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VRGL

VRGL

Private
Dallas, TexasFinTechhttps://www.vrglwealth.com/

Last Round

VC Round

Aug 29, 2024

Total Funding Raised

$15M

Company Overview

VRGL is a fintech company that provides a unified growth platform for wealth management firms, offering automated data extraction, portfolio analytics, and proposal management tools.

Sector

FinTech

Verticals

Wealth Management, Financial Data, Workflow Automation, Sales Enablement

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

wealth management softwareRIA softwareproposal generationportfolio analyticsautomated data extractionwealthtechclient acquisitionregistered investment advisorRIAfinancial advisor toolsinvestment proposal softwareworkflow automationSaaS wealth managementstatement processingadvisor tech

Historical Pricing

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Caplight Momentum Score

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VRGL Comparables

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VRGL comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
CapIntel
83%
ARQA
81%
YourStake
81%

VRGL Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
VC RoundAug 29, 2024
Series AAug 30, 2022
SeedJan 1, 2021

Key People

Founding team and executive leadership

Joshua Zimmerman

Co-Founder & CTO

Founding Team

Kyle Zasky

Chief Executive Officer

Executive Team

Kevin Larkin

Chief Operating Officer

Executive Team

VRGL Investors

Notable investors and investment history

VRGL investors
InvestorRounds
The Compound CapitalSeries A
Flyover CapitalVC Round, Series A
Northwestern Mutual Future VenturesSeries A
Fin Venture CapitalVC Round, Series A
MissionOGVC Round, Series A
Sallyport InvestmentsSeries A, Seed
Checchi CapitalSeries A, Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 29, 2024

    Raised a VC Round led by FINTOP Capital and MissionOG.

  • Aug 30, 2022

    $15M round completed.

VRGL Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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VRGL Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about VRGL's valuation, stock price, and market status.

Firmographic Details

HeadquartersDallas, Texas
Employee Range32
Year Founded2021
Last FundingAug 29, 2024

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