VRGL provides institutional-grade analytics and automated data extraction to empower wealth management firms to accelerate the Client Acquisition, Proposal Management & Retention process (“CAPM & R”). By giving clients a complete view of their consolidated investment picture, VRGL enables advisors to quickly demonstrate how and why they add value. VRGL scores a client’s entire portfolio across 5 pillars: performance, risk, diversification, taxes and fees. This quantitative scoring system presented at the front end of conversations decreases the time and cost associated with lengthy prospecting so advisors can accelerate time to new revenue and retention of existing AUM. Founded by pioneers of the institutional wealth management industry, VRGL’s technology lets advisors seamlessly aggregate all client investment data and provides a no-touch analytics package allowing the advisor to contextualize their own investment offerings and advice.
Location: United States, Texas, Dallas
Employees: 11-50
Total raised: $15M
Founded date: 2021
Investors 1
| Date | Name | Website |
| - | Sallyport ... | sallyport.... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 29.08.2022 | Series A | $15M | - |
Mentions in press and media 4
| Date | Title | Description |
| 29.08.2024 | VRGL Closes Funding Round | VRGL, a Dallas, TX-based provider of a client acquisition and investment proposal management solution, raised an undisclosed amount of funding. The round was led by FINTOP Capital and MissionOG, with participation from Northwestern Mutual, ... |
| 06.08.2024 | EVO Wealth Consulting Launches Wealth Technology Solution Guide with 22 Industry Leaders | EVO Has Partnered with 22 Leading Wealth Technology Solutions Across the Technology Stack Technology Enhanced Infrastructure and Client Experience EVO Wealth Consulting helps growth-focused wealth managers navigate the expanding landscape o... |
| 27.06.2023 | Wealth Management Technology Firms Announce AI & Automation Summit for Financial Advisors | An AI-focused virtual summit for growth-minded financial advisors and wealth managers AI and automation are changing the landscape of financial advising, and we're excited to showcase the latest innovations in this field” — Anand Sheth, CEO... |
| 30.08.2022 | VRGL Raises $15M in Series A Funding | VRGL, Inc., a Dallas, TX-based provider of institutional-grade analytics and automated data extraction to the wealth management industry, raised $15m in Series A funding. The round was led by MissionOG and FINTOP Capital with participation ... |