INSIGHTS
Keep up with the latest VRGL news & more
CASE STUDY
RITHOLTZ WEALTH MANAGEMENT USES VRGL TO DRIVE GROWTH AND ENHANCE PROCESSES
1 JUNE 2023
CASE STUDY
RITHOLTZ WEALTH MANAGEMENT USES VRGL TO DRIVE GROWTH AND ENHANCE PROCESSES
1 JUNE 2023
Say goodbye to the tedious and manual process of extracting and analyzing statements. RWM recognized this pain point and joined forces with VRGL to enhance their operations and drive growth. Discover how RWM secured a $17 Million-dollar client by delivering exceptional results and expediting the decision-making process.
ANNOUNCING OUR SOC 2 TYPE 1 CERTIFICATE
10 JANUARY 2023
ANNOUNCING OUR SOC 2 TYPE 1 CERTIFICATE
10 JANUARY 2023
Data Scientist at VRGL, Joseph Wang, explores how technology can be harnessed to better the wealth management client experience in latest article for the Finance Derivative.
INDUSTRY INSIGHTS
HOW TO CREATE WINNING PROPOSALS: 3 TIPS FOR FINANCIAL ADVISORS
15 MAY 2023
INDUSTRY INSIGHTS
HOW TO CREATE WINNING PROPOSALS: 3 TIPS FOR FINANCIAL ADVISORS
15 MAY 2023
In this article, we'll discuss three ways to set yourself apart and make a lasting impression on your clients.
CO-FOUNDER & CEO JOSH SMITH DEMONSTRATES VRGL AT EXCHANGE ETF
16 FEBRUARY 2023
CO-FOUNDER & CEO JOSH SMITH DEMONSTRATES VRGL AT EXCHANGE ETF
16 FEBRUARY 2023
CO-FOUNDER & CEO JOSH SMITH PRESENTS AT MISSIONOG'S ANNUAL INVESTOR MEETING
17 NOVEMBER 2022
CO-FOUNDER & CEO JOSH SMITH PRESENTS AT MISSIONOG'S ANNUAL INVESTOR MEETING
17 NOVEMBER 2022
"We saw a real opportunity to add a quantitative arrow in the quiver, by actually bringing analytics to the front end of the client engagement process," said Josh Smith.
VRGL CO-FOUNDER & CEO JOSH SMITH SAT DOWN WITH HOST MATT BROWN ON THE MATT BROWN SHOW
1 NOVEMBER 2022
VRGL CO-FOUNDER & CEO JOSH SMITH SAT DOWN WITH HOST MATT BROWN ON THE MATT BROWN SHOW
1 NOVEMBER 2022
VRGL Co-founder & CEO Josh Smith sat down with Matt Brown on the Matt Brown Show series, "Built in Texas", to discuss how VRGL is solving a $500M a year problem for financial advisors.
CANOE INTELLIGENCE ENABLES VRGL TO STREAMLINE MULTI-ASSET ANALYSIS FOR WEALTH MANAGEMENT CLIENTS
19 OCTOBER 2022
CANOE INTELLIGENCE ENABLES VRGL TO STREAMLINE MULTI-ASSET ANALYSIS FOR WEALTH MANAGEMENT CLIENTS
19 OCTOBER 2022
VRGL's partnership with Canoe allows wealth managers with access to relevant traditional and alternative investment data and portfolio analytics to communicate their unique value to prospective and current clients. Press the icon below to access the full press release.
MEET THE TEAM
WHITNEY WEAVER, CHIEF TECHNOLOGY OFFICER AT VRGL
7 OCTOBER 2022
MEET THE TEAM
WHITNEY WEAVER, CHIEF TECHNOLOGY OFFICER AT VRGL
7 OCTOBER 2022
Q&A interview with Chief Technology Officer, Whitney Weaver.
2022 FUTURE PROOF FESTIVAL RECAP
21 SEPTEMBER 2022
2022 FUTURE PROOF FESTIVAL RECAP
21 SEPTEMBER 2022
Click the link below to see a recap of the VRGL team's favorite moments from the 2022 Future Proof festival.
VRGL ANNOUNCES $15M SERIES A FUNDRAISING ROUND LED BY MISSIONOG AND FINTOP CAPITAL
30 AUGUST 2022
VRGL ANNOUNCES $15M SERIES A FUNDRAISING ROUND LED BY MISSIONOG AND FINTOP CAPITAL
30 AUGUST 2022
"As investors in Josh's prior company Solovis, we are thrilled to be partnering with him and this management team again" said Rick Kushel, co-founder and Managing Partner at FINTOP Capital. "Tech-driven transparency is long overdue in wealth management, and there's no better team to deliver it." Press the icon below to access the full press release.
INDUSTRY INSIGHTS
HARNESS TECHNOLOGY TO BETTER THE WEALTH MANAGEMENT CLIENT EXPERIENCE
19 AUGUST 2022
INDUSTRY INSIGHTS
HARNESS TECHNOLOGY TO BETTER THE WEALTH MANAGEMENT CLIENT EXPERIENCE
19 AUGUST 2022
Data Scientist at VRGL, Joseph Wang, explores how technology can be harnessed to better the wealth management client experience in latest article for the Finance Derivative.
IN THE PRESS
ASSET-MAP ANNOUNCES ADVICETECH.LIVE 2022 AGENDA, BENEFACTORS, AND SPONSORS
12 AUGUST 2022
IN THE PRESS
ASSET-MAP ANNOUNCES ADVICETECH.LIVE 2022 AGENDA, BENEFACTORS, AND SPONSORS
12 AUGUST 2022
VRGL is recognized as a sponsor for Asset-Map's annual AdviceTech.LIVE virtual event taking place on September 29th.
A CONVERSATION WITH WEALTH PROFESSIONAL
HERE'S HOW TO DRAW NEW CLIENTS INTO THE FOLD MORE QUICKLY
5 AUGUST 2022
A CONVERSATION WITH WEALTH PROFESSIONAL
HERE'S HOW TO DRAW NEW CLIENTS INTO THE FOLD MORE QUICKLY
5 AUGUST 2022
Co-founder & CEO for VRGL, Josh Smith, sat down with Noelle Boughton from Wealth Professional to discuss how to draw new clients into the fold more quickly.
VRGL AND BRIDGEFT PARTNER TO STREAMLINE PORTFOLIO ANALYSIS FOR WEALTH MANAGERS
2 AUGUST 2022
VRGL AND BRIDGEFT PARTNER TO STREAMLINE PORTFOLIO ANALYSIS FOR WEALTH MANAGERS
2 AUGUST 2022
VRGL's partnership with BridgeFT will provide an integrated, front-to-back analytics and portfolio management suite that allows wealth management organizations to enhance transparency and deliver a new level of client and prospect interaction and engagement. Press the icon below to access the full press release.
A CONVERSATION WITH AUTHORITY MAGAZINE
FIVE THINGS YOU NEED TO CREATE A HIGHLY SUCCESSFUL STARTUP
1 AUGUST 2022
A CONVERSATION WITH AUTHORITY MAGAZINE
FIVE THINGS YOU NEED TO CREATE A HIGHLY SUCCESSFUL STARTUP
1 AUGUST 2022
Co-founder & CEO for VRGL, Josh Smith, sat down with Tyler Gallagher for Authority Magazine to discuss Five Things You Need To Create A Highly Successful Startup
IN THE PRESS
FUTURE PROOF'S FINTECHX DEMO FINALISTS
27 JULY 2022
IN THE PRESS
FUTURE PROOF'S FINTECHX DEMO FINALISTS
27 JULY 2022
VRGL is selected as a top 10 finalist presenter for the inaugural Future Proof FintechX Demo Drop.
VRGL CO-FOUNDER & CEO JOSH SMITH JOINED TOM ALLEN ON THE AI JOURNAL LINKEDIN LIVE
1 July 2022
VRGL CO-FOUNDER & CEO JOSH SMITH JOINED TOM ALLEN ON THE AI JOURNAL LINKEDIN LIVE
1 July 2022
MEET THE TEAM
SNOW WANG, SR. DATA SCIENTIST AT VRGL
10 JUNE 2022
MEET THE TEAM
SNOW WANG, SR. DATA SCIENTIST AT VRGL
10 JUNE 2022
Q&A interview with Sr. Data Scientist, Snow Wang.
INDUSTRY INSIGHTS
WEALTH MANAGEMENT IS A TECH LATE BLOOMER, BUT AI WILL CHANGE THAT
3 JUNE 2022
INDUSTRY INSIGHTS
WEALTH MANAGEMENT IS A TECH LATE BLOOMER, BUT AI WILL CHANGE THAT
3 JUNE 2022
Data Scientist at VRGL, Joseph Wang, explores how artificial intelligence (AI) is changing the wealth management industry in latest article for the Global Banking & Finance Review.
INDUSTRY INSIGHTS
HOW ARTIFICIAL INTELLIGENCE CAN STREAMLINE WEALTH MANAGEMENT
31 MAY 2022
INDUSTRY INSIGHTS
HOW ARTIFICIAL INTELLIGENCE CAN STREAMLINE WEALTH MANAGEMENT
31 MAY 2022
Senior Data Scientist at VRGL, Snow Wang, discusses how artificial intelligence (AI) can streamline wealth management in latest article for The AI Journal.
A CONVERSATION WITH THEWEALTHNET
ADOPTING TECHNOLOGY - IS THERE AN URGENCY?
16 MAY 2022
A CONVERSATION WITH THEWEALTHNET
ADOPTING TECHNOLOGY - IS THERE AN URGENCY?
16 MAY 2022
Co-founder & CEO for VRGL, Josh Smith, sat down with Isabel Baxter from thewealthnet to discuss artificial intelligence and machine learning in wealth management.
INDUSTRY INSIGHTS
22 QUOTES ON THE FUTURE OF MONEY: WHAT EXPERTS ARE SAYING
4 MAY 2022
INDUSTRY INSIGHTS
22 QUOTES ON THE FUTURE OF MONEY: WHAT EXPERTS ARE SAYING
4 MAY 2022
MEET THE TEAM
JESSE GUREVICH, CHIEF OF STAFF AT VRGL
18 APRIL 2022
MEET THE TEAM
JESSE GUREVICH, CHIEF OF STAFF AT VRGL
18 APRIL 2022
Q&A interview with Chief of Staff, Jesse Gurevich.
VRGL CO-FOUNDER & CEO JOSH SMITH SAT DOWN WITH HOSTS MICHAEL & BEN ON THE ANIMAL SPIRITS PODCAST
11 APRIL 2022
VRGL CO-FOUNDER & CEO JOSH SMITH SAT DOWN WITH HOSTS MICHAEL & BEN ON THE ANIMAL SPIRITS PODCAST
11 APRIL 2022
VRGL Co-founder & CEO Josh Smith sat down with Michael Batnick and Ben Carlson on the Animal Spirits Podcast to discuss how the VRGL platform harnesses the power of machine learning and artificial intelligence to shorten time to revenue by 50% or more.