“The VRGL team quickly took a one-firm product and turned it into a platform every advisor can use,” two other investors added in a joint statement.
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Josh Smith
VRGL co-founders Josh Smith (left) and Josh Zimmerman
Wealth Management Tech Startup VRGL Raises $15M to Help Firms Acquire Clients, Manage Proposals
by Dallas Innovates | Staff Report | Sep 1, 2022
Founded in 2021, Dallas-based VRGL is an automated data and analytics platform for wealth management firms. Aimed at streamlining time to revenue and increasing initial check sizes, the platform can present a "complete and transparent view" of a prospect's entire portfolio within minutes—serving a need that's "ripe for innovation and disruption," one investor said.
“The VRGL team quickly took a one-firm product and turned it into a platform every advisor can use,” two other investors added in a joint statement.
“The VRGL team quickly took a one-firm product and turned it into a platform every advisor can use,” two other investors added in a joint statement.
by Alex Edwards |
Sep 12, 2018
Irving-based Solovis is shaking up how endowments, foundations, and pension funds are managed.
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