VRGL
New York, US · Founded 2021 · 4 known investors
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.
Enterprise SoftwareFintechSaaS
Founders & leadership
VRGL was founded in 2021 by Kyle Zasky.
KZ
Kyle ZaskyCEO
JZ
Josh ZimmermanCTO
RH
Ryan HowardExecutive
JZ
Joshua ZimmermanExecutive
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 · 4
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 · 2
by search overlapWealthmanagement4 shared keywordsWealthManagement.com is a media and news publication covering the wealth management and financial advisory industry, offering research, industry awards, and editorial features on topics like estate planning, retirement plans, and advisor technology. It serves financial advisors, wealth management firms, and plan sponsors.
Quiverquant3 shared keywordsQuiver Quant operates a stock research platform that aggregates alternative datasets such as Congressional and insider trading, government contracts, corporate lobbying, and social media trends. It offers retail investors backtested trading strategies, stock screeners, alerts, and API access to inform trading decisions.
Companies 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.