VRGL

VRGL is a technology company that provides financial advisors with a platform to automate the client acquisition, proposal management, and retention process. Their solution, built upon institutional-grade analytics and automated data extraction, streamlines portfolio analysis and client onboarding, helping advisors demonstrate value and build trust faster. VRGL’s platform analyzes portfolios across five key pillars: performance, risk, diversification, taxes, and fees, providing advisors with objective insights that are easily digestible for both clients and prospects.

VRGL was co-founded by Josh Smith and Josh Zimmerman, both of whom have extensive experience in building successful SaaS-based platforms for the financial services industry. The company is backed by leading venture capitalists and strategic investors, including MissionOG, FINTOP Capital, Dynasty Financial Partners, Northwestern Mutual Future Ventures, and Flyover Capital. VRGL is quickly becoming an industry leader in the wealth management space, with its technology helping advisors acquire new clients, retain existing clients, and increase revenue.

VRGL, named after the Roman poet Virgil, is a technology company committed to guiding wealth advisors and their clients with clear-eyed quantitative views of their portfolios. Their platform uses automated data extraction and institutional-grade analytics to accelerate client acquisition, proposal management, and retention. By providing a comprehensive, transparent view of a client's entire investment picture, VRGL empowers advisors to quickly demonstrate their value and build trust with both prospects and existing clients.

VRGL fosters a fast-paced, entrepreneurial environment, prioritizing innovation and client-centricity. They value teamwork and collaboration, even with employees distributed across different parts of the country. They are passionate about building a product that helps financial advisors, their clients, and their prospects make informed decisions by providing transparency and ease of access to investment data. They are a team of driven individuals committed to the company's success and growth, and they value the unique perspectives of all their employees.