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RightCapital

RightCapital

Private
Shelton, ConnecticutFinTechhttps://www.rightcapital.com/

Last Round

Debt

Apr 27, 2020

Total Funding Raised

$6.3M

Company Overview

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

Keywords

financial planning softwarewealthtechadvisor techtax planning softwarefinancial advisor toolsB2B SaaSretirement planningclient portalrisk tolerance assessmentaccount aggregationestate planning softwareadvisor lead generationOCRadvisor billing

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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RightCapital Comparables

Compare RightCapital with similar companies based on industry and business-model similarity.

RightCapital comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Conquest Planning
85%
Income Lab
83%
Asset-Map
83%

RightCapital Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
DebtApr 27, 2020
Series ADec 1, 2018
SeedJun 26, 2017
SeedAug 1, 2016

Key People

Founding team and executive leadership

Shuang Chen

Co-founder And CEO

Founding Team

RightCapital Investors

Notable investors and investment history

RightCapital investors
InvestorRounds
Camellia Venture CapitalSeed, 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.

Recent news

Latest coverage and updates

  • signs_new_clientJul 27, 2026

    RightCapital Inc. signs new client OBFI.

RightCapital Filings

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RightCapital filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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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.

Firmographic Details

HeadquartersShelton, Connecticut
Employee Range128
Year Founded2015
Last FundingApr 27, 2020

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