VRGL logo

VRGL

Dallas, TX

VRGL provides wealth management firms with institutional-grade analytics and automated data extraction to help them accelerate the client acquisition, proposal management, and retention process (''CAPM & R''). VRGL enables advisors to quickly demonstrate how and why they add value by providing clients with a comprehensive view of their consolidated investment picture. VRGL's technology, founded by institutional wealth management industry pioneers, allows advisors to seamlessly aggregate all client investment data and provides a no-touch analytics package that allows the advisor to contextualize their own investment offerings and advice.

vrglwealth.com

Company Details

Founded

2021

Employees

Between 20 - 50 employees

Raised

$20,999,974

Headquarters Location

Dallas, TX

Public

No

Acquired

No

CEO

Kyle ZaskyKyle Zasky

Founders

Josh Smith
Josh Smith
Joshua Zimmerman
Joshua Zimmerman

Company Collections

These are collections VRGL is a part of. Click on the collection name to view similar companies.

VRGL's Industries

VRGL's Tech Stack

VRGL Headquarters Location

Dallas, TX 75203

Total Amount Raised: $20,999,974

VRGL Funding Rounds

  • Series Unknown

    $5,999,974

    Series Unknown Investors

    FINTOP Capital
    MissionOG
    Flyover Capital
    Northwestern Mutual Future Ventures
    Fin Capital

  • Series A

    $15,000,000

    Series A Investors

    FINTOP Capital
    MissionOG
    Sallyport Investments
    Checchi Capital Advisers
    Dynasty Financial Partners
    Northwestern Mutual Future Ventures
    Flyover Capital
    Compound
    Fin Capital
Funding info provided by Diffbot.

VRGL Reviews

0 out of 5 stars

Based on 0 reviews

Review data

Share your thoughts

Worked here? Share your experience. Help others decide if this company is right for them. Write a review on VRGL.

Recent reviews