Insights

Rapid Market Growth RightCapital operates within the fast-growing financial planning software sector, demonstrating strong market presence and continuous product innovation, which presents opportunities to target financial advisors seeking modern, efficient planning tools.

Innovative Product Launches Recent launches like Tax Analyzer and RightRisk highlight a focus on enhancing advisory capabilities through advanced tools, suggesting opportunities to upsell or cross-sell these new features to existing clients seeking comprehensive financial solutions.

Strategic Partnerships Collaborations with firms like MaxMyInterest and PreciseFP indicate a strategic effort to expand integrations and broaden platform utility, which can be leveraged to position RightCapital as an indispensable partner for integrated financial management systems.

Technology Integration The company's use of advanced tech like OCR, PWA, and data sync with other platforms positions it as a leader in modern, seamless financial planning solutions, making it attractive to advisors looking for cutting-edge digital tools.

Growth Potential With revenues between $10M and $50M and an expanding product suite amid a competitive landscape, there are significant opportunities to introduce additional value-added services or scale current offerings to meet the evolving needs of financial advisors.

RightCapital Tech Stack

RightCapital uses 8 technology products and services including Google Analytics Enhanced eCommerce, Amazon CloudFront, Amazon S3, and more. Explore RightCapital's tech stack below.

  • Google Analytics Enhanced eCommerce
    Analytics
  • Amazon CloudFront
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • Customer.io
    Customer Communication Management
  • HubSpot
    Marketing Automation
  • Google Tag Manager
    Tag Management
  • Google Plus
    Widgets
  • Facebook
    Widgets

Media & News

RightCapital's Email Address Formats

RightCapital uses at least 1 format(s):
RightCapital Email FormatsExamplePercentage
First.Last@rightcapital.comJohn.Doe@rightcapital.com
95%
First.Middle@rightcapital.comJohn.Michael@rightcapital.com
2%
Last@rightcapital.comDoe@rightcapital.com
2%
Last.First@rightcapital.comDoe.John@rightcapital.com
1%

Frequently Asked Questions

Where is RightCapital's headquarters located?

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RightCapital's main headquarters is located at 1 Enterprise Dr, Shelton, Connecticut 06484, US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is RightCapital's phone number?

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You can contact RightCapital's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is RightCapital's official website and social media links?

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RightCapital's official website is rightcapital.com and has social profiles on LinkedInCrunchbase.

What is RightCapital's NAICS code?

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RightCapital's NAICS code is 52 - Finance and Insurance.

How many employees does RightCapital have currently?

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As of October 2025, RightCapital has approximately 142 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Technology Officer: S. C.Vice President Operations: C. L.Co-Founder And Ceo: S. C.. Explore RightCapital's employee directory with LeadIQ.

What industry does RightCapital belong to?

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RightCapital operates in the Financial Services industry.

What technology does RightCapital use?

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RightCapital's tech stack includes Google Analytics Enhanced eCommerceAmazon CloudFrontAmazon S3Customer.ioHubSpotGoogle Tag ManagerGoogle PlusFacebook.

What is RightCapital's email format?

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RightCapital's email format typically follows the pattern of First.Last@rightcapital.com. Find more RightCapital email formats with LeadIQ.

How much funding has RightCapital raised to date?

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As of October 2025, RightCapital has raised $3.7M in funding. The last funding round occurred on Jan 28, 2019 for $3.7M.

When was RightCapital founded?

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RightCapital was founded in 2015.
RightCapital

RightCapital

Financial ServicesUnited States51-200 Employees

RightCapital is financial planning software done right. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors (Source: The Kitces Report - 2024 Financial Planner Productivity Study). For more information, visit  https://www.rightcapital.com.

Book your 20-min demo today and get a 14-day free trial at www.rightcapital.com.

Section iconCompany Overview

Headquarters
1 Enterprise Dr, Shelton, Connecticut 06484, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
51-200

Section iconFunding & Financials

  • $3.7M

    RightCapital has raised a total of $3.7M of funding over 3 rounds. Their latest funding round was raised on Jan 28, 2019 in the amount of $3.7M.

  • $100M$250M

    RightCapital's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $3.7M

    RightCapital has raised a total of $3.7M of funding over 3 rounds. Their latest funding round was raised on Jan 28, 2019 in the amount of $3.7M.

  • $100M$250M

    RightCapital's revenue is estimated to be in the range of $100M$250M

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