VRGL
New York, US · Founded 2021 · 32 employees on LinkedIn · 9 known investors
Find your way into VRGL
56 people in our graph share verified history with the VRGL team — schools, employers, funds. One of them is your warm intro.
Max Haskinunlockedknows Kyle Zasky · together at VRGL (overlapped)
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×3knows the team · via VRGL
×6knows the team · via NYU, Stern School of Business
knows the team · via Knight Capital Group
knows the team · via Teaneck High School
VRGL develops a technology platform for wealth management firms to manage client acquisition, engagement, and retention. The platform serves registered investment advisors, asset managers, and broker-dealers with portfolio management, analytics, and advisory workflow tools.
Founders & leadership
VRGL was founded in 2021 by Kyle Zasky.
KZ
Kyle ZaskyinCEOPreviously, he served as CEO of LayerOne Financial, which was acquired by JP Morgan in 2024, and co-founded EdgeTrade, a financial technology firm that was sold to Knight (Virtu) in 2008; he has worked in fintech banking, investment management, and capital markets technology.
JZ
Josh ZimmermaninCTO
RH
Ryan HowardinTreasurer
JS
Joshua SmithExecutive
WW
Whitney WeaverNamed on SEC filing
Board
RK
Rick KushelBoard director
AC
Adam ChecchiBoard director
KB
Kyle BethancourtBoard director
AN
Andy NewcombBoard director
Investors · 9
Fin CapitalSan Francisco · $250K – $15M
FINTOP CapitalNashville
Flyover CapitalKansas City · $500K – $2M
MissionOGPhiladelphia · $5M – $10M
Also in the syndicate · 5
Checchi CapitalDynasty Financial PartnersNorthwestern Mutual Future VenturesSallyport InvestmentsThe Compound Capital
Reported raises · per SEC filings
Form D private placements$25.3M disclosed across 3 rounds · 2022–2025
▶$3.6MraisedNov 2025 · 11 investors · Other TechnologyRule 506(b)
▶$3.6MraisedNov 2025 · 11 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Adam ChecchiDirector
- Kyle BethancourtDirector
- Andy NewcombDirector
- Rick KushelDirector
- Kyle ZaskyExecutive Officer, Director
- Offering amount
- $6M
- Amount sold
- $3.6M
- First sale
- Oct 2025
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
▶$6MraisedAug 2024 · 29 investors · Other TechnologyRule 506(b)
▶$6MraisedAug 2024 · 29 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Ryan HowardExecutive Officer
- Kyle BethancourtDirector
- Andy NewcombDirector
- Rick KushelDirector
- Joshua ZimmermanExecutive Officer
- Adam ChecchiDirector
- Joshua SmithExecutive Officer, Director
- Offering amount
- $6M
- Amount sold
- $6M
- First sale
- Aug 2024
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
▶$15.7MraisedMar 2023 · 27 investors · Other TechnologyRule 506(b)
▶$15.7MraisedMar 2023 · 27 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Adam ChecchiDirector
- Joshua ZimmermanExecutive Officer
- Ryan HowardExecutive Officer
- Andy NewcombDirector
- Joshua SmithExecutive Officer, Director
- Kyle BethancourtDirector
- Whitney WeaverExecutive Officer
- Rick KushelDirector
- Offering amount
- $15.7M
- Amount sold
- $15.7M
- First sale
- Aug 2022
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 1
by search overlapCompanies competing with VRGL for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does VRGL do?
- VRGL develops a technology platform for wealth management firms to manage client acquisition, engagement, and retention. The platform serves registered investment advisors, asset managers, and broker-dealers with portfolio management, analytics, and advisory workflow tools.
- Who founded VRGL?
- VRGL was founded by Kyle Zasky in 2021.
- Who are VRGL's investors?
- VRGL's investors include Fin Capital, FINTOP Capital, Flyover Capital, MissionOG.
- How much funding has VRGL raised?
- VRGL has disclosed $25.3M raised across 3 rounds.
- Where is VRGL headquartered?
- VRGL is headquartered in New York, US.