News, Vision & Voice for the Advisory Community


RightCapital confirms secret SoFi deal that involves both B2C and 25 CFPs, landing it with MoneyGuidePro and eMoney as one of the Big Three financial planners, industry survey says

The eight year-old Shelton, Conn. start-ups cited its NDA in declining comment on the freemium SoFi deal but confirmed Fortune article and keeps plugging with RIA application day job

Author Oisin Breen June 9, 2023 at 12:53 AM
no description available
Shuang Chen: Business has been going very well.
Brooke Southall and Keith Girard contributed to the editing of this article.

Related Moves

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM

Mentioned in this article:

RightCapital LLC
Financial Planning Software
Top Executive: Shuang Chen

Brian Murphy

Brian Murphy

June 13, 2023 — 4:37 AM
Congrats on all firms mentioned in forging ahead in a difficult market environment (RightCapital, SoFi & New Retirement). That said, I think these products are all at risk of being leap-frogged by real-time, integrated approaches to financial planning that ties planning to portfolio management, lending, insurance, etc. Watch for this over next few years.

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo