NewRetirement vs RightCapital

NewRetirement

Making financial planning more understandable and effective for a person’s entire life

55 employees · est. 2015 · Mill Valley, United States

RightCapital

Financial planning software done right

155 employees · est. 2015 · Shelton, United States

Side-by-Side Comparison

Metric	NewRetirement	RightCapital
Founded
Founded	2015	2015
Headquarters
Headquarters	Mill Valley, United States	Shelton, United States
Employees
Employees	55	155
Industry
Industry	Financial Services, Fintech, Insurtech	Financial Services, Fintech, SaaS
Funding Stage
Funding Stage	Series A	Series A
Total Funding
Total Funding	$32.62M	$8.60M
Funding Rounds
Funding Rounds	5	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 PlanningRetirement SolutionSoftware As A ServiceEnterprise SolutionRetirement IncomeDigital Coaching +6	Financial Planning SoftwareRetirement PlanningTax-Efficient StrategiesSocial Security OptimizationBudgeting ToolsStudent Loan Management +9
Website
Website	newretirement.com	rightcapital.com

About NewRetirement

NewRetirement is a fintech startup founded in 2015 and headquartered in the United States. The company's mission, as per its slogan, is to "Making financial planning more understandable and effective for a person’s entire life." NewRetirement offers a collaborative financial planning solution to con...

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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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Frequently Asked Questions

NewRetirement was founded in 2015, based in Mill Valley, United States, with 55 employees. NewRetirement is a fintech startup founded in 2015 and headquartered in the United States. The company's mission, as per its slogan, is to "Making financial planning more understandable and effective. RightCapital was founded in 2015, based in Shelton, United States, with 155 employees. 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 it.

NewRetirement has raised $32.62M and RightCapital $8.60M. Latest stage: NewRetirement Series A, RightCapital Series A.

Both work in Financial Services and Fintech and list estate planning among their focus areas.

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NewRetirement Alternatives RightCapital Alternatives All Companies All Signals

Compiled from the BounceWatch company index. We last looked at NewRetirement 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.