RightCapital's software is built to make the financial planning process a breeze for advisors and clients. Our tools and support will help you advance your practice and grow your business. Together, we can build a clear game plan to help your clients achieve their financial goals.
RightCapital’s mission is to create Right Plans for Real People. Founded in 2015 by Shuang Chen and Song Chen, the two brothers joined their respective expertise in financial products and technology to reimagine the stagnant financial planning solutions of the past. Today, RightCapital is used by thousands of financial advisors to grow their practice and set their clients on the path to financial success. The 2020 survey of ~800 financial advisors by The Kitces Report rated RightCapital as the fastest-growing financial planning software with the highest user satisfaction.
Leadership
