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● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

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● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

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● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

List of RightCapital Customers

RightCapital
Location
1 Enterprise Dr,
Shelton, 06484, CT,
United States
Website
https://www.rightcapital.com/
Phone
1 888-982-9596
Artw industry
Professional Services
Employee
100
Revenue
$10M

Since 2010, our global team of researchers has been studying RightCapital customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased RightCapital for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using RightCapital for Portfolio and Investment Management include: RightCapital, a United States based Professional Services organisation with 100 employees and revenues of $10.0 million, Bragg Financial, a United States based Banking and Financial Services organisation with 35 employees and revenues of $4.0 million, Walkner Condon Financial Advisors, a United States based Banking and Financial Services organisation with 10 employees and revenues of $4.0 million, Brookline Wealth, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million, Marshall Investment Management, a United States based Professional Services organisation with 4 employees and revenues of $1.0 million and many others.

Contact us if you need a completed and verified list of companies using RightCapital, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The RightCapital customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Ascendant Financial Solutions - James D. Hoyt Banking and Financial Services 10 $1M United States RightCapital RightCapital Portfolio and Investment Management 2021 n/a
In 2021, Ascendant Financial Solutions implemented RightCapital on its website to support client engagement and advisory workflows. Ascendant Financial Solutions deployed RightCapital as a Portfolio and Investment Management application to underpin its small firm financial advisory and wealth management business functions for its United States based practice. RightCapital is configured to provide client portal access, financial planning and portfolio visualization modules, cash flow and retirement modeling, risk tolerance questionnaires, and consolidated reporting capabilities. The deployment is structured around advisor workflows for client onboarding, recurring review meetings, and secure plan document exchange, with advisor level access controls and documented client consent workflows governing operations. Configuration and automation are scaled to a 10 employee firm, focusing on web hosted client interactions and advisor administered plan maintenance within the RightCapital environment.
Bragg Financial Banking and Financial Services 35 $4M United States RightCapital RightCapital Portfolio and Investment Management 2024 n/a
In 2024, Bragg Financial implemented RightCapital as its Portfolio and Investment Management application embedded on its public website. The deployment delivers a client-facing financial planning and portfolio access layer through RightCapital, while advisors use the same application for client reviews and update sessions. RightCapital was configured to provide core portfolio and investment management capabilities typical for the category, including client portals, financial planning tools, scenario modeling, account aggregation, and proposal generation. The implementation emphasizes client data visualization and interactive planning workflows provided directly via the website-hosted instance of RightCapital. Operational scope covers advisory and client services functions at Bragg Financial, with configuration focused on client onboarding, secure account-level access, and advisor-facing reporting workflows. Governance centered on application access controls and documented procedures for client engagement, with the RightCapital instance embedded on Bragg Financial's website to unify client interactions and advisor workflows.
Brookline Wealth Banking and Financial Services 10 $2M United States RightCapital RightCapital Portfolio and Investment Management 2022 n/a
In 2022, Brookline Wealth implemented RightCapital for Portfolio and Investment Management. The deployment uses the RightCapital SaaS application embedded on their public website to deliver client-facing financial planning and portfolio modeling capabilities. Operational scope centers on advisory and client servicing workflows at Brookline Wealth in the United States, with advisors using RightCapital to present cash flow scenarios, retirement planning and investment planning outputs to clients through an integrated client portal. Governance is advisor-led, with configuration of templates and client access controls managed by the firm, and the implementation is structured to support ongoing client onboarding and engagement within the Portfolio and Investment Management application.
Banking and Financial Services 10 $1M United States RightCapital RightCapital Portfolio and Investment Management 2022 n/a
Banking and Financial Services 10 $1M United States RightCapital RightCapital Portfolio and Investment Management 2025 n/a
Banking and Financial Services 10 $1M Malaysia RightCapital RightCapital Portfolio and Investment Management 2022 n/a
Professional Services 10 $1M United States RightCapital RightCapital Portfolio and Investment Management 2022 n/a
Banking and Financial Services 10 $1M United States RightCapital RightCapital Portfolio and Investment Management 2023 n/a
Professional Services 10 $1M United States RightCapital RightCapital Portfolio and Investment Management 2022 n/a
Banking and Financial Services 10 $1M United States RightCapital RightCapital Portfolio and Investment Management 2023 n/a
Showing 1 to 10 of 19 entries

Buyer Intent: Companies Evaluating RightCapital

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FAQ - APPS RUN THE WORLD RightCapital Coverage

RightCapital is a Portfolio and Investment Management solution from RightCapital.

Companies worldwide use RightCapital, from small firms to large enterprises across 21+ industries.

Organizations such as RightCapital, Bragg Financial, Walkner Condon Financial Advisors, Brookline Wealth and Marshall Investment Management are recorded users of RightCapital for Portfolio and Investment Management.

Companies using RightCapital are most concentrated in Professional Services and Banking and Financial Services, with adoption spanning over 21 industries.

Companies using RightCapital are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of RightCapital across Americas, EMEA, and APAC.

Companies using RightCapital range from small businesses with 0-100 employees - 100%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of RightCapital include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified RightCapital customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.