Participated · Series B · Apr 2026

Wealth.com provides a purpose-built AI platform that unifies estate and tax planning into a single system for financial advisors and institutions. Its proprietary Ester Intelligence engine is trained on estate and tax scenarios to deliver deterministic, auditable outputs and powers end-to-end advisor workflows and integrations. The company reported 664% year-over-year growth in AI-powered workflows and has achieved at least 3x revenue growth in each of the last four years. Wealth.com supports advisory firms that collectively service more than $15 trillion in client assets, processed over 100,000 estate documents in 2025, and performs thousands of deterministic calculations per estate distribution. It has expanded into tax planning, secured approvals from the three largest U.S. broker-dealers (unlocking access to over 50,000 financial advisors), and holds agreements with three of the top five banks. Wealth.com has been recognized in industry surveys and awards, including category leadership in estate planning market share in the Kitces AdvisorTech Survey and inclusion in the CB Insights Fintech 100.

Participated · Series A · Aug 2022

VRGL provides a suite of tools for wealth management firms that streamline investment proposal generation, client acquisition, statement aggregation (including PDF extraction), institutional-grade analytics, and proposal management. The platform offers no-touch analytics and automated proposal generation to give advisors a consolidated portfolio view and demonstrate potential transitions. VRGL's capabilities include risk-tolerance assessment and statement aggregation, aiming to accelerate client acquisitions and improve retention of AUM. Founded in 2021 by pioneers of the institutional wealth management software industry and based in Dallas, VRGL has grown its customer base over 700% since August 2022 and processes hundreds of thousands of investment statements. Customers range from small RIAs to large firms such as Dynasty Financial Partners, Ritholtz Wealth Management, Sequoia Financial Group, and Steward Partners, and the company reports metrics like 50% faster time to new revenue, 30% higher prospect-to-client conversions, and a 75% reduction in time to portfolio analysis. VRGL plans to expand product offerings and support market growth while continuing to enhance its investment proposal platform and operational efficiency. VRGL’s platform combines automated statement extraction with institutional-grade analytics (its 5 Pillar Analytics: performance, risk, diversification, taxes and fees) to give advisors a consolidated investment view and generate PDF proposals. The product removes human capital requirements by automating data extraction and delivers front-end quantitative analytics advisors can use in prospecting and onboarding. Customers have seen a 50% acceleration in decision-making speed when using the platform. With the new capital the company plans to scale operational resources, expand sales and partnership capabilities, and execute its product and marketing roadmap. VRGL positions itself as a CAPM & R (Client Acquisition, Proposal Management & Retention) tool to shorten time-to-revenue and increase initial check size for advisors.