portfolio

TECHRULES

SUMMARY

TechRules provides wealth management software and services to financial entities across Europe, North America, and Latin America.

HIGHLIGHTS

The acquisition of TechRules aligns with Univeris’ strategy to build a best-in-class wealth management SaaS platform to meet the technological demands of its global customer base.

PROJECT INFO

• ACQUIRED FROM: PRIVATE SELLER
• TRANSACTION TYPE: ADD-ON
• INVESTMENT DATE: JUNE 2022
• INDUSTRY: SOFTWARE