VRGL
Investment ManagementView the employees at
VRGL-
Philip Crist SVP, Revenue & Corporate Strategy at VRGL
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Dallas, Texas, United States
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Rising Star
Jesse Gurevich Chief of Staff l Culture Builder l People Over Everything l We're Hiring!-
Dallas, Texas, United States
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Rising Star
Sophia Fahey Operations Analyst at VRGL-
Fort Worth, Texas, United States
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Rising Star
Snow Wang Quantitative Analyst at VRGL-
San Francisco, California, United States
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Top 10%
Overview
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 client’s 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, VRGL’s 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.
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