RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth. 

Finance

RightCapital

RightCapital's headquarters in New York, NY, United States

Shuang Chen

Joe Cowling

Dan Flynn

Dain Runestad

Stefanie Bellofatto

Carly Lavin

Ted Denbow

Song Chen

The Sales and Customer Support team at RightCapital is dedicated to driving growth and ensuring exceptional client experiences. This team focuses on acquiring new clients through effective sales strategies while providing comprehensive onboarding and ongoing support to ensure clients maximize the value of RightCapital’s wealth planning technology. With a strong emphasis on relationship-building and problem-solving, they are essential in fostering client satisfaction and retention.

Sales and Customer Support

The Leadership Team at RightCapital drives the strategic vision and organizational direction, fostering innovation and growth across all departments. Comprising co-founders and vice presidents, this team collaborates to enhance product development, strengthen partnerships, improve customer experience, and elevate sales strategies, ensuring that financial professionals can leverage technology for effective wealth planning.

Leadership Team

The Marketing and Growth Strategies team at RightCapital focuses on driving brand awareness and user acquisition through strategic marketing initiatives and targeted outreach. They develop educational resources to empower financial professionals, optimize product integrations, and create engaging content that highlights the platform’s value. By leveraging data-driven insights, this team aims to foster meaningful relationships with clients and accelerate business growth.

Marketing and Growth Strategies

The Financial and Operational Analysis team at RightCapital focuses on optimizing financial modeling and operational processes to enhance the company’s strategic decision-making. By leveraging data analysis and operational insights, they support the sales team and improve customer engagement, ensuring that financial professionals have the resources needed to effectively serve their clients and drive business growth.

Financial and Operational Analysis

The Product Development and Engineering team at RightCapital is responsible for designing and building innovative software solutions that enhance wealth planning tools for financial professionals. By collaborating closely with stakeholders, this team ensures that products are not only technically robust but also user-friendly, empowering clients to make informed financial decisions. Their focus on continuous improvement drives efficiency and fosters strong relationships between financial professionals and their clients.

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RightCapital

Org chart

Teams

Sales and Customer Support

Leadership Team

Marketing and Growth Strategies

Financial and Operational Analysis

Product Development and Engineering

Offices

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RightCapital

Org chart

Teams

Sales and Customer Support

Leadership Team

Marketing and Growth Strategies

Financial and Operational Analysis

Product Development and Engineering

Offices

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