptional support service

Guilermo Villamil

Support and Maintenance Lead

Enhancing employment relationship, human resources policies programs and practices to improve the business relationship

Luis Aparicio

Human Resources Manager

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​The MiFID II clock is ticking..​.
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