VRGL raised an undisclosed amount in a funding round led by FINTOP Capital and MissionOG to enhance its Client Acquisition and Investment Proposal Management solution.
VRGL raised an undisclosed amount in a funding round led by FINTOP Capital and MissionOG to enhance its Client Acquisition and Investment Proposal Management solution.
08/29/24, 11:51 AM
Location
dallasIndustry
other
Investors
Fin Capital, Flyover Capital, Northwestern Mutual, Mission Og, Fintop Capital
VRGL has completed a strategic fundraising round to support its rapid growth and product expansion in the wealth management industry. With the new funding, VRGL aims to better serve its clients and maintain its position as a leading tool for investment proposal management.
Company Info
Location
1920 mckinney avenue
dallas, texas, united states
Additional Info
VRGL provides a suite of tools designed to empower wealth management firms to streamline the investment proposal and client acquisition process. Capabilities include risk tolerance, statement aggregation (including PDF statement extraction of all data), institutional-grade analytics, and proposal management capabilities. By giving clients a holistic view of their consolidated investment portfolio and illustrating a potential transition, VRGL enables advisors to quickly demonstrate their value proposition while ensuring compliance with risk tolerance and investment policies. Through the seamless aggregation of all client investment data, a no-touch analytics package, and automated proposal generation, advisors can contextualize their investment offerings and advice, fostering a more personalized and impactful client experience. This allows advisors to accelerate client acquisitions and enhance the retention of existing AUM.