Right Money

Financial Software · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Financial Software Software Training Education
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Right Money

Right Money is a financial education platform and software tool that provides a money management system based on three buckets: Bills, Lifestyle, and Freedom. The company serves individuals, families, and solopreneurs, offering a specialized version for the latter that incorporates Profit First allocations and tax-ready views. The system is delivered via a software tool that utilizes auto-synced bank transactions to eliminate manual entry and spreadsheets, and it includes an integration that allows users to interact with their finances through Claude. Right Money also provides educational resources, such as a money habits workbook for children.Explore more
Right Money's Social MediaPopular SearchesRight MoneySIC Code 73,737NAICS Code 51,513Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Right Money

<$5M
11-50
Private
-
-
N/A
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
1-10
Private
-
2008
CP
Christopher PetersonCertified Financial Planner
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2015
OA
Oscar AlvarezCertified Divorce Financial Analyst
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Right Money Tech Stack

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Frequently Asked Questions Regarding Right Money

What is Right Money's official website?
Right Money's official website is www.rightmoney.com
What is Right Money's Revenue?
Right Money's revenue is <$5 Million
What is Right Money's SIC code?
Right Money's SIC: 73,737
What is Right Money's NAICS code?
Right Money's NAICS: 51,513
How many employees does Right Money have?
Right Money has 11-50 employees
What industry does Right Money belong to?
Right Money is in the industry of: Financial Software, Software, Training
What is Right Money competition?
Right Money top competitors include: Schneider Wealth Strategies, Apollo Wealth Advisors, Holliger Financial Consultants, KMR Wealth Advisory
What technology does Right Money use?
Some of the popular technologies that Right Money uses are: GoDaddy DNS, Flexential
What does Right Money do?

Right Money is a financial education platform and software tool that provides a money management system based on three buckets: Bills, Lifestyle, and Freedom. The company serves individuals, families, and solopreneurs, offering a specialized version for the latter that incorporates Profit First allocations and tax-ready views. The system is deliver... ed via a software tool that utilizes auto-synced bank transactions to eliminate manual entry and spreadsheets, and it includes an integration that allows users to interact with their finances through Claude. Right Money also provides educational resources, such as a money habits workbook for children.Read More

What are Right Money social media links?
Right Money Linkedin page Right Money Facebook page
Is Right Money a public company?
Right Money is private company therefore does not currently have an official ticker symbol
See more information about Right Money

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