Right Capital
Shelton, US · Founded 2016 · Delaware corporation · 1 known investors
RightCapital provides financial planning software used by financial advisors to build client plans, improve client engagement, and grow their practices. The platform serves financial advisory professionals in the financial planning software category.
Founders & leadership
Right Capital was founded in 2016 by Song Chen.
SC
Song Chen
SC
Shuang ChenNamed on SEC filing
Investors · 1
Reported raises · per SEC filings
Form D private placements$3.3M disclosed across 2 rounds · 2016–2018
▶$2.3MraisedAug 2018 · 9 investors · Other TechnologyRule 506(b)
▶$2.3MraisedAug 2018 · 9 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Chanjuan PanDirector
- Song ChenExecutive Officer, Director
- Shuang ChenExecutive Officer, Director
- Offering amount
- $5M
- Amount sold
- $2.3M
- Minimum investment
- $1
- First sale
- Aug 2018
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
▶$1MraisedAug 2016 · 5 investors · Other TechnologyRule 506(b)
▶$1MraisedAug 2016 · 5 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Shuang ChenExecutive Officer, Director
- Offering amount
- $1M
- Amount sold
- $1M
- Minimum investment
- $20K
- First sale
- Jun 2016
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 4
by search overlap
SmartAsset459 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Interactive Strength Acquires Ergatta253 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Kiplinger155 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
Intuit®119 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Companies competing with Right Capital for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Right Capital do?
- RightCapital provides financial planning software used by financial advisors to build client plans, improve client engagement, and grow their practices. The platform serves financial advisory professionals in the financial planning software category.
- Who founded Right Capital?
- Right Capital was founded by Song Chen in 2016.
- Who are Right Capital's investors?
- Right Capital's investors include Camellia Venture Capital.
- How much funding has Right Capital raised?
- Right Capital has disclosed $3.3M raised across 2 rounds.
- Where is Right Capital headquartered?
- Right Capital is headquartered in Shelton, US.