“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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Solovis
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 David Kirkpatrick |
Mar 10, 2020
Solovis, founded to help asset allocators make better investment decisions, will be available through Nasdaq’s eVestment group, broadening eVestment’s capabilities. Solovis, which grew by 300 percent in 2018, will continue to operate out of its offices in Irving.
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by Lance Murray |
Oct 17, 2019
In this weekly roundup of funding, merger, and acquisition activity involving companies and investors with ties to North Texas, you’ll also find news from Solovis, Traveller Capital, SSE Holdco, Sanara MedTech, Bios Partners, Mark Cuban, Nebula Healthcare, HMS Holdings, The Living Company, Sun Holdings, BBG, and Eyevance Pharmaceuticals.
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by Alex Edwards |
Sep 12, 2018
Irving-based Solovis is shaking up how endowments, foundations, and pension funds are managed.
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