How VRGL CEO Josh Smith grew to $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.