List of RightCapital Customers
Shelton, 06484, CT,
United States
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!
Apply Filters For Customers
| 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.
|
 |
Coats Financial Planning | Banking and Financial Services | 10 | $1M | United States | RightCapital | RightCapital | Portfolio and Investment Management | 2022 | n/a |
In 2022, Coats Financial Planning deployed RightCapital for Portfolio and Investment Management, surfacing RightCapital on the firm website to provide client-facing planning and portfolio access. The deployment reflects a small advisory practice architecture, provisioning cloud-hosted financial planning and portfolio visualization capabilities that advisors and clients can access through the firm site.
Functional emphasis centers on client-facing financial planning, interactive cash flow and retirement modeling, consolidated portfolio reporting and a secure client portal, capabilities typical of Portfolio and Investment Management applications. Operational coverage is focused on the advisory practice and client service functions, with governance routed through advisor workflows to use RightCapital as the primary tool for planning and reporting while the website integration extends secure client access.
|
 |
Edwards Financial Group | Banking and Financial Services | 10 | $1M | United States | RightCapital | RightCapital | Portfolio and Investment Management | 2025 | n/a |
In 2025, Edwards Financial Group implemented RightCapital. The firm deployed RightCapital on their website to deliver client-facing portfolio and financial planning functionality within the Portfolio and Investment Management category.
RightCapital was configured to provide advisor-facing portfolio reporting, client portal access, financial planning workflows, and proposal generation, reflecting standard modules found in Portfolio and Investment Management solutions. Configuration emphasized web-embedded delivery and secure client access to support online onboarding and document delivery.
Operational coverage is focused on advisory and client services at this small firm, with rollout workstreams centered on advisor adoption, client onboarding, and operational procedures for regular portfolio reviews. Governance activities concentrated on access controls, client communication workflows, and maintaining consistent advisor processes rather than enterprise level IT orchestration.
|
 |
|
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 |
|
Buyer Intent: Companies Evaluating RightCapital
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||