About RightCapital
RightCapital is a Technology company based in New Haven (United States) founded in 2012. It operates as a financial planning and tax planning solutions provider for financial advisors. RightCapital has raised $3.32 million across 2 funding rounds. The company has 35 employees. Its website rightcapital.com draws about 664 thousand monthly visits. RightCapital offers products and services including RightRisk™, RightFlows®, RightIntel®, RightPay®, and Snapshot™. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Financial Planning. Its competitors include Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix and 4 more; 6 of its 9 listed competitors have raised funding.
Company details
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.
- Headquarters New Haven, United States
- Employees 35
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Website rightcapital.com
- Social LinkedIn X
- Total Equity Funding$3.32M (USD)
in 2 rounds
- Latest Funding Round$2.32M (USD), Series A
Aug 2018
- Employee Count35
Products & Services of RightCapital
RightCapital offers a comprehensive portfolio of products and services, including RightRisk™, RightFlows®, RightIntel®, RightPay®, and Snapshot™.
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.
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 $3.32M
- Total Rounds 2
- Last Round Series A — $2.32M
- First Round $1M
(Aug 2016)
All 2 funding rounds of RightCapital with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2018 | $2.32M | Series A | – | – | – |
| Aug 2016 | $1M | Seed | – | – | – |
People of RightCapital
34 people are tracked at RightCapital (12 in leadership, 22 in team); the tracked headcount is 35.
| Name | Role | Group |
|---|---|---|
Dan Flynn | VP, Financial Modeling | Leadership |
Shuang Chen | Co-founder & CEO | Leadership |
Song Chen | Co-founder & CTO | Leadership |
Ted Denbow | VP, Sales | Leadership |
Carly Lavin | VP, Operations | Leadership |
Stefanie Bellofatto | VP, Customer Experience | Leadership |
Dain Runestad | VP, Product | Leadership |
Joe Cowling | VP, Partnerships | Leadership |
Sandro Rossitto | Director Of Enterprise & Sales Support | Leadership |
Mary Dietz | Product Support Director | Leadership |
Anna Jedrychowska | Director Of Product | Leadership |
Jing Xu | Director Of Engineering, Frontend | Leadership |
Neil Hirsch | Sales Executive Lead | Team |
Angeline M. | Sales Development Representative | Team |
Marquel Parker | Sales Executive | Team |
Jason Houle | Support Specialist | Team |
Erin F. | Senior Content Marketing Manager | Team |
Caroline Griffith | Senior Manager, Growth | Team |
Tyler Tambascio | Sales Associate | Team |
Riley Morrison | Product Support Consultant | Team |
14 more people are available in the full profile.
Complete people profiles for RightCapital
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of RightCapital
3 dated milestones of RightCapital across 6 years, from founding to its latest funding, stage changes and deals.
- Founded RightCapital is founded.
- Funding First funding round of $1.0M.
- Funding Latest funding round, Series A, of $2.3M.
Competitors of RightCapital
RightCapital has 9 listed competitors in our database, 6 of them funded. They include Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| iress.com | 1993 | Melbourne, Australia | – | – | Wealth management solutions are provided online for financial markets. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| wealthpilot.com | 2010 | Munich, Germany | $12.61M | 57 | SaaS-based financial advisory & planning solutions | |
| iralogix.com | 2015 | Doral, United States | $48.38M | – | Financial planning software for IRA recordkeeping is offered. | |
| linkgroup.com | 2005 | Sydney, Australia | – | 989 | Retirement and superannuation solutions are provided, including investments and pensions. | |
| advizr.com | 2013 | New York, United States | $9.67M | 23 | Financial Planning Software for advisors | |
| asset-map.com | 2008 | Philadelphia, United States | $7.5M | 26 | Cloud-based practice management solution for financial advisors is offered. | |
| abaka.io | 2016 | San Francisco, United States | – | – | Patients' clinical and financial aspects are managed via healthcare platform. |
Detailed competitors of RightCapital
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of RightCapital
The website of RightCapital (rightcapital.com) receives about 664K visits a month and ranks #38,839 among all websites worldwide, #2,457 in Investing.
- Monthly visits664K
- Unique visitors90.9K
per month
- Global rank#38,839
among all websites
- Category rank#2,457
Finance · Investing
- Bounce rate20%
- Pages per visit19.5
- Average visit11 min 05 sec
- DevicesDesktop 92% · Mobile 8%
Websites whose visitors overlap most with RightCapital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| altruist.com | 100% | 435.7K | #85,397 | View details | |
| holistiplan.com | 98% | 182.4K | #106,855 | View details | |
kitces.com | kitces.com | 95% | – | #216,088 | – |
| morningstar.com | 92% | 12.9M | #4,951 | View details | |
| wealthbox.com | 91% | 136.6K | #353,668 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for RightCapital
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as RightCapital (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Rightcapital
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. The company's 1st funding round was a Seed of $1M, raised on Aug 2016.
RightCapital has 35 employees.
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 offers RightRisk™, RightFlows®, RightIntel®, RightPay®, and Snapshot™.
The website of RightCapital receives about 664 thousand visits a month and ranks #38,839 among all websites worldwide.