RightCapital is a privately held company founded in 2015 by two brothers, Shuang Chen and Song Chen. Shuang Chen, who holds the CFA designation, serves as co-founder and CEO, while Song Chen brought the technology expertise to the partnership. The pair combined backgrounds in financial products and software after roughly 15 years working with financial advisors, aiming to modernise planning tools they felt had grown overly complex. The company remains independent and privately owned rather than part of a larger public corporation or private equity portfolio, and it is headquartered in Shelton, Connecticut. Because it is private, RightCapital does not publish detailed ownership stakes, but the founding brothers continue to lead the business. This independence is something the company emphasises, since it allows product decisions to be driven by advisor feedback rather than outside shareholders. For advisors evaluating the platform, the key takeaway is that RightCapital is founder-led and has stayed focused on financial planning software as its core product since launch.