RightCapital
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Connecticut, United States · 51-200 Employees
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Overview
Headquarters
1 Enterprise Dr Ste 110, Shelton, Connec...Phone Number
(203) 349-2645Website
www.rightcapital.comRevenue
$19.3 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About RightCapital
RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth. Interactive, easy-to-use technology means less time creating financial plans and more time spent with clients. Clear, engaging visualization tools drive home the impact (and value) of the financial professional's retirement, insurance, and tax-planning recommendations. And a modular-based platform provides the ultimate in flexibility. RightCapital is the fastest-growing financial planning software company in the country. Its rapid innovations, class-leading features, and unbeatable value have revolutionized the financial planning experience and delivered the solutions that today's financial professionals demand.Explore more
RightCapital Org Chart
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Company Profile Activity
Activity Insights
RightCapital is experiencing very low activity levels compared to other companies in the Software sector.
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RightCapital is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about RightCapital.
RightCapital financials insights
Gather financial insights about RightCapital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2018
Series A
$3.7M
2020
Debt
$350K
RightCapital Tech Stack
A closer look at the technologies used by RightCapital
Most Recent Scoops
Open Position
Hiring Plans
RightCapital has more open roles in Sales than it has had at any time in the past 12 months. Areas of expertise include: Lead Management, Sales Enablement, and Sales Operations.
Hiring Plans
Person-Based
Project
A front-line source in Product Development has indicated that the organization has completed initiatives related to application lifecycle management (ALM) within the last nine months.
Application Development, Product Development, Product Management, Software
Project
Implementation, Product Development, Automation, Product Management, Software
RightCapital News & Media
Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning
SALT LAKE CITY--(BUSINESS WIRE)--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership enables advisors to seamlessly sync meeting insights from Jump into RightCapital’s platform—eliminating the need for manual data entry and helping to ensure financial plans remain accurate and uRightCapital Integrates with MaxMyInterest to Provide Advisors Seamless Access to Data from Max's Cash Management Platform directly within Client Financial Plans
With the integration, advisors can obtain more accurate financial information on their clients that leverage Max to earn higher yields on cash NEW YORK and SHELTON, Conn., Oct. 28, 2024 /PRNewswire-PRWeb/ -- Today, MaxMyInterest ("Max"), a leading provider of intelligent cash management...Flourish Launches Integration with RightCapital to Enable Streamlined Access to Clients’ Held-Away Asset Data
Improved Efficiencies for Advisors to Access Clients’ Held-Away Cash, Annuities Improved Efficiencies for Advisors to Access Clients’ Held-Away Cash, AnnuitiesAdvyzon and RightCapital Announce Updates to Data-Sharing Integration
Fintech leaders also provide details on new Probability of Success widget CHICAGO, Oct. 18, 2023 /PRNewswire/ -- Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently announced updated...
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RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth. Interactive, easy-to-use technology means less time creating financial plans and more time spent with clients. Clear, engag... Read More
