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About

A financial planning solution that simplifies the complexity

RightCapital's easy-to-use and powerful financial planning software is built to simplify planning, enhance client engagement, and help advisors scale efficiently. Our features 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.
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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 practices and set their clients on the path to financial success. The 2025 survey of financial advisors by The Kitces Report rated RightCapital as the fastest-growing financial planning software with the highest user satisfaction.

Leadership

Shuang Chen
Co-Founder and CEO
Headshot of Shuang Chen, CEO and Co-Founder, RightCapital
Song Chen
Co-Founder and CTO
Headshot of Song Chen, Co-Founder and CTO, RightCapital
Stefanie Bellofatto
SVP, Customer Experience
Headshot of Stefanie Bellofatto SVP, Customer Experience at RightCapital
Joe Cowling
VP, Partnerships
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Ted Denbow
SVP, Sales
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Dan Flynn
VP, Financial Modeling
Headshot of Dan Flynn, VP, Financial Modeling at RightCapital
Carly Lavin
VP, Operations
Headshot of Carly Lavin, VP, Operations at RightCapital
Dain Runestad
SVP, Product
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Derek Stangle
VP, Marketing
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Mark Yamada
VP, Artificial Intelligence
Headshot of Mark Yamada, VP, Artificial Intelligence at RightCapital