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

Where high earners and professionals accelerate their wealth.

$11,552/yr average member savings

Explore your membership. Connect with our team.


Your membership starts paying for itself in the first 24 hours, with interest

Save on one-off services and start growing wealth for you and your family. Powerful strategies and answers for every financial choice, all in one place.

Our planners review your investments and make you a unique game plan. Chat with us anytime, day or night when changes or questions come up.
$366/month value*
Tax Plan & Filing
From planning to filing — Range can do it all. All members get expert tax planning to harvest losses and avoid overpaying. And with our add-on service, we’ll file for you, too.
$240/month value*
Range planners review your Will and Estate documents and propose changes. Then, we work with your estate attorney, or, as an add-on service, we’ll handle drafting all the Estate Plan documents for you.
$50/month value*
Our planners work for your wealth today and in the future. They’ll create a retirement plan for your unique lifestyle, savings, and vision.
$250/month value*
Is your insurance coverage right for you? Our planners will make sure you have the right combination of coverage to protect yourself and your assets.
$334/month value*
Education Planning
Our planners can help you quickly and easily set up a plan for your children, grandchildren, or the next generation in your life.
$22/month value*
Coming Soon


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 extensive dashboard on an optional video call with one of our experts. Ask us anything!

Choose a plan, sign up, sign in, and view your finances all in one place.

Build Your Plan

Answer 15 questions about your finances. (You’ll only do this once!)

Set a time to talk with your 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.

Dive into a high-level overview; a video that explains your plan in detail; and a detailed financial strategy doc.

Schedule a follow-up call with your planners.

Monitor & Modify Anytime

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

Quarterly meetings are scheduled, but you don’t need to wait to talk to us. Message your planners anytime with questions.

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

Why we're trustworthy:

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, that 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, that 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 (from above), provide read-only access to Range, so we never transact in your actual accounts except when you explicitly hire us to manage your 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

*Investments - This number is based on the fees of traditional wealth advisors, charging $400/hour for four 1.5-hour-long calls annually and 1% AUM fee on a $200,000 investment account. Source:
*Tax Plan & Filing - This number is based on a CPA with a rate of $120/hour dedicating 3 working days to advise and complete one tax return. Source:
*Estate - This number is based on the initial cost of setting up a trust-based estate plan for a single person. Source:
*Retirement - This number is based on four 1.5-hour-long annual calls with a financial planner charging $500 hourly. Source:
*Insurance - Based on a one-time, industry-standard, 100% commission on a $4 million life insurance policy — the recommended coverage for a 35-year-old earning $200,000 annually with a $500,000 mortgage. Source:,
*Education Planning - This number is based on an industry average expense ratio of 0.53%, and an account of $50,000. Source:

All-In-One Wealth Management

Investment Mangement, Retirement Planning, Estate Planning, Tax Planning