Loading company…
VRGL provides analytics and automated data extraction tools for wealth management firms.
Founded in Texas in 2021 by Josh Smith and Josh Zimmerman, VRGL offers a platform for client acquisition, proposal management, and retention. Its analytics cover investment performance, risk, diversification, taxes, and fees, while automated statement extraction helps advisors assess portfolios. In August 2024, it raised USD 5.99 million from FINTOP Capital, MissionOG, Northwestern Mutual, Flyover Capital, Fin Venture Capital, and other investors.
Funding rounds, investors and people for this company come from licensed data. A free account shows the first rows of each section; an approved contribution opens every profile in full.
Sign in