Best RightCapital alternatives in 2026

Looking for an alternative to RightCapital? Whether you've outgrown it, find the pricing steep, or just want to weigh your options, these are the strongest wealth management alternatives in 2026 — ranked on pricing, features, and who each one fits best. RightCapital itself starts at from $139/mo, so we've flagged where each option is cheaper, simpler, or more specialized.

1
Holistiplan
Best for: advisors
Tax planning for advisors. A popular wealth management alternative to RightCapital — from $499/yr. Particularly strong for advisors.
4.8From $499/yrVisit
2
Wealthbox
Best for: rias
If RightCapital feels like overkill or over-budget, Wealthbox is a leaner option. CRM for financial advisors. Pricing: from $45/user/mo.
4.7From $45/user/moVisit
3
Altruist
Best for: rias
Altruist goes head-to-head with RightCapital on features with a genuinely usable free tier. Custodian built for RIAs. Best suited to rias. Free.
4.6FreeVisit
4
Nitrogen
Best for: advisors
A well-rated wealth management pick. Risk and growth for advisors. Nitrogen starts at custom, making it a credible RightCapital replacement.
4.4CustomVisit
5
Orion
Best for: rias
Tech platform for advisors. A popular wealth management alternative to RightCapital — custom. Particularly strong for rias.
4.2CustomVisit
6
Advyzon
Best for: independent-advisors
If RightCapital feels like overkill or over-budget, Advyzon is a leaner option. All-in-one advisor platform. Pricing: custom.
4.7CustomVisit
7
Addepar
Best for: family-offices
Addepar goes head-to-head with RightCapital on features. Wealth data and analytics. Best suited to family-offices. Custom.
4.4CustomVisit

Still considering RightCapital itself? Read our RightCapital review →

Frequently asked questions

What is the best RightCapital alternative?

Holistiplan is our top-rated RightCapital alternative for 2026. Tax planning for advisors. From $499/yr.

Is there a free RightCapital alternative?

Yes — Altruist offers a free tier you can start on without a credit card.

Why switch from RightCapital?

Common reasons are price, a simpler feature set, better fit for a specific use case, or platform support. Each tool above notes where it has an edge over RightCapital.