RightCapital

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RightCapital is a financial planning software platform used primarily by financial advisors to create, model, and present client financial plans.

Shelton, Connecticut, USA
rightcapital.com

About RightCapital

RightCapital is a fintech company that provides cloud-based financial planning software, mainly for financial advisors, planners, and wealth management firms. The platform offers tools for retirement projections, tax-aware planning, cash flow analysis, student loan strategies, and goal-based planning, along with client-facing portals and dashboards. Advisors use RightCapital to model different scenarios, track progress, and communicate complex financial information in a clear, visual way.

A charge from RightCapital on your card statement usually relates to a subscription fee for their software platform, either on a monthly or annual billing cycle. The descriptor “RIGHTCAPITALRIGHTCAPITAL.CT” likely reflects automated billing where the merchant name has been repeated along with a state or location reference (CT for Connecticut). Charges may appear when a free trial converts to a paid plan, when a subscription renews, when a plan is upgraded to include more features or users, or when additional services or add-ons are purchased.

If you don’t recognize a RightCapital charge, start by checking whether you—or your firm—use RightCapital for financial planning or if you recently signed up for a trial. Log in to your RightCapital account to review billing details, invoices, and plan level. Firm administrators may need to check the firm billing portal if the subscription is held at the enterprise level. If you still have questions, contact RightCapital customer support through their website or in-app help, and provide the date, amount, and last four digits of the card used so they can locate the transaction. For disputed or unauthorized charges, coordinate with both RightCapital support and your card issuer to investigate and, if appropriate, reverse the charge.

Bank Statement Variations

1 known variations

These are the raw merchant codes that appear on bank and credit card statements that we've identified as belonging to RightCapital.

  1. RIGHTCAPITALRIGHTCAPITAL.CT

Frequently Asked Questions

Why am I seeing a charge from RIGHTCAPITAL or RIGHTCAPITALRIGHTCAPITAL.CT on my card?

This charge is typically a subscription fee for the RightCapital financial planning software. It may correspond to a monthly or annual renewal, a new paid subscription after a trial, or an upgraded plan or add-on features for your advisory practice.

How can I confirm which RightCapital subscription or user is tied to this charge?

Log in to your RightCapital account and go to the billing or account settings section to review your current plan, billing history, and invoices. If you’re part of a firm, ask your firm administrator to check the firm-level billing portal, as the subscription may be billed centrally under the firm’s account.

How do I cancel my RightCapital subscription to stop future charges?

To cancel, sign in to RightCapital, navigate to your account or billing settings, and follow the instructions to downgrade or cancel your plan. For firm or enterprise accounts, the designated administrator may need to contact RightCapital directly via their support channels to process a cancellation. Be sure to cancel before your renewal date to avoid the next cycle’s charge.

Can I get a refund for a recent RightCapital charge?

Refunds are handled according to RightCapital’s billing and cancellation policies. If you believe you were charged in error, were unaware of an auto-renewal, or were billed after requesting cancellation, contact RightCapital support as soon as possible with details of the charge and your account information to request a review and potential refund or credit.

What are common billing amounts I might see from RightCapital?

Common RightCapital charges correspond to their subscription tiers, often billed monthly or annually for advisor licenses or firm-level packages. Exact pricing can vary based on promotions, number of users, and enterprise agreements, so consult your contract or the pricing page on rightcapital.com, or check your invoices within the platform to see your specific rate.

Why do I see a small or duplicate pending charge from RightCapital?

Occasionally, RightCapital or its payment processor may place an authorization hold to verify your payment method, especially when updating card details or starting a trial that converts to paid service. These pending authorizations usually drop off automatically within a few days and are not finalized charges.

How do I update the credit card or payment method RightCapital is billing?

Log in to your RightCapital account and go to the billing or payment section, where you can update your credit card information or switch payment methods. For firm or enterprise accounts, only authorized administrators may have permission to change billing details, so you may need to contact your firm’s billing contact or RightCapital support.

How can I contact RightCapital about a charge I don’t recognize?

Visit rightcapital.com and use the support or contact page to reach their customer service team via email or contact form. Include your name, firm name if applicable, the last four digits of the card, the transaction date, and the amount so they can quickly locate and review the charge.

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