Get on-demand financial analysis and plans to reach your goals.

All-In-One Wealth Management

$12,800/yr average member savings*

Become a Member

Memberships starting at $2,400/yr

HOW RANGE ACCELERATES YOUR WEALTH

Your membership starts paying for itself in the first 24 hours, with interest

Save on one-off services and start growing wealth for you and your family. Powerful strategies and answers for every financial choice, all in one place.

Investments

Our planners review your investments and make you a unique game plan. Chat with us anytime, day or night when changes or questions come up.

$61/month value for planning*

$833/month value for management*

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Tax

From planning to filing — Range can do it all. All members get expert tax planning to harvest losses and avoid overpaying. And with our add-on service, we’ll file for you, too.

$61/month value for planning*

$67/month value for filing*

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Estate

Range planners help you understand your full estate and guide you on the best way to allocate your assets. Then, we work with your estate attorney, or, as an add-on service, we'll handle drafting all the Estate Plan documents for you.

$61/month value for planning*

$208/month value for document creation*

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Retirement

Our planners work for your wealth today and in the future. They’ll create a retirement plan for your unique lifestyle, savings, and vision.

$61/month value for planning*

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Insurance

Is your insurance coverage right for you? Our planners will make sure you have the right combination of coverage to protect yourself and your assets.

$61/month value for planning*

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Education

Our planners can help you quickly and easily set up a plan for your children, grandchildren, or the next generation in your life.

$61/month value for planning*

Explore

GETTING STARTED WITH RANGE

Getting started is instant

Your entire financial life could be different one week from now. From Sign-up to talking with your planner, we’re ready when you are.

Sign Up & Onboarding

Check out Range’s extensive dashboard on an optional video call with one of our experts. Ask us anything!

Choose a plan, sign up, sign in, and view your finances all in one place.

Build Your Plan

Answer 15 questions about your finances. (You’ll only do this once!)

Set a time to talk with your planner.

Meet your planner on your goal-setting video call. Follow up with questions via message anytime while waiting for your plan.

Plan & Analysis Delivery

Receive your comprehensive financial plan within one week.

Dive into a high-level overview; a video that explains your plan in detail; and a detailed financial strategy doc.

Schedule a follow-up call with your planners.

Monitor & Modify Anytime

Things change, and Range’s platform is built for that. We offer options and advice —not mandates. Modify your plan anytime.

Quarterly meetings are scheduled, but you don’t need to wait to talk to us. Message your planners anytime with questions.

Collaborate across your household

Range helps you capitalize on the best ideas in personal finance. Our Certified Financial Planners work with you to provide curated plans for your household goals.

Financial Plan

Personalized recommendations

Net worth tracking & analysis

Monthly cash flow statements

Collaborate with your partner

Retirement Plan

Full retirement projections

Tax strategy at retirement

Income & expense planning

Monte Carlo simulations

Investment Plan

Full portfolio analysis

Tailored management strategy

Best in class research and tools

Automatic quarterly review

Insurance Plan

On-going analysis

Existing policy evaluation

Convenient policy marketplace

New policy recommendations

Why we're trustworthy:

Our customers speak highly of us.

“The team is super responsive, patient, and they make finance easy to understand.”

- Platinum Member

This is a current member, that was not compensated for this testimonial.

“I love the interface as having to dos focused on my finances helps me get them done. Having trust in a system is huge for me to execute and Range really makes me feel like all my finances are in 1 organized place.”

- Premium Member

This is a current member, that was not compensated for this testimonial.

“Your perspective is exactly what I’m looking for as I begin to take my personal wealth management seriously.”

- Premium Member

This is a current member, that was not compensated for this testimonial.

We check all the boxes when it comes to privacy, security, and compliance.

We're regulated by the SEC

As a Registered Investment Advisor (RIA) we are legally required to advise in our member's best interests.

Registration does not imply a certain level of skill or training or that the SEC has endorsed the company.

CERTIFIED FINANCIAL PLANNER™ professionals

They meet the highest standard of excellence in their profession and adhere to ethical guidelines.

Information Security

We use the same security measures as big banks to keep your information safe.

Data Privacy

Your privacy is our priority. We'll never sell your data.

Industry-Leading Investors

The investors backing us are industry-leading venture capital firms and individual tech veterans who offer guidance based on their past successes.

Trusted Partners

We integrate with industry-leading partners like Plaid, MX, and Array to communicate with financial institutions.

Read-only Access

Our financial partners (from above), provide read-only access to Range, so we never transact in your actual accounts except when you explicitly hire us to manage your investments.

Data Encryption

Your data is encrypted with Advanced Encryption Standard (AES) 256-bit encryption protocol.

Still have questions?

Set up a 1:1 call with our team to get a walk through of the product. Just take a moment to create an account and fill out our form.

You can also call or text us now at 917-727-2313

Schedule a Call

*Average Member Savings - Based on a Platinum Range member with partner and children partaking in all Range offerings

*Planning (Investment, Tax, Estate, Retirement, Insurance, Education) - The average planner spends 13 hours crafting a full financial plan plus prep and host of a quarterly meeting (MoneyTree). The average planner charges between $200-$400 an hour (Nerdwallet).

*Investment Management - 1% AUM fee is common. We've assumed an average investment portfolio of 1M (USNews)

*Tax Filing - Based on the complexity of your taxes, a filing can cost on average around $800 (Business Insider)

*Estate Document Creation - If you hire an attorney to build your trust, you’ll likely pay in the range of $1,500 to $2,500 depending on the complexity (SmartAsset)

The information presented herein is for educational purposes only and does not constitute investment advice or an offer to buy or sell any security or insurance product. While we believe it to be accurate, we do not guarantee its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Hyperlinks to third-party content are intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Range Finance, Inc. Range Finance, Inc. does not sell insurance or other investment products and does not receive compensation for the referral of investment opportunities to third parties if individuals elect to purchase the investment opportunities through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.

Range Finance, Inc. does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

All third party trademarks, including logos and icons, referenced in this website, are the property of their respective owners. We provide financial planning services by making non-discretionary recommendations on a client's financial outlook. We do not manage client funds or hold custody of assets. Range Finance, Inc. is an SEC-registered investment adviser. All investing involves risk, including loss of principal. Results are not guaranteed.

Range charts and graphs are for illustrative purposes only and do not reflect actual client information. Such information, charts, and graphs are for illustrative purposes only and are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or performed in reality

Copyright © 2023 Range Finance Inc. All rights reserved.

Get on-demand financial analysis and plans to reach your goals.

All-In-One Wealth Management

$12,800/yr average member savings*

HOW RANGE ACCELERATES YOUR WEALTH

Your membership starts paying for itself in the first 24 hours, with interest

Save on one-off services and start growing wealth for you and your family. Powerful strategies and answers for every financial choice, all in one place.

GETTING STARTED WITH RANGE

Getting started is instant

Your entire financial life could be different one week from now. From Sign-up to talking with your planner, we’re ready when you are.

Sign Up & Onboarding

Check out Range’s extensive dashboard on an optional video call with one of our experts. Ask us anything!

Choose a plan, sign up, sign in, and view your finances all in one place.

Build Your Plan

Answer 15 questions about your finances. (You’ll only do this once!)

Set a time to talk with your planner.

Meet your planner on your goal-setting video call. Follow up with questions via message anytime while waiting for your plan.

Plan & Analysis Delivery

Receive your comprehensive financial plan within one week.

Dive into a high-level overview; a video that explains your plan in detail; and a detailed financial strategy doc.

Schedule a follow-up call with your planners.

Monitor & Modify Anytime

Things change, and Range’s platform is built for that. We offer options and advice —not mandates. Modify your plan anytime.

Quarterly meetings are scheduled, but you don’t need to wait to talk to us. Message your planners anytime with questions.

Collaborate across your household

Range helps you capitalize on the best ideas in personal finance. Our Certified Financial Planners work with you to provide curated plans for your household goals.

Why we're trustworthy:

Our customers speak highly of us.

“The team is super responsive, patient, and they make finance easy to understand.”

- Platinum Member

This is a current member, that was not compensated for this testimonial.

“I love the interface as having to dos focused on my finances helps me get them done. Having trust in a system is huge for me to execute and Range really makes me feel like all my finances are in 1 organized place.”

- Premium Member

This is a current member, that was not compensated for this testimonial.

“Your perspective is exactly what I’m looking for as I begin to take my personal wealth management seriously.”

- Premium Member

This is a current member, that was not compensated for this testimonial.

We check all the boxes when it comes to privacy, security, and compliance.

We're regulated by the SEC

As a Registered Investment Advisor (RIA) we are legally required to advise in our member's best interests.

Registration does not imply a certain level of skill or training or that the SEC has endorsed the company.

CERTIFIED FINANCIAL PLANNER™ professionals

They meet the highest standard of excellence in their profession and adhere to ethical guidelines.

Information Security

We use the same security measures as big banks to keep your information safe.

Data Privacy

Your privacy is our priority. We'll never sell your data.

Industry-Leading Investors

The investors backing us are industry-leading venture capital firms and individual tech veterans who offer guidance based on their past successes.

Trusted Partners

We integrate with industry-leading partners like Plaid, MX, and Array to communicate with financial institutions.

Read-only Access

Our financial partners (from above), provide read-only access to Range, so we never transact in your actual accounts except when you explicitly hire us to manage your investments.

Data Encryption

Your data is encrypted with Advanced Encryption Standard (AES) 256-bit encryption protocol.

Still have questions?

Set up a 1:1 call with our team to get a walk through of the product. Just take a moment to create an account and fill out our form.

You can also call or text us now at 917-727-2313

All-In-One Wealth Management

Investment Mangement, Retirement Planning, Estate Planning, Tax Planning