About CapitalROCK

CapitalROCK, LLC provides rule-based product validation / selection tools and needs-based customer analytics to the financial services industry.   CapitalROCK was founded in 2007 by a group of industry experts that have been building customer relationship and wealth management solutions for the financial services market for 30 years. CapitalROCK provides a systematic process to help advisors validate and/or select the best product types and products for each individual client’s needs and preferences.   

CapitalROCK’s RightBRIDGE® product selection tools focus on providing unbiased suggestions using a scoring engine and ReasonText™ that explain why a product  fits a client’s needs.  RightBRIDGE® helps advisors determine which products available on their product shelf are best suited to meet their clients’ needs, objectives and preferences.   An advisor can also self select a product and use the RightBRIDGE® product validation process to confirm the product meets their clients’ needs, objectives and preferences.  Firms are using the RightBRIDGE® technology to integrate Best Interest into their process as a business practice regardless of the constantly changing regulatory landscape.

CapitalROCK Values

Everything we do at CapitalROCK is guided by the following 5 core principles:

Customer Focused

We listen to our customers and respond positively to their needs.


We do what we say we are going to do.


We maintain a positive upbeat work environment. We solve problems rather than complain about them.


We don’t wait to be told what to do.  We search for high impact problems to solve and get to work solving them.


We feel a deep responsibility to meet our commitments to our customers and co-workers.  If we make a mistake, we own up to it and fix it rather than find excuses.