RightCapital

Wealth Management TechFinancial Planning SoftwareHigh PriorityNot Contacted
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Overview

Comprehensive financial planning software for advisors with cash flow analysis, retirement planning, and tax optimization

Core Product

Financial planning software

Strategic Fit for DCC

Planning layer gives embedded product visibility and distribution channel for DCC Bitcoin ETF

Integration Potential

ETF inclusion in plan modeling

Leverage Type:Embedded product distribution

Financial Profile

Estimated Revenue
$25,000,000
Valuation Range
$100M-$160M
Revenue Model
SaaS subscription
Profitability
Profitable or near profitable
Recurring Revenue Strength
Strong recurring SaaS

Risk Assessment

Planning software market competitive

Company Information

Headquarters
United States
Founded
2015
Employees
~150
Geographic Focus
North America
Primary Customers
RIAs and Financial Planners

Ownership & Funding

Ownership Type
VC-backed
Last Known Funding
Series B

Leadership

CEO
Shuang Chen
LinkedIn Profile
Research Date
2026-02-24