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.
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
