VRGL

VRGL provides wealth management firms with institutional-grade analytics and automated data extraction to help them accelerate the client acquisition, proposal management, and retention process ("CAPM & R").

Advice Analytics Consulting Information Services SaaS Wealth Management

Venture Round

Latest Funding Stage

2024-08-29

Funding Date

31

Employees

United States

Location

Dallas, Texas

City & State

Sales-Ready Summary

VRGL Wealth recently underwent a Venture Round, and while not actively hiring, their tech stack including Microsoft 365, ActiveCampaign, and Cloudflare suggests a growing need for scalable marketing and communication tools.

Key Contacts
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