RightCapital develops financial planning software featuring interactive tools that can be shared by advisors and clients. The platform targets registered investment advisors and independent broker-dealers and went live in September 2015. Founded in 2015 by Shuang Chen (CEO) and Song Chen, the company onboarded more than 200 financial advisory firms in its first ten months. RightCapital recently secured seed funding to support growth. The company intends to use the funds to reach more advisors and deliver significant product updates. Its current focus is expanding advisor adoption and enhancing product capabilities.

Total raised

$1M

Funding rounds

1

Latest round

Seed

Latest activity

Aug 2016