VRGL
DALLAS, TX · Information Technology, Other · 31 employees
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
Funding history
- Funding Round — $3.6M — Nov 2025
- Funding Round — $6.0M — Aug 2024
- Funding Round — $15.7M — Mar 2023
- Series series a — $15.0M — Aug 2022
- Funding Round — $15.7M — Aug 2022
Recent signals
- Nov 10, 2025: Raised $3.6M
- Apr 29, 2025: VRGL Appoints Kyle Zasky as Chief Executive Officer
- Aug 29, 2024: Raised $6.0M
- Aug 29, 2024: Raised funding
- Mar 01, 2023: Raised $15.7M
- Aug 31, 2022: Raised $15.0M in Series series a
- Aug 30, 2022: Raised $15.7M
See plans & pricing → Track VRGL’s funding, hiring, and signals — with verified contacts — on Fundz.