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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.
Social
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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
Investors
Ranked
Employee Count
31 as on Sep 30, 2026
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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:lockFilter this list
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
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VRGL's founders and board of directors

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VRGL's employee count trend

VRGL has 31 employees as of Sep 26. Here is VRGL's employee count trend over the years:
Employee count trend for VRGL
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Betterment
Betterment
2010, New York City (United States), Series F
App-based automated investment and retirement planning platform
$335M
76/100
2nd
Logo for Wealthfront
Wealthfront
2008, Palo Alto (United States), Public
Robo advisor and financial planning platform
$205M
75/100
3rd
Logo for Stash
Stash
2015, New York City (United States), Acquired
Automated investment and robo-advisory platform
$747M
74/100
4th
Logo for M1 Finance
M1 Finance
2015, Chicago (United States), Series E
Provider of an investment and lending platform for securities
$333M
73/100
5th
Logo for Pogo
Pogo
2020, New York City (United States), Series A
App-based platform offering rewards for multi-category products
$32M
67/100
6th
Logo for Ellevest
Ellevest
2014, New York City (United States), Acqui-Hired
App-based automated investment platform for women
$155M
67/100
7th
Logo for BrightPlan
BrightPlan
2016, San Jose (United States), Series C
Goal-based robo advisoy platform
$61.8M
64/100
8th
Logo for Unifimoney Tech
Unifimoney Tech
2019, Austin (United States), Seed
App-based Robo-advisory platform for individuals
$10M
61/100
9th
Logo for Powder
Powder
2023, Los Altos (United States), Seed
Provider of generative AI co-pilot for wealth advisors
$5.5M
59/100
10th
Logo for VRGL
VRGL
2021, Dallas (United States), Series A
Provider of a platform for wealth management firms to grow
$25.3M
56/100
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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

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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.
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FAQs about VRGL

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