VRGL
Company

VRGL

Investment Management Dallas, Tx, United States 34 employees SOLOV
Employees
34
Contacts
2
Emails
2
Phones
2

VRGL Overview

Headquarters
Dallas, Tx, United States
Industry
Investment Management
Employees
34
Founded
2021
Stock Symbol
SOLOV
Funding
6.0M
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Keywords

About VRGL

Founded by pioneers of the institutional wealth management software industry, VRGL provides a suite of tools designed to empower wealth management firms to streamline the investment proposal and client acquisition process. Capabilities include risk tolerance, statement aggregation (including PDF statement extraction of all data), institutional-grade analytics, and proposal management capabilities. By giving clients a holistic view of their consolidated investment portfolio and illustrating a potential transition, VRGL enables advisors to quickly demonstrate their value proposition while ensuring compliance with risk tolerance and investment policies. Through the seamless aggregation of all client investment data, a no-touch analytics package, and automated proposal generation, advisors can contextualize their investment offerings and advice, fostering a more personalized and impactful client experience. This allows advisors to accelerate client acquisitions and enhance the retention of existing AUM.

VRGL Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

VRGL Org Chart

Sample employees and titles
Name Title Contact
Alex Pires Creating a New Approach to Hiring!
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Rick Kushel Co-founder & Managing Partner Fintop Capital
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Andy Newcomb Managing Partner at Missionog
Email Phone
Joshua Zimmerman Co-founder & CTO at Vrgl
Email Phone

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles

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