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RightCapital: Financial Planning Software
http://www.rightcapital.com/Last activity: 20.05.2026
Active
Beautifully simple financial planning software for advisors. Financial plan done just right.
Overview
Employees
51-200
Total raised
$1M
Founded date
2015
Funding Rounds 1
| Date | Series | Amount | Investors |
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Mentions in press and media 11
| Date | Title | Description |
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| Feb 5, 2026 | Max Launches Comprehensive Private Banking and Lending Capabilities to Meet the Needs of Leading Wealth Management Firms | Max Max Private℠ provides large RIAs and high-growth advisory firms with white-glove banking services that strengthen client relationships and support long-term growth PORTSMOUTH, N.H., Feb. 5, 2026 /PRNewswire-PRWeb/ -- Max (MaxMyInterest.... |
| Oct 21, 2025 | Jump Acquires Mobile Assistant | Jump, a Salt Lake City, UT-based provider of artificial intelligence (AI) solutions for financial advisors and financial services, acquired Mobile Assistant, a leader in advisor transcription services. The amount of the deal was not disclos... |
| Oct 28, 2024 | RightCapital Integrates with MaxMyInterest to Provide Advisors Seamless Access to Data from Max's Cash Management Platform directly within Client Financial Plans Français | MaxMyInterest With the integration, advisors can obtain more accurate financial information on their clients that leverage Max to earn higher yields on cash NEW YORK and SHELTON, Conn., Oct. 28, 2024 /PRNewswire-PRWeb/ -- Today, MaxMyIntere... |
| Jun 25, 2024 | Betterment for Advisors Bolsters Platform with Three New Integration Partners | RIA Custodian Adds Partnerships with eMoney Advisor, Kwanti and Panoramix NEW YORK, June 25, 2024 /PRNewswire/ -- Betterment, the largest independent digital financial advisor, today announced that Betterment for Advisors, its RIA custody d... |
| Jan 4, 2023 | RightCapital Adds SECURE Act 2.0 Updates to its Leading Financial Planning Software Platform for Financial Advisors | RightCapital, the fastest-growing financial planning software for financial advisors, released a software update to incorporate key provisions in the SECURE 2.0 Act of 2022. The Setting Every Community Up for Retirement Enhancement (SECURE)... |
| Aug 10, 2021 | RightCapital Launches Dynamic Retirement Spending Strategies | |
| Mar 11, 2021 | Financial Planning Software Platform Cube raises US$ 10M | NY-base Cube, a real-time financial planning and analysis software platform, raised US$ 10M in Series A funding round on 9 March 2021. |
| Aug 3, 2016 | RightCapital Raises $1M | NEW YORK, NY, RightCapital, a leading financial planning platform for registered investment advisors and independent broker-dealers, has announced today it has secured $1 million in a seed capital fund raise. >> Click here for more... |
| Aug 1, 2016 | RightCapital Secures $1 Million Seed Money | RightCapital, Inc., a leading financial planning platform for registered investment advisors and independent broker-dealers, has announced today it has secured $1 million in a seed capital fund raise. Camellia Venture Capital led the round ... |
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FAQ about RightCapital: Financial Planning Software
When was RightCapital: Financial Planning Software founded?
RightCapital: Financial Planning Software was founded in 2015.
How much funding has RightCapital: Financial Planning Software raised?
RightCapital: Financial Planning Software has raised $1M in total across 1 funding round.
What has the press written about RightCapital: Financial Planning Software?
Parsers VC has collected 11 articles mentioning RightCapital: Financial Planning Software, among them “Max Launches Comprehensive Private Banking and Lending Capabilities to Meet the Needs of Leading Wealth Management Firms” (Feb 5, 2026) and “Jump Acquires Mobile Assistant” (Oct 21, 2025).
Is RightCapital: Financial Planning Software still active?
Yes, RightCapital: Financial Planning Software is active; its latest activity on Parsers VC dates from May 20, 2026.