A financial planning solution that simplifies the complexity

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.

Right Plans for Real People

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.


Shuang Chen
Co-Founder and CEO
Song Chen
Co-Founder and CTO
Annie Ahari
VP, Marketing
Stefanie Bellofatto
SVP, Customer Experience
Joe Cowling
VP, Partnerships
Ted Denbow
SVP, Sales
Dan Flynn
VP, Financial Modeling
Dan Flynn, VP Financial Modeling, RightCapital
Carly Lavin
VP, Operations
Carly Lavin, VP Operations, RightCapital
Dain Runestad
SVP, Product
Dain Runestad, SVP Product, RightCapital