Pricing
RightCapital pricing
As rightcapital.com lists them, read 2 Oct 2026. The maker's own page has the final word.
| Plan | Billed and limits | Price |
|---|---|---|
| Basic | Per advisor per month; all plans require an annual commitment for the first year. · Retirement, tax, insurance, investment, estate, business, and college planning · secure document vault · 40+ integrations · live support | $149.95 |
| Premium | Per advisor per month; all plans require an annual commitment for the first year. · All Basic features · account aggregation · budgeting tools · Tax Analyzer · Iris AI planning agent · RightRisk assessment · one assistant access for an additional fee | $209.95 |
| Platinum | Per advisor per month; all plans require an annual commitment for the first year. · All Premium features · team collaboration · custom asset classes · firm-level assumptions and data models · RightFlows workflows · assistant access for an additional fee | $254.95 |
| Enterprise | Contact Sales. · Custom offering · firm-level insights · unified licensing and billing · API access · firm-level controls · compliance tracking | On request |
From rightcapital.com.
