RightCapital

Right Plans for Real People

General Information
Company Name
RightCapital
Founded Year
2015
Location (Offices)
Shelton, United States +1
Founders / Decision Makers
Number of Employees
117
Industries
Financial Services, Fintech, SaaS
Funding Stage
Series A
Social Media

RightCapital - Company Profile

RightCapital is a financial planning software company with the slogan "Right Plans for Real People". Founded in 2015, it has quickly gained traction among financial advisors, offering modern, intuitive features aimed at simplifying the financial planning process. The company's mission is to create personalized and effective plans for individuals, covering a wide range of financial aspects including retirement scenarios, tax-efficient distribution, insurance evaluation, student loan management, and estate planning. RightCapital received a $3.70M Series A investment on 28 January 2019 from Camellia Venture Capital. With its user satisfaction among advisors, RightCapital aims to continue its growth and become a leading force in the Financial Services, Fintech, and SaaS industries. For those interested, the company offers a 20-minute demo and a 14-day free trial on their website www.rightcapital.com.

Taxonomy: financial planning software, retirement planning, tax-efficient strategies, social security optimization, budgeting tools, student loan management, estate planning, insurance evaluation, financial advisors, intuitive features, modern technology, user satisfaction, simplified financial planning, practice growth, real people

Funding Rounds & Investors of RightCapital (3)

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Funding Stage Amount No. Investors Investors Date
Series A $3.70M 1 28 Jan 2019
Seed Round $1.60M 3 Jacob Herschler, Bruce Ferris 26 Jun 2017
Seed Round $1.00M 4 Chanjuan Pan, Bruce Ferris +1 01 Aug 2016

Latest News of RightCapital

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No recent news or press coverage available for RightCapital.

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