RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, announced today that Pietro La Greca has joined the firm as vice president of enterprise sales. An industry veteran, La Greca has a deep understanding of the ever-developing fintech environment and extensive experience addressing the needs of financial advisors and the organizations that support them.
“RightCapital has done a brilliant job of marrying sophisticated models that enable advisors to solve clients’ problems with a simple presentation of the results that clients can readily understand,” said La Greca. “I’m excited to be joining the company at a time of tremendous growth and bringing the RightCapital solution to enterprise platforms.”
La Greca will focus on driving enterprise revenue and market share growth for RightCapital by leading enterprise sales transformation and evolving the company’s enterprise customer acquisition, retention, segmentation, brand and competitive strategies. He began his career with EISI, creator of NaviPlan, and remained with the company through its conversion to software-as-a-service (SaaS) and its rebranding as Advicent Solutions. During his tenure at Advicent, Pietro was responsible for new business development, enterprise relationship management and, most recently, served as vice president of corporate development.
“Pietro is uniquely able to combine expertise in financial planning technology with an understanding of the needs of financial enterprises as they seek to provide advisors with the most effective technology solutions,” said RightCapital CEO Shuang Chen. “He will be a tremendous addition to our team as we extend our sales efforts to enterprise clients.”
SERIES A INVESTMENT ROUND
In December 2018, RightCapital closed a $3.7 million Series A round led by Camellia Venture Capital. Prior funding included two rounds of seed funding totaling $2.7 million during the two years following its launch in September 2015. The company has experienced enormous growth since its founding and was selected as the top financial planning software by advisors in the T3 Tech Hub/Inside Information 2017 software survey. The firm continues to add new features and integrations and increased staff by almost threefold in 2018.
“From the outset, our solution really resonated with advisors and we are gratified to have grown quickly and successfully,” said Chen. “It confirms that we are able to deliver a top-rated product, continually provide valuable enhancements and consistently anticipate the evolving needs of advisors and enterprises. This funding round will enable us to continue on that path.”
For more information, contact Anne Laffin at 203-712-7770 or email@example.com.
LIVE AT T3 IN DENTON, TEXAS
RightCapital will be exhibiting at and speaking at the T3 Technology Conference for Financial Advisors happening at the Denton Convention Center, just outside of Dallas, Jan. 29–Feb. 1, 2019.
- On Thursday, Jan. 31, 2019, from 4:45–5:15 p.m. in the Triangle Ballroom presentation, Ted Denbow, VP, head of sales for RightCapital, will talk about innovation in financial planning software.
- Attendees will also be able to see the RightCapital software in live demonstrations at the RightCapital booth in the exhibit hall.
After 15 years working with financial advisors, RightCapital co-founders Shuang Chen, CFA®, and Song Chen recognized how complex many of the industry’s leading financial planning software systems had become over time. Founded in 2015, RightCapital was created with the goal of developing next-generation financial planning software that advisors can use to simplify the financial planning experience for their clients with three main goals: an elegant, modern look and feel; interactive, easy-to-use tools that can be shared by advisors and clients; rigorous and robust calculation engine that generates accurate results quickly. For more information, visit www.RightCapital.com.
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