VRGL - About the company
VRGL is a series A company based in Dallas (United States), founded in 2021. It operates as a Provider of a platform for wealth management firms to grow. VRGL has raised $25.3M in funding from MissionOG and FINTOP. The company has 199 active competitors, including 37 funded and 11 that have exited. Its top competitors include companies like Betterment, Wealthfront and Stash.
Company Details
Provider of a platform for wealth management firms to grow. The platform helps standardize advice preparation and delivery across teams and offices. It enables advisors to move faster and scale operations. The platform helps firms run the work behind their advice.
- Website
- www.vrglwealth.com/
- Email ID
- *****@vrglwealth.com
- Phone Number
- +1 **********
- Registered Address
- 3090 NOWITZKI WAY STE 300,DALLAS,TX,75219.0,57
Key Metrics
Founded Year
2021
Location
Dallas, United States
Stage
Series A
Total Funding
$25.3M in 4 rounds
Latest Funding Round
Ranked
10th among 199 active competitors
Employee Count
31 as on Sep 30, 2026
Similar Companies
Legal entities associated with VRGL
VRGL is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
VRGL, INC. CIN: 32081101738 , United States, Active | Sep 20, 2021 | - | - | - |
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VRGL's funding and investors
VRGL has raised a total funding of $25.3M over 4 rounds. Its first funding round was on Jan 2021. VRGL has 11 institutional investors.
Here is the list of recent funding rounds of VRGL:
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Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Oct 24, 2025 | 4295218 | Series A | 3769390 | 8307023 | 1805922 | 2157486 |
Aug 27, 2024 | 4020562 | Series A | 8026001 | 5009416 | 2787517 | |
Aug 29, 2022 | 5842935 | Series A | 7292972 | 1852686 |
View details of VRGL's funding rounds and investors
VRGL's founders and board of directors
Founder? Claim ProfileVRGL's employee count trend
VRGL has 31 employees as of Sep 26. Here is VRGL's employee count trend over the years:
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VRGL's Competitors and alternates
Top competitors of VRGL include Betterment, Wealthfront and Stash. Here is the list of Top 10 competitors of VRGL, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Betterment 2010, New York City (United States), Series F | App-based automated investment and retirement planning platform | $335M | 76/100 | |
2nd | Wealthfront 2008, Palo Alto (United States), Public | Robo advisor and financial planning platform | $205M | 75/100 | |
3rd | Stash 2015, New York City (United States), Acquired | Automated investment and robo-advisory platform | $747M | 74/100 | |
4th | M1 Finance 2015, Chicago (United States), Series E | Provider of an investment and lending platform for securities | $333M | 73/100 | |
5th | Pogo 2020, New York City (United States), Series A | App-based platform offering rewards for multi-category products | $32M | 67/100 | |
6th | Ellevest 2014, New York City (United States), Acqui-Hired | App-based automated investment platform for women | $155M | 67/100 | |
7th | BrightPlan 2016, San Jose (United States), Series C | Goal-based robo advisoy platform | $61.8M | 64/100 | |
8th | Unifimoney Tech 2019, Austin (United States), Seed | App-based Robo-advisory platform for individuals | $10M | 61/100 | |
9th | Powder 2023, Los Altos (United States), Seed | Provider of generative AI co-pilot for wealth advisors | $5.5M | 59/100 | |
10th | VRGL 2021, Dallas (United States), Series A | Provider of a platform for wealth management firms to grow | $25.3M | 56/100 |
Looking for more details on VRGL's competitors? Click here to see the top ones
VRGL's Investments and acquisitions
VRGL has made no investments or acquisitions yet.
Reports related to VRGL
Here is the latest report on VRGL's sector:
News related to VRGL
Media has covered VRGL for a total of 3 events in the last 1 year, 2 of them have been about company updates and 1 about partnerships.
•
VRGL Evolves into a Unified Growth Platform for Wealth Management FirmsGlobeNewswire•Mar 10, 2026•VRGL
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Focus Financial Partners Chooses VRGL to Standardize AccessibilityGlobeNewswire•Jan 13, 2026•VRGL, Focus Financial Partners
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VRGL Launches Fully Customizable Investment Classification and Reporting CapabilitiesBusiness Wire•Mar 17, 2025•VRGL
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VRGL Launches Tax Transition Optimization to Enhance Client Portfolio RecommendationsBusiness Wire•Sep 10, 2024•VRGL
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VRGL: Client Acquisition And Investment Proposal Company Raises Strategic FundingPulse 2.0•Sep 04, 2024•VRGL, FINTOP, MissionOG, Northwestern Mutual and 2 others
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VRGL Closes New Funding Round to Continue Rapid GrowthBakersfield•Aug 29, 2024•VRGL, FINTOP, MissionOG, Northwestern Mutual and 2 others
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VRGL Closes New Funding Round to Continue Rapid GrowthBusiness Wire•Aug 29, 2024•VRGL, FINTOP, MissionOG, Northwestern Mutual and 2 others
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VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal ManagementBusiness Wire•May 21, 2024•VRGL
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VRGL Announces Launch of Trailblazing Client Transition and Proposal Management OfferingBusiness Wire•Sep 11, 2023•VRGL
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