Vrgl
Highly Engaged Employees

Q: What is Vrgl's official website?

Vrgl's official website is www.vrglwealth.com

Q: What industry does Vrgl belong to?

Vrgl is in the industry of: Financial Software , Software

Q: What is Vrgl competition?

Vrgl top competitors include: Dowd Financial Group , Middleburg Wealth Management , Hudson Valley Wealth Management , Mestmaker & Petrey Wealth Advisors

Q: What technology does Vrgl use?

Some of the popular technologies that Vrgl uses are: Cloudflare Website Optimization, Cloudflare CDN, Python, Microsoft 365

Q: How do I contact Vrgl?

Vrgl contact info: Phone number: (800) 852-8745 Website: www.vrglwealth.com

Q: What does Vrgl do?

VRGL is a growth platform designed for wealth management firms, enabling advisors to transform complex financial data into clear investing insights. The platform supports independent advisors in acquiring and engaging clients while providing enterprise wealth firms with standardized workflows across teams. By streamlining the work behind advice, VR... GL enhances operational efficiency and fosters sustainable organic growth. The company aims to empower advisors to focus on high-value client interactions and strengthen relationships through improved execution. Read More

Q: Who invested in Vrgl?

Vrgl has 4 investors including FINTOP Capital, Sallyport Investments, MissionOG and Checchi Capital Advisers.

Q: Is Vrgl a public company?

Vrgl is private company therefore does not currently have an official ticker symbol

Financial Software · Texas, United States · 11-50 Employees

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Overview

Headquarters

3090 Nowitzki Way Ste 300, Dallas, Texas...

Phone Number

(800) 852-8745

Website

www.vrglwealth.com

Revenue

<$5 Million

Industry

Financial Software

Software

About Vrgl

VRGL is a growth platform designed for wealth management firms, enabling advisors to transform complex financial data into clear investing insights. The platform supports independent advisors in acquiring and engaging clients while providing enterprise wealth firms with standardized workflows across teams. By streamlining the work behind advice, VRGL enhances operational efficiency and fosters sustainable organic growth. The company aims to empower advisors to focus on high-value client interactions and strengthen relationships through improved execution.Explore more

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SIC Code 73,737NAICS Code 51,513Show more

Vrgl Org Chart

Kyle Zasky

Chief Executive Officer

Phone

Joshua Zimmerman

Co-Founder & Chief Technology Officer

Phone

Kevin Larkin

Chief Operating Officer

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Adam Abbas

Product Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vrgl

<$5M

11-50

Private

$15M

2021

Kyle ZaskyCEO

Dowd Financial Group

$7.6M

11-50

Private

2002

Diane TinneyGeneral Manager

Hudson Valley Wealth Mana...

<$5M

1-10

Private

Christopher ConoverFounder & President

Polaris Private Wealth

<$5M

1-10

Private

2022

Michael SharberManager Partner, Wealth Advisor

Rezny Wealth Management

<$5M

1-10

Private

2013

Linda ReznyExecutive Vice President & Director, Operations

Mestmaker & Petrey Wealth...

<$5M

1-10

Private

2008

Daniel PetreyOwner, Financial Advisor

Middleburg Wealth Managem...

<$5M

1-10

Private

2010

Kathy GarrisonChief Financial Officer & Manager, Business

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Vrgl Tech Stack

A closer look at the technologies used by Vrgl

Cloudflare Website Optimization

Python Software Foundation

Microsoft 365

Microsoft

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Top Financial Software Companies

Frequently Asked Questions Regarding Vrgl

What is Vrgl's official website?

Vrgl's official website is www.vrglwealth.com

What is Vrgl's Revenue?

Vrgl's revenue is <$5 Million

What is Vrgl's SIC code?

Vrgl's SIC: 73,737

What is Vrgl's NAICS code?

Vrgl's NAICS: 51,513

How many employees does Vrgl have?

Vrgl has 11-50 employees

What industry does Vrgl belong to?

Vrgl is in the industry of: Financial Software, Software

What is Vrgl competition?

Vrgl top competitors include: Dowd Financial Group, Middleburg Wealth Management, Hudson Valley Wealth Management, Mestmaker & Petrey Wealth Advisors

What technology does Vrgl use?

Some of the popular technologies that Vrgl uses are: Cloudflare Website Optimization, Cloudflare CDN, Python, Microsoft 365

Who is the CTO of Vrgl?

Vrgl's CTO is Joshua Zimmerman

How do I contact Vrgl?

Vrgl contact info: Phone number: (800) 852-8745 Website: www.vrglwealth.com

What does Vrgl do?

What are Vrgl social media links?

Vrgl Linkedin page

Who invested in Vrgl?

Vrgl has 4 investors including FINTOP Capital, Sallyport Investments, MissionOG and Checchi Capital Advisers.

Is Vrgl a public company?

Vrgl is private company therefore does not currently have an official ticker symbol

See more information about Vrgl

Vrgl Latest Hires and Their Positions

Vrgl is expanding and recently hired new employees. Here are the latest additions to the team.

Lukas Polanco

Client Relationship Manager

Joined Jun 1, 2026

Phone

Todd Buck

Head of Sales

Joined Jan 1, 2026

Phone

Joshua Zimmerman

Co-Founder & Chief Technology Officer

Joined Jan 1, 2026

Phone

Kendall Anselmo

Client Solutions Associate

Joined Dec 1, 2025

Phone

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