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

All-In-One Wealth Management

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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!

Discover a better wealth management experience

Fiduciary Advisor

As a Registered Investment Advisor (RIA) we are legally required to make recommendations with your best interests in mind, rather than Range’s financial benefit.

Our CFP® professionals meet rigorous educational, training, and ethical standards. They maintain the highest levels of confidentiality, with a focus on protecting and prioritizing members.

Certified Planners

All Range wealth advisors are CERTIFIED FINANCIAL PLANNER™ professionals. This means they meet the highest standard of excellence in their profession.

As a Range member, our team is available to you at all times. Simply submit a question through the dashboard to receive an answer or schedule a meeting to speak with a planner, live.

Unlimited access to our team of professionals is just one way Range is building a better, faster wealth management experience.

SEC Registered

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

The Securities and Exchange Commission (SEC) is the U.S. federal government regulatory agency which supervises the corporate sector, capital market participants, and the securities and investment instruments market. It is also tasked with protecting the investing public.

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

Built by a team that knows what success looks like

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.

You're in Charge

Engage with our planning team on an advice-only basis or opt for full investment management. We’re here to power you.

First Class Experience

Feel confident knowing that our highly qualified Range advisors are on a mission to give you an upgraded experience — whatever your financial goals are.

Speed is our Superpower

We're a leader in the WealthTech movement. Our proprietary platform delivers a holistic and efficient wealth management experience that gets better and better. Gain visibility across your entire household’s finances. Get advice for your investments, retirement, taxes, insurance, estate planning, and more — all in one thoughtfully designed dashboard.

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 integrate with vetted industry-leading partners like Plaid, MX and Array. These partnerships allow us to communicate with financial institutions and provide read-only access, meaning we don't transact or control your accounts.

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.

Fiduciary Advisor

As a Registered Investment Advisor (RIA) we are legally required to make recommendations with your best interests in mind, rather than Range’s financial benefit.

Our CFP® professionals meet rigorous educational, training, and ethical standards. They maintain the highest levels of confidentiality, with a focus on protecting and prioritizing members.

Certified Planners

All Range wealth advisors are CERTIFIED FINANCIAL PLANNER™ professionals. This means they meet the highest standard of excellence in their profession.

As a Range member, our team is available to you at all times. Simply submit a question through the dashboard to receive an answer or schedule a meeting to speak with a planner, live.

Unlimited access to our team of professionals is just one way Range is building a better, faster wealth management experience.

SEC Registered

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

The Securities and Exchange Commission (SEC) is the U.S. federal government regulatory agency which supervises the corporate sector, capital market participants, and the securities and investment instruments market. It is also tasked with protecting the investing public.

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

Still have questions? Schedule a complimentary call with a member of our team.

Interested in Range membership, but want to learn more before getting started? Simply take a moment to create an account and pick a time that works for you. A member of our team will meet with you 1:1 to walk through of the product and answer any outstanding questions you might have.

All-In-One Wealth Management

Investment Mangement, Retirement Planning, Estate Planning, Tax Planning