VRGL

Investment Management • Dallas, Texas, United States • 21-50 Employees

Company overview

Headquarters	Dallas, Texas, United States
Phone number	+18008528745
Website	vrglwealth.com
NAICS	5231
SIC	738
Founded	2021
Employees	21-50
Socials

Key Contacts at VRGL

Kyle Zasky

Chief Executive Officer

Joshua Zimmerman

Co-Founder & Coo

Hayley Aiello

Director, Client Experience

VRGL Email Formats

VRGL uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@vrglwealth.com), used 51.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@vrglwealth.com	51.7%
{first name}{last name}	johndoe@vrglwealth.com	44.8%
{second initial}{last name}	odoe@vrglwealth.com	3.4%

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 revenue & valuation

Annual revenue	$1,200,000
Revenue per employee	$38,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$3,900,000
Total funding	$21,000,000