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M&A Deal Summary

Univeris Acquires TechRules

On June 29, 2022, Univeris acquired information technology company TechRules

Acquisition Highlights
  • This is Univeris’ 1st transaction in the Information Technology sector.
  • This is Univeris’ 1st transaction in Spain.

M&A Deal Summary
Date 2022-06-29
Target TechRules
Sector Information Technology
Buyer(s) Univeris
Deal Type Merger

Target

TechRules

Madrid, Spain
TechRules provides wealth management software and services to financial entities. The company's modular, scalable, and flexible architecture, on-premise or SaaS, addresses clients' specific advisory, discretionary, or execution requirements in a single solution. TechRules' core platform, Tower, includes digital onboarding, automated investment proposals, automated trading, portfolio rebalancing, and reporting. It also offers robo and hybrid-enabled advisor models, bespoke portfolio management tools, model portfolio services, and fund solutions. TechRules was formed in 1999 and is headquartered in Madrid, Spain.

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Buyer(S) 1

Buyer

Univeris

Toronto, Ontario, Canada
Category Company
Founded 1996
Sector Software
DESCRIPTION

Univeris is an enterprise software platform servicing the wealth management industry. Univeris provides financial institutions with real-time, enterprise software needed to effectively manage their business, compliance, operations, and clients. The Business continues to design its solution around its client priorities through the utilization of a multi-channel approach to wealth management. Solutions include client discovery and onboarding, account opening and management, order execution, and portfolio insights & analytics. Univeris was formed in 1996 and in based in Toronto, Ontario.

DEAL STATS #
Overall 1 of 1
Sector: Information Technology M&A 1 of 1
Type: Merger M&A Deals 1 of 1
Country: Spain M&A 1 of 1
Year: 2022 M&A 1 of 1
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