RightCapital

wealthtech-retailpersonal finance management

FOUNDING YEAR: 2014
LOCATION: United States
Last Update: 19/01/2021

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About

More planning in less time through our innovative platform. RightCapital's innovative financial planning solution allows financial advisors to: Differentiate their value for more clients. Create a simple plan in as little as 10 minutes. Empower themselves to evolve with planning needs.

MEDICI Analysis

RightCapital is a provider of financial planning solution designed for financial advisors. It allows advisors to speed-up the planning process. Its product offers a user-friendly interface, help advisors differentiate their value and simplify the financial planning experience for clients.

Focus

PRODUCTS & SERVICES

It offers RightCapital's, a financial planning solution create a simple plan in as little as 10 minutes

Traction

COMPANY TYPE:

For Profit

REVENUE

$10M+

People

FOUNDERS

Shuang Chen

Song Chen

BOARD MEMBERS AND ADVISORS

Jac Herschler

Bruce Ferris

Chanjuan Pan

NUMBER OF EMPLOYEES

11-50

INVESTORS:

Bruce Ferris

Camellia Venture Capital

Chanjuan Pan

Jacob Herschler

KEY EMPLOYEES:

Dain Runestad (VP & Head of Product)

Ted Denbow (VP & Head of Sales)

Momentum

FUNDED

YES

NUMBER OF FUNDING ROUNDS

3

TOTAL FUNDING

$7.62 M

DATE OF LAST FUNDING

Jan 2019

IPO STATUS

Private

ESTIMETED REVENUE RANGE

$10M to $50M

SEED & PRIOR FUNDING

$1.6 M

SEED CLOSED ON

Jun 2017

FUNDING SERIES

SERIES A  · $3.7 M  · Jan 2019

OTHERS  · $2.32 M · Aug 2018

LISTED

NO

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

76,385

AVERAGE VISITS (6 MONTHS)

70,900.19

MONTHLY VISITS GROWTH

31.09%

VISIT DURATION

926

VISIT DURATION GROWTH

1.41%

PAGE VIEWS VISIT

24.63

PAGE VIEWS VISIT GROWTH

19.05%

BOUNCE RATE

18.2%

BOUNCE RATE GROWTH

-6.83%

GLOBAL TRAFFIC RANK

184,063

MONTHLY RANK CHANGE

-96,141

MONTHLY RANK GROWTH

-34.31%

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