Company
VRGL
Proposal, portfolio analysis and client acquisition software for wealth management firms
Updated by Gregslist · Nov 11, 2026 · Report a correction
About
VRGL makes software that wealth managers and financial advisors use to pull in prospects' statements, analyze their portfolios and produce proposals. It has expanded into a broader growth platform for advisory firms and enterprises.
Leaders
Key facts
- Region
- Dallas
- Dallas relationship
- Headquartered in Dallas
- Headquarters
- Dallas, TX
- Employees
- Small · 11–50 employees
- Founded
- 2021
- Vertical industry
- Financial Services
- Category
- Payments & Fintech
- Total funding
- $15M
- Funding type
- VC-funded
Funding history
| Date | Round | Amount | Investors |
|---|---|---|---|
| Aug 29, 2024 | Venture Round | Undisclosed | MissionOGleadFINTOP CapitalleadFlyover CapitalNorthwestern MutualFin Capital |
| Aug 30, 2022 | Series A | $15M | FINTOP CapitalleadMissionOGleadNorthwestern MutualChecchi CapitalSallyport InvestmentsFin CapitalFlyover CapitalThe Compound CapitalDynasty Financial Partners |
Frequently asked questions about VRGL
Where is VRGL headquartered?
VRGL is headquartered in Dallas, TX.
When was VRGL founded?
VRGL was founded in 2021.
How much funding has VRGL raised?
VRGL has raised $15M in verified disclosed funding across all rounds tracked on Gregslist Dallas.
Is VRGL hiring?
Yes — VRGL lists open roles on its careers page.
