VRGL, a provider of institutional-grade analytics and automated data extraction to the wealth management industry, has raised $15 million in a Series A round led by MissionOG and FINTOP Capital. Founding investors Sallyport Investments and Checchi Capital also participated.
The round also included investments from other venture firms and strategic partners including Dynasty Financial Partners, Northwestern Mutual Future Ventures, Flyover Capital, Fin Capital, and The Compound Capital.
VRGL is led by co-founders Josh Smith, CEO, and Josh Zimmerman, COO, both of whom have a proven track record developing multi-asset class analytics and SaaS-based platforms. Smith was the co-founder and CEO of Solovis, Inc, a Nasdaq company, which is the investment and performance book of record for many of the largest institutional and family office investors in the world.
With this Series A financing, VRGL will scale its operational resources, further grow its sales and partnership capabilities, and execute its product and marketing roadmap.
