Vrgl

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

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 for delivering advice. By streamlining operations and enhancing compliance, VRGL empowers firms to drive sustainable organic growth. The company focuses on improving the efficiency of the advisory process, allowing teams to concentrate on high-value client interactions.Explore more
Vrgl's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Vrgl Org Chart

Kyle Zasky, Chief Executive Officer at Vrgl
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Chief Executive Officer

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Joshua Zimmerman, Co-Founder & Chief Technology Officer at Vrgl
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Co-Founder & Chief Technology Officer

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Kevin Larkin, Chief Operating Officer at Vrgl
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Chief Operating Officer

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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
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2022
MH
Melissa HintzVice President, Business & Client Operations
<$5M
1-10
Private
-
2013
LR
Linda ReznyExecutive Vice President & Director, Operations
<$5M
1-10
Private
-
2008
HC
Heidi CanetInvestment Advisor
<$5M
1-10
Private
-
2010
Yvonne Gough, Chief Operating Officer & Senior Relationship Manager at Middleburg Wealth Management
Yvonne GoughChief Operating Officer & Senior Relationship Manager
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Vrgl Tech Stack

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, Mestmaker & Petrey Wealth Advisors, Polaris Private Wealth
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?

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 for delivering advice. By streamlining operations and en... hancing compliance, VRGL empowers firms to drive sustainable organic growth. The company focuses on improving the efficiency of the advisory process, allowing teams to concentrate on high-value client interactions.Read More

What are Vrgl social media links?
Vrgl Linkedin page
Who invested in Vrgl?
Vrgl has 4 investors including MissionOG, Checchi Capital Advisers, FINTOP Capital and Sallyport Investments.
Is Vrgl a public company?
Vrgl is private company therefore does not currently have an official ticker symbol
See more information about Vrgl

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