RightCapital Overview

  • Founded

  • 2015

Founded
  • Status

  • Private

  • Employees

  • 73

Employees
  • Latest Deal Type

  • Debt - PPP

  • Investors

  • 5

RightCapital General Information

Description

Developer of a financial planning platform designed to make the financial planning process easy for advisors and clients. The company's platform offers tax planning services, budgeting and debt management, client portal, and optimizes social security, enabling clients to manage tax liability and other services for their clients with ease.

Contact Information

Website
www.rightcapital.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 2 Enterprise Drive
  • Suite 508
  • Shelton, CT 06484
  • United States
+1 (888) 000-0000

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RightCapital Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Debt - PPP 27-Apr-2020 00.000 Completed Generating Revenue
5. Early Stage VC 28-Jan-2019 00.00 00.000 Completed Generating Revenue
4. Early Stage VC (Series A) 22-Aug-2018 00.000 00.000 000.00 Completed Generating Revenue
3. Seed Round 26-Jun-2017 00.00 00.00 000.00 Completed Generating Revenue
2. Seed Round 01-Aug-2016 $1M $1M 000 Completed Generating Revenue
1. Accelerator/Incubator 01-Jan-2016 Completed Generating Revenue
To view RightCapital’s complete valuation and funding history, request access »

RightCapital Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A 000,000 00.000000 00.00 00.00 00 00.00 00.000
Seed A2 000,000 00.000000 00.00 00.00 00 00.00 00.000
Seed A1 550,498 $0.000010 $1.82 $1.82 1x $1.82 13.61%
To view RightCapital’s complete cap table history, request access »

RightCapital Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial planning platform designed to make the financial planning process easy for advisors and clients
Financial Software
Shelton, CT
73 As of 2023
00.000
000000000 - 00.000

000000

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000000000 00000000
Powhatan, VA
000 As of 0000
000
0000 0000-00-00
000000&0 000

000000

ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate vel
00000 000000000 0000
Palo Alto, CA
000 As of 0000
00000
0.00 0000-00-00
00000000000 00000
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RightCapital Competitors (23)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
PIEtech Formerly VC-backed Powhatan, VA 000 000 000000&0 000
00000000000 Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
00000 0000000 0000 Private Equity-Backed Omaha, NE 0000 00.000 0000000 0000 00.000
000000 0000000 Corporate Backed or Acquired Radnor, PA 000 000000&0
You’re viewing 5 of 23 competitors. Get the full list »

RightCapital Executive Team (5)

Name Title Board Seat Contact Info
Shuang Chen Co-Founder, Chief Executive Officer, President & Board Member
Song Chen Co-Founder, Chief Technology Officer & Board Member
Ted Denbow Vice President & Head, Sales
Dain Runestad Vice President, Product
Jacob Herschler Advisor
To view RightCapital’s complete executive team members history, request access »

RightCapital Board Members (2)

Name Representing Role Since
Chanjuan Pan Camellia Venture Capital Board Member & Advisor 000 0000
Song Chen RightCapital Co-Founder, Chief Technology Officer & Board Member 000 0000
To view RightCapital’s complete board members history, request access »

RightCapital Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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RightCapital Investors (5)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Bruce Ferris Angel (individual) Minority 000 0000 000000 0
Camellia Venture Capital Venture Capital Minority 000 0000 000000 0
Chanjuan Pan Angel (individual) Minority 000 0000 000000 0
Jacob Herschler Angel (individual) Minority 000 0000 000000 0
Finovate Accelerator/Incubator Minority 000 0000 000000 0
To view RightCapital’s complete investors history, request access »

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