VRGL Funding & Investors

Dallas, TX

VRGL provides wealth management firms with institutional-grade analytics and automated data extraction to help them accelerate the client acquisition, proposal management, and retention process (''CAPM & R''). VRGL enables advisors to quickly demonstrate how and why they add value by providing clients with a comprehensive view of their consolidated investment picture. VRGL's technology, founded by institutional wealth management industry pioneers, allows advisors to seamlessly aggregate all client investment data and provides a no-touch analytics package that allows the advisor to contextualize their own investment offerings and advice.