What they do

RightCapital is a modern, easy‑to‑use financial planning platform tailored for advisors. It offers interactive retirement modeling, smart tax‑planning tools (including Roth conversion analysis), risk profiling, insurance need evaluations, and estate/education planning. The platform also delivers visual insights via Snapshot plan summaries, Blueprint household dashboards, and embedded business intelligence (RightIntel®).

Integrated budgeting, student loan management, and secure document vault further streamline advisory workflows, helping advisors scale their practice and deliver high‑impact, client‑friendly financial plans.

Why we invested

We invested in RightCapital for its deep product-market fit in modern financial planning. The team brings strong expertise in both financial services and technology infrastructure, with a demonstrated ability to build scalable, compliant platforms for advisors. Their intuitive product, strong user growth, and differentiated tax and retirement planning tools position them to lead the next generation of advisor software.

Key Platform Features

• ● Interactive Retirement Planning: Stress-testing multiple scenarios to visualize goals like "golf‑in‑the‑morning, beach‑all‑day".
• ● Smart Tax Planning & Roth Conversion Tool: Project future tax liability and explore tax‑efficient strategies.
• ● Insurance Needs & Estate Planning: Evaluate life, disability, long‑term care coverage, plus visualize estate structures.
• ● Risk Tolerance Assessment: Integrate risk scores into holistic planning.
• ● Snapshot™ & Blueprint™ Visualizers: Deliver one‑page plan summaries and household net‑worth dashboards.
• ● RightIntel® Business Intelligence: Advisor‑facing analytics for insights into clients, assets, and growth.
• ● Budgeting & Student Loan Tools: Build budgets, track spending, manage tuition debt.
• ● Integrations & Secure Vault: CRM/custodian integrations, secure client document storage.