VRGL

VRGL offers a Client Acquisition and Investment Proposal Management solution designed to streamline the investment proposal and client acquisition process for wealth management firms. Its platform aggregates client investment data, provides analytics, and automates proposal generation, accelerating time to revenue and improving client acquisition and retention. The platform helps advisors demonstrate their value proposition while ensuring compliance.

Buy Funded Startups lists

Funding Round: Strategic Fundraising

Funding Amount:

Date: 29-Aug-2024

Investors: FINTOP Capital, MissionOG, Northwestern Mutual, Flyover Capital, Fin Capital

Markets: Wealth Management Software, Investment Management, Advice, Analytics, Consulting, Information Services, SaaS, Wealth Management

HQ: Dallas, Texas, United States

Founded: 2021

Website: https://www.vrglwealth.com

LinkedIn: https://www.linkedin.com/company/vrgl

Twitter: https://x.com/vrglwealth

Instagram: