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

All-In-One Wealth Management

Become a Member
personal finance for individuals and couples
Built for individual or household finances
SEC Registered
SEC Registered
Investment Advisor
Chat with Certified Financial Advisors
In house
financial planners
Buy a $1.1M House

$1,400,00

👍 Down payment is on track
Projected Net Worth

$1,783,245

🎈 Retire comfortably at 52
Cash Runway

9 months

☂️ Good to go!

How Range WOrks

The Range experience seamlessly upgrades your wealth management to first-class.

Step 1

Welcome to your family office

Range is the single source for all of your wealth management needs. Your journey begins through our thoughtfully designed dashboard, engineered to simplify financial management. Unify your household's finances, communicate directly with a  Financial Planner and access a suite of tools that simplify financial planning - all in one place.

Become a Member

Step 2

Meet your team of advisors

Range membership gives you unlimited access to our team of in-house CERTIFIED FINANCIAL PLANNER™ Professionals. We’ll kick the relationship off with an initial planning call, so we can get to know you better, understand your needs and craft a financial plan tailored to your goals.

After that, whenever you need support, simply send your question through the Range dashboard. A planner will get back to you with an answer tailored to your specific financial picture.

Become a Member

Step 3

Relax and let us do the rest

Once the initial onboarding is complete you’ll have access to all your financial plans right in the Range dashboard. Range will help you execute each one from end-to-end. As we work through each plan you can use the mobile or desktop app to monitor your progress. We’ll handle all the technical stuff so that you can focus on the things that matter most to you.

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

Our Promise

The Range experience is held to the highest bar.

Fiduciary Standard

As a Registered Investment Advisor (RIA) we are legally required to make recommendations with your best interest in mind, rather than our own financial benefit.

Certified and in house

Range employs a team of CERTIFIED FINANCIAL PLANNER™ professionals. Our CFP® meet rigorous education, training and ethical standards. They are completely objective, committed to serving our members’ best interests, and maintain the highest levels of confidentiality at all times.

SEC Registered

Range Finance, Inc. ("Range") is an SEC registered* investment adviser.

The Securities and Exchange Commission (SEC) is the national government regulatory agency charged with supervision over the corporate sector, the capital market participants, and the securities and investment instruments market, and the protection of the investing public.

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

Compliance

Range adheres to financial industry best practices and continually reviews and updates our security policies to ensure your data is protected. We have policies in place around data security, access control, physical security, network security, and more. We are engaging with industry security experts to review and audit our systems to ensure we exceed industry compliance standards.

Sign In Security

At sign up we’ll ask you to verify your email.  Then each time you return to Range our multi-factor authentication system makes the sign-in process easy and secure.

Additionally, authenticated sessions with Range are terminated when you log out or after a short period of inactivity.

Never sell your data

Privacy is our top priority. We’re here to help you achieve financial wellness, not sell your data.

Encrypted Data

Data Encryption: Your data is encrypted with Advanced Encryption Standard (AES) 256-bit encryption protocol. Encryption keeps your data private and safe.

At Rest Encryption: Our databases and file storage servers, including all automated backups, are encrypted. At rest encryption prevents unauthorized data retrieval.

In Transit Encryption: All data is encrypted in transit via Transport Layer Security (TLS) protocol when moving between your browser, and all Range systems. TLS securely connects your browser to our servers.

Industry leading investors

We have a group of amazing investors behind us.  A mix of industry leading venture capital firms and individual tech veterans who are helping us build by learning from their past success.

Third-Party Partners

We vet and integrate with industry leading partners like Plaid, MX and Array to communicate with financial institutions. Our partners provide read only access to Range, meaning we don't transact or control your accounts.

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