RightCapital

RightCapital develops financial planning software that advisors can use to simplify the financial planning experience for their clients. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Related areas on their profile: Financial Services and FinTech. As a mid-sized company team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

RightCapital is based in Shelton, Connecticut and founded in 2015. You can read more at rightcapital.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

If you have worked with RightCapital, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.