RightCapital
PrivateLast Round
Debt
Apr 27, 2020
Total Funding Raised
$6.3M
Company Overview
RightCapital operates in FinTech and is based in Shelton, Connecticut. Its latest recorded funding round was a Debt round in April 2020.
RightCapital is a fintech company that provides a cloud-based financial planning software platform for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Payment Processing Fee
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
RightCapital Comparables
Compare RightCapital with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Conquest Planning | 85% | |
| Income Lab | 83% | |
| Asset-Map | 83% |
For institutional investors. Book with your work email.
RightCapital Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Apr 27, 2020 | ||||
| Series A | Dec 1, 2018 | ||||
| Seed | Jun 26, 2017 | ||||
| Seed | Aug 1, 2016 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
RightCapital Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Camellia Venture Capital | Seed, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 14, 2025
Launched a new OCR solution to automate financial plan transitions.
- Apr 27, 2020
Completed a debt financing round.
For institutional investors. Book with your work email.
Recent news
Latest coverage and updates
- identified_as_competitor_ofNov 10, 2026
RightCapital competes with MoneyGuide, Inc. in the financial planning software market, with RightCapital's market adoption growing while MoneyGuide, Inc.'s falls, according to Kitces Research on Advisor Technology, on Nov 10th '26.
For institutional investors. Book with your work email.
RightCapital Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about RightCapital's valuation, stock price, and market status.
Is RightCapital a public or private company?
RightCapital is a private company.
What is the current stock price of RightCapital?
RightCapital is a private company, so its shares have no public market price. Caplight tracks RightCapital's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is RightCapital worth (valuation)?
Valuation information for RightCapital is not publicly available.
Can I buy RightCapital stock?
RightCapital shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was RightCapital's last funding round?
RightCapital's most recent funding round was Debt on April 27, 2020.
Who are the main investors in RightCapital?
Key investors in RightCapital include Camellia Venture Capital.
Will RightCapital IPO soon?
No public IPO plans have been announced for RightCapital.
How can I track RightCapital secondary market activity?
Caplight tracks bids, offers, and trades in RightCapital's shares on secondary markets.