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

All-In-One Wealth Management

Tax, investment, cash flow and estate planning—in one place.

“The advice has been incredible. Any time we send a question, the response has been quick, thoughtful and thorough.”

Phil and Jen

Current

Premium Members

-not compensated for this testimonial.

“My intro call with the financial advisor and initial recommendations have been sound. Really helpful learning for me on financial planning.”

Matthew

Current

Premium Member

-not compensated for this testimonial.

“Having all of my financials in one platform—especially my portfolio and tax planning—makes everything more convenient.”

Dan

Current

Premium Member

-not compensated for this testimonial.

“We’ve been impressed at how responsive the team is. They follow up quickly and have had good attention to detail when it comes to our financial plan.”

Manan and Reka

Current

Platinum Members

-not compensated for this testimonial.

“Two words for Range: super value! Beyond annual tax prep, Range provides full CFP support and a suite of DIY budgeting and planning tools‚all for just a little more than what I had been paying my previous tax provider.”

Ben

Current

Platinum Member

-not compensated for this testimonial.

“The advice has been solid. I had what I thought was a pretty simple question, but instead of giving me the answer I expected, they looked at my whole financial situation and presented a surprisingly strategic, thoughtful approach. This probably saved me thousands of dollars.”

John

Current

Premium Member

-not compensated for this testimonial.

Fiduciary Advisors
Legally bound to clients' best interests
Wealthtech 100
Industry's Top 100
CERTIFIED FINANCIAL PLANNER™ Professionals
The standard of excellence
Best-in-Class Security
Fully-encrypted data protected; 2-factor Authentication
Customer Support
5-star member satisfaction
Trusted. Proven.
Our customers speak highly of us.
“We love that Range has a team of experts working on your finances, versus just one traditional advisor.”
Apryl & Imran
Marketing & Tech Professionals
California
Current
Platinum Members
—not compensated for this testimonial.
“Range has 100% met my expectations and surpassed them. Now that I’ve been using the platform, I don’t know if I could live without it.”
Sharon
Tech Professional
California
Current
Premium Member
—not compensated for this testimonial.
“The advice has been solid. I had what I thought was a pretty simple question, but instead of giving me the answer I expected, they looked at my whole financial situation and presented a surprisingly strategic, thoughtful approach. This probably saved me thousands of dollars.”
John
Founder & CCO
California
Current
Premium Member
—not compensated for this testimonial.

The AI Difference

AI is already here. You'd need a billion superhumans to process all the financial data out there. And it changes all day. Every day. It's why you need fast, relevant guidance from Range advisors who stay current using our proprietary AI. This is the future of financial services.

Make your money work smarter
Range members are provided with a comprehensive personalized wealth management plan, and the ability to ask questions 24/7.
Investment
Access real-time financial data, AI, and certified financial planners to make informed decisions about your money.
Tax Planning
Save money on taxes and free up capital for investments. Get expert and detailed tax plans and projections to help avoid overpayment with our Platinum plan.
Estate Planning
Ensure your life’s earnings are preserved and beneficiaries enjoy frictionless asset transfer, distributed as intended.
Smarter Retirement Plans
Our AI-powered platform curates hundreds of retirement options tailored to your unique needs.
Insurance Optimization
We’ll assess your unique risks and financial obligations to help optimize your personal insurance coverage.
Education
Range advisors provide insights and up-to-date information on how to save on pre- and post-tax income for education.
Cash Flow
Range Cash Flow lets you see exactly how money comes in, when and where it's spent,  and how unspent funds could be better directed to grow wealth.
Much More
Get more involved in reaching your financial goals and avoid excessive advisory fees. Schedule a call with a Range team member today.
Get Started

Momentum starts here

Need any help? From sign-up to talking with your planner, we’re ready when you are. Call us at (917) 727-2313; or email us at info@range.com.

Privacy, Security & Compliance
We check all the boxes. Full stop.
Privacy
Data Privacy
Your privacy is our priority. We'll never sell your data.
Information Security
We use the same security measures as big banks to keep your information safe.
Security
Data Encryption
Your data is encrypted with Advanced Encryption Standard (AES) 256-bit encryption protocol.
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.
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.
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 703-261-4164
Schedule a Call

All-In-One Wealth Management

Investment Mangement, Retirement Planning, Estate Planning, Tax Planning