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Range Raises $60M Series C to Accelerate AI-Driven Wealth Management

Oversubscribed round led by Scale Venture Partners will fuel AI-technology development, West Coast expansion, and broker-dealer services. Rocket Money CEO Haroon Mokhtarzada, Scale Venture Partners’ Alex Niehenke will join the company’s board of advisors

Latest Articles

Range's 2025 Tax-Loss Harvesting & Direct Indexing Results

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Range's 2025 Tax-Loss Harvesting & Direct Indexing Results

Introducing Instant Investment Plans

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Introducing Instant Investment Plans

Why Rai Is The AI Built for Financial Advice

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Why Rai Is The AI Built for Financial Advice

Introducing Rai: The First AI Wealth Advisor

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Introducing Rai: The First AI Wealth Advisor

Understanding Modern Wealth Management: Compare Range, Fidelity, and Others

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Understanding Modern Wealth Management: Compare Range, Fidelity, and Others

Market Outlook: VP of Investments, Taresh Batra, on What Matters Now With Your Investments

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Market Outlook: VP of Investments, Taresh Batra, on What Matters Now With Your Investments

Range Case Study: Taking An Investment Property From Loss to Profit

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Range Case Study: Taking An Investment Property From Loss to Profit

Range Case Study: Optimizing A Couple's W2 Tax Strategy

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Range Case Study: Optimizing A Couple's W2 Tax Strategy

Your 2025 Tax Planning Checklist: Essential Moves for High Earners

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Your 2025 Tax Planning Checklist: Essential Moves for High Earners

Pre-IPO Equity Tax Strategies

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Pre-IPO Equity Tax Strategies

Trump's "Big Beautiful Bill": The Complete Tax Guide for High-Income Earners

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Trump's "Big Beautiful Bill": The Complete Tax Guide for High-Income Earners

Your Company Is Going Public: How To Navigate Your Equity Decisions

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Your Company Is Going Public: How To Navigate Your Equity Decisions

"Big Beautiful Bill" Boosts QSBS Benefits for Startup Employees and Founders

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"Big Beautiful Bill" Boosts QSBS Benefits for Startup Employees and Founders

What is the QSBS Tax Exemption and Do Any of My Investments Qualify?

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What is the QSBS Tax Exemption and Do Any of My Investments Qualify?

Backdoor Roth IRA Guide 2025: How High Earners Can Bypass Income Limits

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Backdoor Roth IRA Guide 2025: How High Earners Can Bypass Income Limits

Do You Need to Pay Quarterly Estimated Taxes? A Complete Guide for High Earners

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Do You Need to Pay Quarterly Estimated Taxes? A Complete Guide for High Earners

The Mega Backdoor Roth: Maximize Retirement Savings

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The Mega Backdoor Roth: Maximize Retirement Savings

RSUs: How Restricted Stock Units Work

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RSUs: How Restricted Stock Units Work

Is Trump’s “Big Beautiful Bill” Good for US Consumers?

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Is Trump’s “Big Beautiful Bill” Good for US Consumers?

Modern Portfolio Theory Explained: A Guide to MPT for Investors

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Modern Portfolio Theory Explained: A Guide to MPT for Investors

Making the Most of Your Non-Qualified Stock Options (NSOs)

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Making the Most of Your Non-Qualified Stock Options (NSOs)

Incentive Stock Options: How ISOs Work

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Incentive Stock Options: How ISOs Work

ISO vs NSO: What’s the Difference?

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ISO vs NSO: What’s the Difference?

How to Truly Diversify Your Portfolio

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How to Truly Diversify Your Portfolio

Inflation Expectations: The Market-Survey Disconnect

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Inflation Expectations: The Market-Survey Disconnect

Tax Alpha: Boost Investment Returns Through Strategic Tax Planning

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Tax Alpha: Boost Investment Returns Through Strategic Tax Planning

Market Volatility: Why Smart Investors Stay the Course

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Market Volatility: Why Smart Investors Stay the Course

What Happens When You Die Without a Will

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What Happens When You Die Without a Will

Tax-Loss Harvesting: How Investors Can Save Thousands in Taxes

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Tax-Loss Harvesting: How Investors Can Save Thousands in Taxes

5 Wealth Protection Strategies For Your Portfolio

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5 Wealth Protection Strategies For Your Portfolio

Protecting Your Wealth During Economic Downturns

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Protecting Your Wealth During Economic Downturns

The Case for International Investing: Growing Your Wealth Beyond Borders

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The Case for International Investing: Growing Your Wealth Beyond Borders

Balancing AI Investment Potential With Smart Portfolio Diversification

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Balancing AI Investment Potential With Smart Portfolio Diversification

How to File a Tax Extension in 2025: Step-by-Step Instructions

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How to File a Tax Extension in 2025: Step-by-Step Instructions

Navigating Market Volatility in 2025

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Navigating Market Volatility in 2025

Understanding Bond Investments: Selecting the Right Fixed-Income Securities for Your Portfolio

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Understanding Bond Investments: Selecting the Right Fixed-Income Securities for Your Portfolio

Geopolitical Events: Should They Influence Your Investment Strategy?

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Geopolitical Events: Should They Influence Your Investment Strategy?

Interest Rate Shifts: Protecting and Growing Wealth in Any Environment

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Interest Rate Shifts: Protecting and Growing Wealth in Any Environment

Why Owning Only the "Magnificent Seven" Could Be a Magnificent Mistake

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Why Owning Only the "Magnificent Seven" Could Be a Magnificent Mistake

Advanced Tax-Savings Strategies for High-Income Earners

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Advanced Tax-Savings Strategies for High-Income Earners

Advanced Investment Strategies for High-Income Earners

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Advanced Investment Strategies for High-Income Earners

Understanding the FIRE Movement for Early Retirement

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Understanding the FIRE Movement for Early Retirement

Advanced Retirement Planning Strategies for High-Income Earners

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Advanced Retirement Planning Strategies for High-Income Earners

Reflecting on 2024 Market Performance and What Lies Ahead in 2025

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Reflecting on 2024 Market Performance and What Lies Ahead in 2025

4 Advanced Strategies for Real Estate Investors to Maximize Returns

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4 Advanced Strategies for Real Estate Investors to Maximize Returns

2025 Tax Guide for High-Income Households

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2025 Tax Guide for High-Income Households

Understanding Monte Carlo Simulations and How They’re Used in Wealth Management

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Understanding Monte Carlo Simulations and How They’re Used in Wealth Management

How 0% AUM Fees Can Save You Money Over Time

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How 0% AUM Fees Can Save You Money Over Time

Happy 4th Birthday, Range!

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Happy 4th Birthday, Range!

How is Equity Taxed? A Clear Guide to RSUs, ISOs, NSOs, and ESPP

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How is Equity Taxed? A Clear Guide to RSUs, ISOs, NSOs, and ESPP

Direct Indexing: What is It and Why Does It Matter?

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Direct Indexing: What is It and Why Does It Matter?

Common Estate Planning Questions Answered

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Common Estate Planning Questions Answered

AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation

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AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation

Post-Election Market Update: What it means for your money

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Post-Election Market Update: What it means for your money

2024 End of Year Tax Planning Checklist

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2024 End of Year Tax Planning Checklist

Tax-Loss Harvesting — What is it and how does it work?

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Tax-Loss Harvesting — What is it and how does it work?

Understanding the Tax Advantages of Real Estate Ownership

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Understanding the Tax Advantages of Real Estate Ownership

Smart Tax Strategies for Your Equity Compensation

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Smart Tax Strategies for Your Equity Compensation

An Introduction into Range's Holistic Services

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An Introduction into Range's Holistic Services

Breaking Down the Fed's Recent Rate Cut

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Breaking Down the Fed's Recent Rate Cut

HELOC: Should I have one and how can I use it?

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HELOC: Should I have one and how can I use it?

1031 Exchange: What is it and how does it work?

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1031 Exchange: What is it and how does it work?

Annuities: Are they worth the investment?

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Annuities: Are they worth the investment?

ETFs vs Mutual Funds. What’s the difference?

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ETFs vs Mutual Funds. What’s the difference?

Meme Stocks: What are they and what do you need to know?

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Meme Stocks: What are they and what do you need to know?

LLC vs S Corp: How should I register my business?

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LLC vs S Corp: How should I register my business?

HSA: What is an HSA and should I be funding one?

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HSA: What is an HSA and should I be funding one?

Realtor Commission: How a lawsuit settlement could change homebuying.

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Realtor Commission: How a lawsuit settlement could change homebuying.

IPO: What do I need to know about Initial Public Offerings?

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IPO: What do I need to know about Initial Public Offerings?

Investment Property Q&A: Are closing costs tax deductible?

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Investment Property Q&A: Are closing costs tax deductible?

Irrevocable Trust: Do you need one?

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Irrevocable Trust: Do you need one?

Secure 2.0 Act: Changes for 2024 and Beyond

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Secure 2.0 Act: Changes for 2024 and Beyond

What is ESG Investing? And should you consider ESG funds or ETFs?

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What is ESG Investing? And should you consider ESG funds or ETFs?

The bitcoin ETF era has arrived. What does that mean for you?

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The bitcoin ETF era has arrived. What does that mean for you?

Is your rental property income passive or active?

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Is your rental property income passive or active?

What does it mean to “buy gold,” and should you buy gold or gold ETFs?

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What does it mean to “buy gold,” and should you buy gold or gold ETFs?

Bonus Depreciation: What is it and can I take advantage?

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Bonus Depreciation: What is it and can I take advantage?

Cheat Code: Double your pre-tax retirement contribution with a 457(b).

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Cheat Code: Double your pre-tax retirement contribution with a 457(b).

2023 Year-End Tax Tips: A checklist for wrapping up the year in taxes.

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2023 Year-End Tax Tips: A checklist for wrapping up the year in taxes.

Cheat Code: Get a low interest rate with assumable mortgages.

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Cheat Code: Get a low interest rate with assumable mortgages.

Five Reasons You Should Graduate From DIY to a CPA or Tax Professional

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Five Reasons You Should Graduate From DIY to a CPA or Tax Professional

Three Things to Know About SECURE Act 2.0

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Three Things to Know About SECURE Act 2.0

Reflecting on your 2022 financial goals

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Reflecting on your 2022 financial goals

Inflation, interest rates, and what it all means

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Inflation, interest rates, and what it all means

Alternative Holiday Gifting Ideas

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Alternative Holiday Gifting Ideas

Year-end tax moves from a financial planner

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Year-end tax moves from a financial planner

I want to improve my finances, where should I start?

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I want to improve my finances, where should I start?

Ask a Certified Financial Planner: Taxes

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Ask a Certified Financial Planner: Taxes

Do You Need A Revocable Living Trust? Here are 3 Reasons to Consider One

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Do You Need A Revocable Living Trust? Here are 3 Reasons to Consider One

Pay yourself first - the 80/20 budget

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Pay yourself first - the 80/20 budget

Can I afford to take a sabbatical?

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Can I afford to take a sabbatical?

How can I be smart when giving to charity?

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How can I be smart when giving to charity?

What should I know about Alternative Minimum Tax (AMT)?

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What should I know about Alternative Minimum Tax (AMT)?

How can I buy an investment property?

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How can I buy an investment property?

How do I combine finances with my partner?

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How do I combine finances with my partner?

I'm changing jobs. What financial moves should I make?

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I'm changing jobs. What financial moves should I make?

How should we redefine financial advice in 2022?

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How should we redefine financial advice in 2022?

Should I pay down debt, save, or invest?

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Should I pay down debt, save, or invest?

How should I be thinking about a modern investment philosophy?

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How should I be thinking about a modern investment philosophy?

Home Buying Series - Part III: What's the process?

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Home Buying Series - Part III: What's the process?

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‍¹ Range Finance, Inc. pricing and additional information can be found at Range.com/pricing. As described in our Discretionary Advisory Agreement, Range uses the services of TAMPs to manage your assets. While often no additional fees are charged by the TAMPs, on occasion for some strategies, an asset-based fee is charged directly by the TAMPs. Range does not receive any portion of the fee charged by the TAMPs. You will be notified before Range recommends investment in a TAMP strategy where this fee may be charged.
‍² 3.45% APY for the Altruist Cash accounts (‘Altruist Cash’), as of October 2025. The Annual Percentage Yield (‘APY’) is variable and may change at any time. The amount of interest you will receive on your deposits will vary based on a number of factors. Accrued interest is paid on the last business day of the month directly into the Altruist Cash account. For addition information please visit Altruist and its disclaimers.
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