Moneytree Software
Our Mission: Support trusted advisors and create financially confident clients.
22 employees · est. 1981 · Muncie, United States
RightCapital
Financial planning software done right
155 employees · est. 2015 · Shelton, United States
Moneytree Software is the older company (1981 vs 2015); RightCapital is the larger of the two.
Side-by-Side Comparison
| Metric | Moneytree Software | RightCapital |
|---|---|---|
| Founded | ||
| Founded | 1981 older | 2015 |
| Headquarters | ||
| Headquarters | Muncie, United States | Shelton, United States |
| Employees | ||
| Employees | 22 | 155 larger |
| Industry | ||
| Industry | Financial Services | Financial Services, Fintech, SaaS |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series A |
| Total Funding | ||
| Total Funding | Not tracked yet | $8.60M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 4 |
| Services | ||
| Services | Not tracked yet | Smart Import™, RightExpress™, RightRisk™, RightFlows®, RightIntel®, Snapshot™, Blueprint™ |
| Target Customers | ||
| Target Customers | Not tracked yet | Financial Advisors, Registered Investment Advisors (RIAs), Financial Planning Firms, Wealth Management Professionals |
| Taxonomy | ||
| Taxonomy | Financial Planning, Trusted Advisor, Financial Software, Calculation Engine, Client Trust, Financial Solutions, Experience, Accuracy, Client Relationships, Simplicity, Confidence-building, Industry Expertise | Financial Planning Software, Retirement Planning, Tax-Efficient Strategies, Social Security Optimization, Budgeting Tools, Student Loan Management, Estate Planning, Insurance Needs Evaluation, Financial Advisor Tools, Client Financial Success, Next-Generation Software, User Satisfaction, Financial Practice Growth, Advisor Productivity, Simplified Financial Planning |
| Website | ||
| Website | moneytree.com | rightcapital.com |
About Moneytree Software
Moneytree Software, with its founding in 1981, has a strong presence in the financial services industry, operating from its headquarters in the United States. The company's slogan, "Our Mission: Support trusted advisors and create financially confident clients," encapsulates its core values. Moneytr...
About RightCapital
RightCapital, founded in 2015, stands as a prominent player in the Financial Services, Fintech, and SaaS industries. With the slogan "Financial planning software done right," the company emphasizes its commitment to empowering financial advisors with tools to enhance their client’s financial traject...
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Funding, hiring, leadership and stack changes at Moneytree Software and RightCapital — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Moneytree Software on 12 Sep 2024, and RightCapital on 22 Mar 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.