/Companies

VRGL

New York, US · Founded 2021 · 32 employees on LinkedIn · 9 known investors

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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 ZaskyCEOPreviously, 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.
JZJosh Zimmerman
Josh ZimmermanCTOJosh Zimmerman is CTO at VRGL, which builds a technology platform for wealth management firms to manage client acquisition, engagement, and retention. He has experience in investment risk management, portfolio analytics, and multi-asset class operations.
RHRyan Howard
Ryan HowardTreasurerRyan Howard is Founding and Managing Partner at Houston-based private equity firm Sallyport and previously held investment roles at Sallyport Investments and Platform Partners, as well as in investment banking at Goldman Sachs focused on natural resources. He holds a B.B.A. in Finance from Texas A&M University.
JS
Joshua SmithExecutive
WW
Whitney WeaverNamed on SEC filing

Board

RKRick Kushel
Rick KushelBoard MemberManaging Partner at FINTOP Capital
AC
Adam ChecchiBoard director
KB
Kyle BethancourtBoard director
ANAndy Newcomb
Andy NewcombBoard DirectorManaging Partner at MissionOG

Investors · 9

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 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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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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.