RightCapital
RightCapital is a fintech software company that provides cloud-based financial planning tools for financial advisors and planners. Its platform offers retirement planning, tax-efficient distribution, student loan analysis, insurance needs, and cash-flow modeling to help advisors deliver interactive plans to their clients. The company generates revenue through subscription fees paid by advisory firms and individual advisors for access to its software and related services.
- Wealth & Investment Software
- Financial Planning & Analysis
- Revenue
- $25.0M
- Employees
- 150
- Founded
- 2015
- Headquarters
- Somerset, United States of America
What 13 Arbolus experts think of RightCapital
The NPS distribution is strongly positive, with 70% of responses at 8 or above and nearly 20% awarding a top-box score of 10. Renewal intent is clearly affirmative among high spenders, who constitute the majority of those providing definitive answers. Nearly all customers report that they have been implemented for more than 1 year, underscoring strong stickiness. The small portion of moderate/neutral sentiment is confined to low spenders with uncertain renewal intent. Overall Customer Sentiment: Positive
Who reviewed RightCapital
- C-Suite 92% (12)
- Director 8% (1)
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Sentiment
38 Net Promoter Score, from 13 scored reviews- Promoters 7
- Passives 4
- Detractors 2
Cumulative NPS by month
-2 over 5 months- May 10
- Jun 7
- Jul 8
- Aug 8
- Sep 8
Net Promoter Score across 3 reviews, accumulated up to each month. Category median 18 across 3 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 80%Plan to renew, by seniority
- 75% 4 answers
- 100% 1 answer
- 8.8/10 Average score from customers who will renew
- 5/10 Average score from undecided customers
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