RightCapital

New Haven, United States Founded: 2012 • Age: 14 yrs
Financial planning and tax planning solutions provider for financial advisors
Annual revenue - Latest available
Total funding $3.3M 2 rounds
Employees 35 Tracked headcount
Investors - Known backers
Products 5 Services tracked
Competitors 10 Brand Intelligence

About RightCapital

RightCapital is a company based in New Haven (United States) founded in 2012. RightCapital has raised $3.32 million across 2 funding rounds. The company has 35 employees as of December 31, 2022. RightCapital offers products and services including RightRisk™, RightFlows®, RightIntel®, RightPay®, and Snapshot™. RightCapital operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.

  • Headquarter New Haven, United States
  • Employees 35 as on 31 Dec, 2022
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $3.32 M (USD)

    in 2 rounds

  • Latest Funding Round
    $2.32 M (USD), Series A

    Aug 10, 2018

  • Investors
    Not available
  • Employee Count
    35

    as on Dec 31, 2022

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Products & Services of RightCapital

RightCapital offers a comprehensive portfolio of products and services, including RightRisk™, RightFlows®, RightIntel®, RightPay®, and Snapshot™.

Product name locked
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Primary

Tool for simplifying risk evaluation in financial planning processes.

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System for handling workflows in growing financial advisory firms.

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Feature for built-in analytics in financial planning software.

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Platform for easy client billing in financial services.

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Tool to create personalized financial plan summaries with charts.

People of RightCapital

Headcount 50-200
Employee Profiles 34
Employee Profiles
People
Angeline M.
Sales Development Representative
People
Shuang Chen
Co-founder & CEO
People
Song Chen
Co-founder & CTO
People
Ted Denbow
VP, Sales

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Funding Insights of RightCapital

RightCapital has successfully raised a total of $3.32M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $2.32 million completed in August 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investments & Acquisitions by RightCapital

Investments
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Investment portfolio details for RightCapital

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  • Transaction dates
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Financial Statements - RightCapital

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Detailed financials for RightCapital

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Rightcapital Comparisons

RightCapital Primary company
Description
Financial planning and tax planning solutions provider for f...
Location
New Haven, United States
Founded Year
2012
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
35
As of 2022
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Peer comparison for RightCapital

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Competitors of RightCapital

RightCapital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.

Company Name Domain Founded year HQ Location Description
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Wealth management solutions are provided online for financial markets.
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Wealth management services are provided to clients by the firm.
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SaaS-based financial advisory & planning solutions
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Financial planning software for IRA recordkeeping is offered.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Detailed competitors of RightCapital

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Latest news on Rightcapital

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Complete news archive for RightCapital

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Frequently Asked Questions about RightCapital

RightCapital was founded in 2012 and raised its 1st funding round 4 years after it was founded.

RightCapital is headquartered in New Haven, United States. It is registered at New Haven, Connecticut, United States.

RightCapital is a funded company, having raised a total of $3.32M across 2 funding rounds to date.

As of Dec 31, 2022, the latest employee count at RightCapital is 35.

RightCapital was founded in 2012 in New Haven, United States, within the financial services sector. A platform is operated that connects Gen X and Gen Y consumers to financial advisors for targeted assistance on specific questions. Modular services are offered, enabling payments only for needed help rather than full plans. Competition among advisors is encouraged to lower costs, with customer ratings and reviews provided for evaluation.

RightCapital's top competitors include Iress, Planful and iraLogix.

RightCapital offers RightRisk™, RightFlows®, RightIntel®, RightPay®, and Snapshot™.

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