RightCapital Achieves #2 Market Position in Financial Planning Software
Camellia Venture Capital portfolio company RightCapital surpasses MoneyGuide to secure second-largest market share according to latest Kitces Report on Independent Financial Advisor Technology
2025 Market Share Rankings
Significant Market Share Growth
The Kitces Report findings reveal that RightCapital has captured 25.4% market share in the comprehensive financial planning software category, establishing a commanding lead over MoneyGuide's 18.6% share. This represents a substantial gain from RightCapital's previous market position of 21.0% in 2023 and demonstrates the platform's growing adoption among financial advisors seeking modern, intuitive planning solutions.
The market leadership position validates RightCapital's strategic focus on delivering next-generation financial planning software that combines elegant design with powerful analytical capabilities. Since Camellia Venture Capital's initial seed investment in 2016, RightCapital has consistently expanded its market presence through product innovation and strategic partnerships.
Competitive Landscape Analysis
While eMoney maintains the dominant position with 31.1% market share as the primary provider, the secondary provider market has become increasingly competitive. RightCapital's achievement of the #2 position represents a significant shift in advisor preferences, particularly among independent Registered Investment Advisors (RIAs) and broker-dealers seeking comprehensive planning capabilities.
Key Market Trends Driving RightCapital's Growth
- Increasing demand for user-friendly, modern financial planning interfaces
- Growing preference for cloud-native, scalable planning solutions
- Enhanced integration capabilities with existing advisor technology stacks
- Superior client engagement tools and interactive planning features
- Robust calculation engines delivering accurate, real-time results
- Competitive pricing models accessible to advisors of all practice sizes
"RightCapital's achievement of the #2 market position validates our investment thesis and demonstrates the team's execution excellence. This milestone reflects years of product innovation, customer-focused development, and strategic market expansion that have positioned RightCapital as a leading force in financial planning technology."
— Camellia Venture Capital Investment Team
Platform Innovation and User Experience
RightCapital's market success stems from its commitment to solving real challenges faced by financial advisors. The platform was created with three primary objectives: delivering an elegant, modern user interface; providing interactive tools that advisors and clients can use collaboratively; and maintaining a rigorous calculation engine that generates accurate results quickly.
These design principles have resonated strongly with advisors who recognize the value of technology that enhances rather than complicates the client planning experience. The platform's intuitive design and powerful analytical capabilities have contributed to high user satisfaction and strong organic growth through advisor referrals.
Methodology and Data Source
The market share data comes from the comprehensive Kitces Report on Independent Financial Advisor Technology, which surveys thousands of financial advisors annually to track technology adoption trends and preferences. The 2025 report provides detailed analysis of financial planning software usage patterns, including primary and secondary provider relationships among independent advisors.
The study's methodology ensures representative sampling across different advisor practice sizes, business models, and geographic regions, providing reliable insights into technology adoption trends within the independent financial advisor community.
Looking Forward: Market Expansion Opportunities
RightCapital's strong market position provides a foundation for continued growth as the financial planning software market evolves. The platform's cloud-native architecture, modern user experience, and comprehensive feature set position it well to capitalize on increasing demand for sophisticated planning tools among independent advisors.
The achievement of #2 market share represents not just a milestone but a launching point for RightCapital's continued expansion in serving financial advisors who demand powerful, intuitive technology to enhance their client relationships and business growth.
Explore the Full Market Research
Access the complete Kitces Report findings and learn more about RightCapital's market-leading financial planning platform.