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RightCapital pricing

#1 of 34 in Financial Planning SoftwareFinancial Advisor SoftwareWealth Management

RightCapital costs from $149.95/mo on its cheapest paid plan; 4 plans in all, as listed on rightcapital.com — prices checked 20 Sep 2026.

9.4/10Editor score
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RightCapital9.4 Visit RightCapital

RightCapital pricing at a glance

Plans 14-day trial No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on rightcapital.com

RightCapital plans & pricing

PlanPriceKey limits
Basic$149.95/mo
  • Retirement planning
  • Tax planning
  • Insurance planning
  • Investment planning
  • Estate planning
  • College planning
Premium$209.95/mo
  • All Basic features
  • Account aggregation
  • Budgeting tools
  • Tax Analyzer
  • Iris AI planning agent
  • Risk assessment
Platinum$254.95/mo
  • All Premium features
  • Team collaboration
  • Custom asset classes
  • Enhanced investment return settings
  • Firm-level assumptions and data models
  • RightFlows workflows
EnterpriseNot checked yet
  • Coordinate work across teams
  • API access
  • Firm-level templates
  • Firm-level controls
  • Compliance tracking

Prices as published by the vendor on rightcapital.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    14 days
  • Free plan
    No
  • Paid from
    $149.95/mo
  • Scenario analysis
    Yes

Our full RightCapital verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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