RightCapital

New Haven, United States Founded: 2012 • Age: 14 yrs
Financial planning and tax planning solutions provider for financial advisors

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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $3.32 M (USD)

    in 2 rounds

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

    Aug 10, 2018

  • Investors
  • 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™. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Tool for simplifying risk evaluation in financial planning processes.

System for handling workflows in growing financial advisory firms.

Feature for built-in analytics in financial planning software.

Platform for easy client billing in financial services.

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.

  • Total Funding
  • Total Rounds 2
  • Last Round Series A — $2.3M
  • First Round

    (04 Aug 2016)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2018 Amount Series A - RightCapital Valuation

investors

Aug, 2016 Amount Seed - RightCapital Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by RightCapital

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - RightCapital

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Rightcapital Comparisons

Employees
+
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Cloud-based financial planning and advisory solutions are provided for businesses.
domain founded_year HQ Location
Wealth management solutions are provided online for financial markets.
domain founded_year HQ Location
Wealth management services are provided to clients by the firm.
domain founded_year HQ Location
SaaS-based financial advisory & planning solutions
domain founded_year HQ Location
Financial planning software for IRA recordkeeping is offered.
domain founded_year HQ Location
Retirement and superannuation solutions are provided, including investments and pensions.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Rightcapital

Frequently Asked Questions about RightCapital

When was RightCapital founded?

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

Where is RightCapital located?

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

Is RightCapital a funded company?

RightCapital is a funded company, having raised a total of $3.32M across 2 funding rounds to date. The company's 1st funding round was a Seed of $1M, raised on Aug 04, 2016.

How many employees does RightCapital have?

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

What does RightCapital do?

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.

Who are the top competitors of RightCapital?

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

What products or services does RightCapital offer?

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

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