G2 Vendor Directory

RightCapital

by RightCapital

14

Reviews

4.6

Star rating

#12

Rank in Financial Analytics

Pros and cons

Pros

    Cons

      Traffic & LLM citations

      Monthly G2.com page views and citations by AI answer engines for RightCapital.

      Page views and citations · RightCapital

      Source: G2 review data

      Winning from

      Based on reviewers who said they switched from another product.

      1

      eMoney

      1 switched
      2

      Envestnet | MoneyGuide

      1 switched

      Losing to

      Based on reviewers of other products who said they switched from RightCapital.

      1

      Asset-Map

      2 switched

      Key stats

      -100.0%

      79

      Small Business

      2

      Adoption by company size

      SegmentShare of reviews
      Small Business85.7%
      Mid-Market14.3%
      Enterprise0.0%

      Quarterly history

      QuarterReviewsStar rating
      2026 Q214.5

      Satisfaction ratings

      Ease of Use9.2
      Ease of Setup8.6
      Quality of Support9.6
      Meets Requirements9.5

      What reviewers say

      Good user interface. Solid marketing support. Continuous product improvement.

      4.5

      “Good user interface. Solid marketing support. Continuous product improvement.”

      Chief Investment Officer

      Intuitive financial planning software that clients can easily understand

      5.0

      “Two things stand out to me: First, they are always continuing to improve their product. Every week we get an email announcing a new enhancement or upgrade. They truly listen to advisor feedback and impliment changes. Second, clients can easily understand their plan when we presen”

      Wealth Advisor

      Robust and improving financial planning software

      4.5

      “Intuitive data entry and reports. Solid Monte Carlo Engine with expanding what-if scenarios. 1040-style tax reports. Easy to use client data vault.”

      Financial Planner