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

All-In-One Wealth Management

Unlock your money's full potential

Get Started

$12,800/yr average member savings*


Range payback starts on day one

Access powerful growth strategies and fast answers to complex financial questions, all in one place. Acquiring wealth begins with saving on one-off services.

We'll review your investments to create a personalized game plan just for you . Contact us 24/7; anytime changes or questions come up.
$61/month value for planning*
$833/month value for management*
From planning to filing — Range can do it all. All members can 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*
We'll help you understand your estate and guide you on the best ways to allocate assets. We'll also work with your estate attorney, or, as an add-on service, we'll draft the Estate Plan documents for you.
$61/month value for planning*
$208/month value for document creation*
Engage with our planners to prepare for your future. They’ll create a flexible retirement plan based on your unique lifestyle, savings, and vision.
$61/month value for planning*
What's the right insurance coverage for you? Range planners will work to understand your life's unique risks to ensure you have the right combination of protection coverage.
$61/month value for planning*
Our planners can help you set up a flexible savings plan to fund education for the next generations in your life.
$61/month value for planning*


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 interactive dashboard on an optional video call, or ask us anything on a quick phone call with one of our experts.

Build Your Plan

Answer a set of relevant questions about your finances. (You'll only do this once with Range)

Set a time to talk with your Range 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.

Join a video call with your planner that explains your financial plan and related strategy in detail.

Schedule a follow-up call with your planners.

Monitor & Modify Anytime

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

You don’t need to wait for a quarterly meeting to talk to us. Message your planners with questions anytime or request a meeting and we'll make it happen.

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

Trusted. Proven.

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, who 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, who 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, who 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.


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 (see above), provide read-only access to Range, so no one can ever transact in your actual accounts.  However,  we do have customers that explicitly hire us to manage their  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

*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)

All-In-One Wealth Management

Investment Mangement, Retirement Planning, Estate Planning, Tax Planning