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VRGL logo

VRGL

Recent Finacing

Equity

Recent Raise

Undisclosed

VRGL provides wealth management firms an automated platform for PDF statement extraction, consolidated portfolio views, institutional-grade analytics (performance, risk, diversification, taxes, fees), and automated proposal generation and client onboarding.

Founded 2021
Texas, United States
11-50
Private
vrglwealth.com
PitchBook

Highlights

Focus Areas

Advice
Analytics
Consulting
Information Services
SaaS
Wealth Management

Recent Investors

Fin Capital logo
Flyover Capital logo
MissionOG logo
FINTOP Capital logo
Sallyport Investments logo
T
Northwestern Mutual Future Ventures logo
C
Dynasty Financial Partners logo
Northwestern Mutual logo

Financials

$15M

Total Raised

2

Funding rounds

10

Investors


Team

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See the team members at VRGL.