VRGL is the Growth Platform for Wealth Management Firms. The platform helps firms standardize how advice is prepared, analyzed, and presented — transforming raw client data into objective insights and client-ready deliverables that help advisors win and retain clients. Designed for independent advisors and enterprise wealth organizations alike, VRGL aligns acquisition, engagement, and retention through configurable infrastructure that scales with the firm. Inspired by Virgil, the Roman poet who guides Dante through uncertainty in The Divine Comedy, VRGL brings clarity and consistency to the work behind advice. Learn more at www.vrglwealth.com.
| Website | http://www.vrglwealth.com |
| Employees | 32 (24 on RocketReach) |
| Founded | 2021 |
| Industry | Investment Management |
| Keywords | Wealth Management Software, Wealth Management Tools, Wealthtech, Client Acquisition Software, Digital Wealth Management, Financial Planning Software, Proposal Generation Software, Financial Technology, Client Onboarding Software, Technology For Advisors, Portfolio Management Software, Investment Technology, Financial Advisor Software, Investment Management Software, Practice Management Software, Streamline Workflows |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Ally, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +41 more (view full list) |
Looking for a particular VRGL employee's phone or email?