# VRGL

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/vrgl

- Industry: Financial Services
- Headquarters: Dallas, US
- Website: www.vrglwealth.com
- Total disclosed funding: $15M
- Latest round: Series A (Aug 27, 2024)
- Investors on record: 10

## About

Based in Texas, US, and founded in 2021 by CEO Josh Smith, and COO Josh Zimmerman, VRGL, Inc. provides institutional-grade analytics and automated data extraction to the wealth management industry to build trust by bringing transparency, visibility, and collaboration across the entire client lifecycle. In August 2024, VRGL raised USD 5.99 million in venture funding co-led by returning investors FINTOP Capital and MissionOG, with participation from new investor Northwestern Mutual. Returning investors Flyover Capital, Fin Venture Capital, and individual and unspecified investors also participated in the round.

The company provides a client acquisition, proposal management, and retention (CAPM & R) platform to enable the decision-making process of wealth management clients by utilizing institutional-grade analytics and automated data extraction for wealth management organizations. VRGL offers 5 Pillar Analytics, a proprietary analytics solution that includes features, such as performance, risk, diversification, taxes, and fees, and statement extraction functionality which removes human capital requirements, allowing the advisor to understand investment gaps and add value.

VRGL plans to use its proceeds from August 2022 funding to further grow its sales and partnership capabilities, scale its operational resources, and execute its product and marketing roadmap.

## Funding rounds

- Series A, Aug 27, 2024, $6M — Northwestern Mutual Capital, MissionOG, Flyover Capital, FINTOP Capital, Fin Capital
- Series A, Aug 16, 2022, $9.5M — MissionOG, Flyover Capital, Dynasty Financial Partners, Checchi Capital, Future Ventures, FINTOP Capital, Fin Capital, Sallyport, COMPOUND Capital Management

## Investors

- MissionOG (https://capitalatlas.ai/funds/missionog) — Series A
- Flyover Capital (https://capitalatlas.ai/funds/flyover-capital) — Series A
- Dynasty Financial Partners — Series A
- Checchi Capital — Series A
- Future Ventures — Series A
- FINTOP Capital (https://capitalatlas.ai/funds/fintop-capital) — Series A
- Fin Capital (https://capitalatlas.ai/funds/fin-capital) — Series A
- Sallyport (https://capitalatlas.ai/funds/sallyport) — Series A
- COMPOUND Capital Management — Series A
- Northwestern Mutual Capital (https://capitalatlas.ai/funds/northwestern-mutual-capital) — Series A