Dallas, TX – According to filings with the U.S. Securities and Exchange Commission, VRGL is raising $15,726,217.00 in new funding. Sources indicate as part of senior management President and Chief Executive Officer, Joshua Smith played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development.

About VRGL
VRGL provides institutional-grade analytics and automated data extraction to empower wealth management firms to accelerate the Client Acquisition, Proposal Management & Retention process (CAPM & R). By giving clients a complete view of their consolidated investment picture, VRGL enables advisors to quickly demonstrate how and why they add value. VRGL scores a clients entire portfolio across 5 pillars: performance, risk, diversification, taxes and fees. This quantitative scoring system presented at the front end of conversations decreases the time and cost associated with lengthy prospecting so advisors can accelerate time to new revenue and retention of existing AUM. Founded by pioneers of the institutional wealth management industry, VRGLs technology lets advisors seamlessly aggregate all client investment data and provides a no-touch analytics package allowing the advisor to contextualize their own investment offerings and advice.

To learn more about VRGL, visit http://www.vrglwealth.com/

Contact:
Joshua Smith, President and Chief Executive Officer
800-852-8745
jsmith@vrglwealth.com
https://www.linkedin.com/in/josh-smith-67a03319/

SOURCE: http://www.intelligence360.io
Copyright (c) 2022 SI360 Inc. All rights reserved