VRGL, a prominent wealth management technology platform, has announced the appointment of Kyle Zasky as its new Chief Executive Officer. This strategic move is expected to propel the company into a new phase of growth and expansion of its enterprise offerings. Zasky's extensive background in financial technology, including leadership roles at J.P. Morgan Neovest and LayerOne Financial, positions him uniquely to lead VRGL through its next growth stages.
The timing of Zasky's appointment is pivotal for VRGL, which has quickly established itself as a market leader since its inception in 2021. The company's technology platform is designed to streamline client acquisition and investment proposal workflows for wealth management firms, offering tools such as risk tolerance assessment, statement aggregation, and automated proposal management. With Zasky's leadership, VRGL aims to further develop its solutions to meet the evolving needs of the wealth management sector.
Adam Checchi, Managing Partner at Checchi Capital Advisors and a member of VRGL's board, expressed strong support for Zasky's appointment, citing his successful history of scaling fintech businesses and fostering enterprise relationships. Zasky has also shared his enthusiasm for the opportunity, emphasizing his commitment to expanding VRGL's reach and enhancing its platform to support firms in achieving more efficient growth.
VRGL's platform is instrumental in helping wealth management firms consolidate investment data, generate detailed proposals, and illustrate transition strategies, thereby enabling advisors to demonstrate value more effectively while adhering to investment policies. Under Zasky's guidance, VRGL is set to extend its influence across the wealth management industry, including registered investment advisors (RIAs), broker-dealers, and national wealth management platforms, further solidifying its position as a leader in wealth management technology.
