RightCapital

RightCapital is a financial planning software company focused on providing advisors with the tools and resources to create comprehensive and intuitive financial plans for their clients. Their mission is to "create Right Plans for Real People™" by simplifying complex financial planning concepts and making the process accessible and engaging for both advisors and their clients. RightCapital's software offers a range of features including interactive retirement planning, tax-efficient strategies, social security optimization, risk tolerance assessment, and estate planning.

RightCapital is committed to innovation and providing a user-friendly experience. The company is known for its intuitive interface, visual planning tools like Blueprint and Snapshot, and robust client portal. RightCapital is a fast-growing company that has earned high satisfaction ratings from advisors and has been recognized for its commitment to providing top-notch customer support.

RightCapital offers a hybrid work schedule, allowing employees to work two days in the office and three days from home. The company also provides flexible vacation time with no limit and 40 hours of sick time per year, offering employees the freedom to manage their own schedules and prioritize their well-being.

RightCapital offers a comprehensive benefits package that caters to the health and wellness of its employees. This includes medical, dental and vision insurance, a generous yearly wellness fund, life and long-term disability insurance, and employee assistance programs. Additionally, the company provides a robust savings program with a 401(k) plan featuring a 100% employer match up to 3% of contributions, and a 50% match from 3-5%. To promote work-life balance, RightCapital offers flexible vacation with no limit, 40 hours of sick time per year, and a hybrid work schedule allowing for two days in the office and three days working from home. The company also provides fun perks such as team outings and events, free weekly breakfast and lunch, and a pet-friendly office.

RightCapital's mission is to simplify the financial planning process for both advisors and their clients. They strive to create "Right Plans for Real People" by providing a financial planning solution that makes complex financial concepts easily understandable and actionable. Their software empowers advisors to create personalized plans, manage client data, and engage in effective client communication, all while streamlining the planning process to save time and improve client satisfaction.

RightCapital promotes a culture of innovation, collaboration, and inclusivity, where employees are encouraged to be creative, get things done, and welcome differences of opinion. They value humor and a relaxed, low-ego environment, fostering a high-learning culture where individuals feel comfortable being themselves.

RightCapital values diversity of thought and background, believing that different perspectives are essential to innovation and success. They foster an inclusive environment where conflict is embraced, differences are celebrated, and everyone feels comfortable being their authentic selves. Their commitment to equity is demonstrated by initiatives like their professional development fund, which supports employees in advancing their careers, and their hybrid work schedule, which allows for flexibility and balance.