VRGL
Dallas, Texas, United States
How VRGL hit $5.1M revenue with a 32 person team in 2023.
VRGL is a sophisticated platform offering institutional-grade analytics and automated data extraction, specifically designed to empower wealth management firms in streamlining their Client Acquisition, Proposal Management, and Retention (CAPM & R) processes. By presenting clients with a comprehensive view of their consolidated investment portfolio, VRGL equips advisors with the tools needed to efficiently demonstrate the value they add. At the core of VRGL's offering is a robust scoring system that evaluates a client's entire portfolio across five key pillars: performance, risk, diversification, taxes, and fees. This quantitative assessment is strategically leveraged at the beginning of client interactions, significantly reducing the time and costs traditionally associated with extensive prospecting efforts. As a result, advisors can expedite the process of securing new revenue and retaining existing Assets Under Management (AUM). VRGL was founded by veterans of the institutional wealth management industry. Its state-of-the-art technology facilitates the seamless aggregation of all client investment data, complemented by a comprehensive, no-touch analytics package. This enables advisors to proficiently contextualize their investment offerings and advice, thereby enhancing their service delivery and client engagement. Overall, VRGL represents a transformative tool for wealth management firms, offering a blend of advanced analytics, data management, and process efficiency designed to optimize client service and business growth.
2021
Founded
$5.1M
2023 Revenue
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YOY
$0
Funding
VRGL Revenue
In 2023, VRGL revenue run rate hit $5.1M in revenue.
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2023
VRGL hit $5.1M in revenue in 2023
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2021
VRGL launched in 2021 with $0 revenue
VRGL Funding History
No funding has been reported for VRGL yet.
Team
VRGL has 32 total employees.
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 32 |
Founder / CEO
Josh Smith
Q&A
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What's your age?
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Advice for 20 year old self
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Customers
Churn
VRGL Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Josh Smith | CEO | [email protected] | - |
VRGL Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Josh Smith | CEO | [email protected] | - |
Frequently Asked Questions about VRGL
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When was VRGL founded?
VRGL was founded in 2021.
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How much revenue does VRGL generate?
VRGL generates $5.1M in revenue.
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Who is the CEO of VRGL
The CEO of VRGL is Josh Smith.
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How much funding does VRGL have?
VRGL raised $0.
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How many employees does VRGL have?
VRGL has 32 employees.
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Where is VRGL headquarters?
VRGL is headquartered at Dallas, Texas, United States
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