Company profile: TechRules
1.1 - Company Overview
Company description
- Provider of B2B consultancy and wealth management software developing technological solutions for financial advice in Spain and internationally, serving financial institutions in retail and private banking, fund management, brokerage houses, family offices, wealth management, and financial portals.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to TechRules
O&M Systems
HQ: United Kingdom
Website
- Description: Provider of groundbreaking software and services for the UK financial services industry, offering bureau services to advisers for charging structure comparisons and transfer analysis, and user-friendly software enabling advisers to conduct analysis and comparisons.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full O&M Systems company profile →
CloudMargin
HQ: United Kingdom
Website
- Description: Provider of a cloud-based collateral management solution.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full CloudMargin company profile →
Envestnet
HQ: United States
Website
- Description: Provider of integrated, technology-enabled wealth and investment solutions for financial advisors, banks, dealers, and wealth institutions, including a web-based wealth management platform for data-driven, holistic advice; unified managed accounts; AI-driven insights for banking; direct indexing; revenue management; and billing for RIAs.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Envestnet company profile →
HFM
HQ: Australia
Website
- Description: Provider of forex and commodities brokerage and online trading services for retail and institutional clients, offering account types, trading software, and tools. Supports forex and CFD trading on 500+ markets (metals, stocks, bonds, indices, energies, commodities, cryptos, ETFs), metals CFDs, swap-free trading, and copy trading.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full HFM company profile →
OpenFinance
HQ: United States
Website
- Description: Provider of a leading secondary market trading platform for digital securities and digital alternative assets, offering access to liquidity and investment opportunities in the $8.8 trillion alternative asset market, backed by industry veterans and key partnerships.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full OpenFinance company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for TechRules
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to TechRules
2.2 - Growth funds investing in similar companies to TechRules
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4 - Top valuation comps for TechRules
4.2 - Public trading comparable groups for TechRules
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