Case Study: Optima Capital Management grows to $75 million AUM with RightCapital

Optima Capital Management grows to $75 million AUM with RightCapital

Optima Capital Management, an RIA founded by Todd Bendell and Jonathan Elliott, sought a dynamic and interactive financial planning software after launching their new firm. Having left a wirehouse where they used an internal system, their challenge was to find a more fluid platform to support their planning-first approach for clients. They discovered RightCapital through industry resources.

The solution was RightCapital's intuitive financial planning platform, which became integral to their sales process. By using it to create plans for every prospect, they achieved significant results, growing their assets under management to over $75 million in just a few years. The software provided the necessary tools to model scenarios and create "a-ha moments" for clients, directly driving behavior changes and facilitating efficient client collaboration and onboarding.

Optima Capital Management