RightCapital
wealthtech-retail . personal 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:
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
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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