Privacy Policy

Last Updated:  May 17, 2024

Range Finance, Inc., Range Advisory, LLC, and Range Tax (collectively, “Range” “we,” “us,” or “our”), know that data privacy is very important to you.  We have created this privacy policy (the “Privacy Policy”) to describe what kinds of personal information we may obtain through:

  • Our website located at www.range.com (the “Site”);
  • Out AI-enhanced wealth management platform, which is made available to you through our Site (the “Platform”);
  • Our personalized financial advice mobile application, which are accessible through tablets, smart phones, and other devices (the “App”);
  • Any other website, mobile application, or digital property that links to this Privacy Policy; and 
  • When you interact with us in any other way.

By accessing or using the Site, the Platform, the App, or any other website, web application, or digital property that links to this Privacy Policy (collectively, the “Digital Properties”), you may access or use our investment advisory and related services (collectively, the “Services”).  Our Services are only available to individuals aged 18 or older. If you are under the age of 18, you may not use our Services. 

By accepting this Privacy Policy, accessing or using any Digital Properties, the Services, or otherwise manifesting your assent to this Privacy Policy, you agree to be bound by this Privacy Policy. If you are accepting this Privacy Policy on behalf of your employer or another organization, you hereby certify that you are authorized to bind such party to the terms of this Privacy Policy. If you do not agree to (or cannot comply with) all of the terms of this Privacy Policy you may not access or use the Digital Properties or the Services.

Capitalized terms not defined in this Privacy Policy shall have the meaning set forth in our Terms of Service (https://www.range.com/public/terms).

This Privacy Policy will help you understand the following:

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Table of Contents

I. INFORMATION WE COLLECT

1. Contact Information

2. Account Information

3. Payment Information

4. Information obtained automatically from your online activity

5. Information Obtained From Third-Party Analytics Services

6. Information Obtained From Other Sources

II. INFORMATION COLLECTED THROUGH THE DIGITAL PROPERTIES AND/OR SERVICES THAT IS NOT COVERED BY THIS PRIVACY POLICY

III. INFORMATION USE AND SHARING

IV. YOUR CHOICES

V. HOW WE PROTECT YOUR INFORMATION

VI. RETENTION OF YOUR INFORMATION

VII. CHILDREN’S PRIVACY

VIII. EXTERNAL WEBSITES AND THIRD PARTIES

IX. DO NOT TRACK

X. NOTICE TO CALIFORNIA RESIDENTS

XI. NOTICE TO NEVADA RESIDENTS

XII. IMPORTANT NOTICE TO NON-U.S. RESIDENTS

XIII. UPDATES TO THIS PRIVACY POLICY

XIV. HOW TO CONTACT US

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‍I. INFORMATION WE COLLECT 

In the course of operating the Digital Properties, providing the Services and/or interacting with you, Range collects and/or receives the following types of information, which may include personal information.

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Contact Information

We collect contact information through our Digital Properties and Services, which typically includes name, email address, phone number, and any information provided in messages to us (“Contact Information”). We use Contact Information for purposes such as providing information about the Services, responding to your inquiries, sending you email alerts (including marketing emails), verifying your identity, maintaining our waitlist for clients seeking to open a Member Account, or providing you the Services. 

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Account Information

Member Accounts:  To access and use our Services, you will need to access our Platform and/or download the App (available on iOS and Android), and open one or more accounts with Range (each a “Member Account”). In order to open Member Account(s), you will be required to provide certain information in addition to Contact Information such as your date and country of birth, nationality,  passport numbers (or numbers associated with other government issued identification), Social Security Number or Tax ID, gender, marital status, photo, employer name and address, information about the beneficiaries you choose to list, including the beneficiaries name, birth date and Social Security Number, financial information such as bank account and payment card details, suitability information, income, revenue, and other sources of funds, account balance, credit scores, tax information and other information about financial situation, investment objectives, stock restrictions, approximate net worth, and risk preferences and tolerance. 

We reserve the right to accept or decline any application(s) for Member Accounts in our sole and absolute discretion. 

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Investment Advisory Agreements and Tax Preparation Agreements 

Once we approve your application for a Member Account, you will be required to acknowledge certain disclosures and enter into various agreements with Range which may include, but are not limited to, investment advisory agreements, tax preparation agreements, and subscription agreement(s) (collectively, “Investment Advisory Agreements”). Range may request that you provide ACH transfer information or wiring instructions in connection with the Services. Applicable fees and payment terms are described in the Investment Advisory Agreements. 

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Payment Information

In order to purchase Services, you may be required to provide our third party payment processor(s) such as Stripe (“each a “Payment Processor”) with certain credit or debit card information, ACH transfer information or wiring instructions (collectively, the “Payment Information”).  We do not obtain access to the Payment Information. Our Payment Processor(s) will collect on our behalf information about your payment for Services (“Transaction Information”). By using the Services, you acknowledge and agree that if and to the extent your Payment Information, Transaction Information, and/or any other information is collected by or transferred to Stripe, or any other Payment Processor, such information will be governed by its applicable privacy policy, and that you expressly agree to the terms of such privacy policy.  You hereby expressly grant us the right, power, and authority to access and transmit your information as reasonably necessary for the Payment Processor(s) to provide its services to you in connection with your use of our Services. 

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Information obtained automatically from your online activity

When you access or use any of our Digital Properties and/or Services, we use browser cookies, pixels, web server logs, web beacons, and similar technologies (collectively, “Tracking Technologies”) to automatically collect or receive certain standard technical information and other data (such as traffic data, location data, logs and other communications data) sent to us by your computer, mobile device, tablet, or any other device over time on our Digital Properties, and your online activity across third party websites, apps, and devices. We may also evaluate your computer, mobile phone, or other access device to identify any malicious software or activity that may affect the availability of our Digital Properties and Services. 

When you access or use any of our Digital Properties and/or Services, advertising companies, analytics networks and providers, and other third parties may use Tracking Technologies to collect information about your online activities over time and across different websites, apps, online services, digital properties and devices. 

The data we or third parties collect automatically may include personal information and/or statistical data that may not identify you personally; however, we or third parties may maintain, combine, or associate it with personal information collected in other ways or received from third parties. We and/or third parties use this information to (i) enhance the performance and functionality of our Digital Properties and/or Services; (ii) personalize your experience with the Digital Properties and/or Services, understand how you use our Digital Properties and/or Services, maintain a persistent session, and improve and further develop our Digital Properties and/or Services; and (iii) serve targeted and other advertising, and provide custom experiences, across other sites, apps, online services, digital properties and devices, measure how the ads perform, and for analytics purposes. 

The Tracking Technologies used on the Digital Properties and Services include the following, among others: 

Cookies: Cookies are small packets of data that a website stores on your computer’s hard drive so that your computer will “remember” information about your visit. In addition to collecting information, we use cookies to help us authenticate users, provide content of interest to you, analyze which features you use most frequently, and measure and optimize advertising and promotional effectiveness. To do this, we may use both session cookies, which expire once you close your web browser, and persistent cookies, which stay on your computer until you delete them. For information regarding your choices regarding Cookies, please see Section IV of this Privacy Policy.

Local Storage Technologies: We may use local storage technologies, like HTML5, that provide cookie-equivalent functionality but can store larger amounts of data on your device outside of your browser in connection with specific applications. 

Web Beacons: We use Web beacons, also known as pixel tags or clear GIFs, to demonstrate that a webpage or email address was accessed or opened, or that certain content was viewed or clicked. 

Third Party Sites: When access to the Digital Properties and/or Services is made available to you through third-party sites, such as social media, please be aware that these other sites maintain their own policies regarding Tracking Technologies and the collection and use of information. You are responsible for reviewing those policies. 

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Information Obtained From Third-Party Analytics Services

We use third-party analytics services (such as Google Analytics) to evaluate your access and use of the Digital Properties and the Services, compile reports on activity, collect demographic data, analyze performance metrics, and collect and evaluate other information relating to device and internet usage. These third party analytics services use cookies and other Tracking Technologies to help analyze and provide us the data. By accessing or using any of the Digital Properties and/or the Services, you consent to the processing of data about you by these analytics providers in the manner and for the purposes set out in this Privacy Policy. The information used by such analytics services is generally at the aggregate level. Google and other services may associate such data with visitation information collected from our Digital Properties. 

We may add to or change these third-party analytics services from time to time. For more information on our analytics services, including how to opt out from certain data collection, please visit the sites below. Please be advised that if you opt out of any service, you may not be able to use the full functionality of the Digital Properties or the Services. If you have any questions, or to request a current list of our third-party analytics services, please contact us as set forth in Section XIII (“How to Contact Us”).

For more information on Google Analytics, including how to opt out from certain data collection, please visit https://www.google.com/analytics.  

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Information Obtained From Other Sources

Social Media: We maintain a presence on LinkedIn, Facebook, Twitter and other social media and third-party sites, including our accounts, pages and related activities. We may collect personal information when you visit or use social media, including when you access our Digital Properties or Services from social media. We will do so in accordance with the terms of use and privacy policies of those sites, apps and applicable law. Personal information may also be collected by the third-party social media sites that host our social media pages. These sites may provide aggregate information and analysis to us about visitors’ use of our social media pages. This allows us to better understand and analyze our user growth, general demographic information about the users of these pages, and interaction with the content that we post. Overall, this information may be used to help us understand the types of visitors and users of our social media pages and use of the content. This Privacy Policy does not cover personal information collected by such third-party social media sites. For more information on their privacy and security practices please review the privacy policies and terms of use on their respective websites.

Service Providers: We may collect or receive your personal information from third party service providers such as credit bureaus and service providers (e.g., providers of Anti-Money Laundering (“AML”) or Know Your Customer (“KYC”) services).

Government and Public Sources: As permitted by applicable law, we may also collect or receive your personal information from publicly available government records, directories, and sources such as courts, tax authorities, government agencies, regulatory authorities, and law enforcement.

Inferences: We may collect or receive inferences, which are assumptions or extrapolations that have been drawn from your information to create a profile which may include your preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities and aptitudes.

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‍II. INFORMATION COLLECTED THROUGH THE DIGITAL PROPERTIES AND/OR SERVICES THAT IS NOT COVERED BY THIS PRIVACY POLICY

You may voluntarily post and share information including, but not limited to comments through forums and other similar features available from time to time through the Digital Properties and/or the Services. None of the information you provide through the use of these features is protected by this Privacy Policy including any personal information. THIS PRIVACY POLICY DOES NOT APPLY TO ANY INFORMATION (INCLUDING PERSONAL INFORMATION) THAT YOU PROVIDE USING ANY SUCH FEATURES. ALL SUCH INFORMATION IS PUBLIC INFORMATION AND MAY BE VIEWED, COLLECTED, USED, MODIFIED AND/OR DISCLOSED FOR ANY PURPOSE BY RANGE, AND ANY USER OF THE DIGITAL PROPERTIES AND THE SERVICES.

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III. INFORMATION USE AND SHARING

We may use and share your personal information as set forth below:

  • To onboard you as a client for the Services;
  • When you use the Services, for identity verification, credit, AML, KYC checks, or other due diligence efforts;
  • To provide the Services including servicing, maintaining and protecting your Member Account(s), and processing  transactions in your Member Account(s);
  • To monitor, support, analyze, and improve the Services;
  • To communicate with you regarding the Services and your Member Account(s);
  • To fulfill your requests for information regarding new or improved products and services;
  • To engage in marketing, advertising, and tracking activities, and evaluate the efficacy of our efforts, provided that, where required under applicable law, we will obtain your prior opt-in consent to send electronic marketing communications and/or our newsletter;
  • To engage research, project planning, troubleshooting problems, and detecting and protecting against error, fraud, or other criminal activity;
  • To protect the safety and security of our Services, businesses and customers;
  • To third-party contractors and service providers that provide services to us in the operation of our business and assistance with the Services, such as technical support for our Digital Properties, servicing Member Account(s), and providing services such as administrators, custodians, marketing and advertising companies, payment processors, consulting service organizations, IT and cloud service providers, among others; 
  • To create and disclose aggregated, anonymous, user statistics and other information to (i) affiliates, agents, business partners, and other third parties; (ii) describe the Services to current and prospective business partners; and (iii) other third parties for lawful purposes; 
  • To share some or all of your information with our parent company, subsidiaries, affiliates or other companies under common control with us;  
  • To fulfill our legal and regulatory requirements;
  • To comply with applicable law, such as to comply with a subpoena, or similar legal process, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request;
  • To assess or complete a corporate sale, merger, reorganization, sale of assets, dissolution, investment, or similar corporate event where we expect that your personal information will be part of the transferred assets; 
  • To audit our internal processes for compliance with legal and contractual requirements or our internal policies;
  • To prevent, identify, investigate, and deter fraudulent, harmful, unauthorized, unethical, or illegal activity, including cyberattacks and identity theft; and
  • Otherwise, with your consent.

We will take reasonable measures (e.g., by contract) to require that any party receiving any of your personal information from us, including for purposes of providing the Services, undertakes to: (i) retain and use such information only for the purposes set out in this Privacy Policy; (ii) not disclose your personal information except with your consent, as permitted by applicable law, or as permitted by this Privacy Policy; and (iii) generally protect the privacy of your personal information. Additionally, certain services may be provided through independent third parties, including but not limited to, tax preparation, estate document drafting and investment management, that are not affiliated with Range, and may operate under their own privacy policies.

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‍IV. YOUR CHOICES

Update Information: If the personal information we have for you changes, you may correct, update, or delete it by contacting us as set forth in Section XIV of this Privacy Policy. Clients may correct, update, or delete some of their personal information directly in their Member Account(s). We will use commercially reasonable efforts to process all such requests in a timely manner. You should be aware, however, that it is not always possible to completely remove or modify information in our databases.  Additionally, we will retain and use your information (or copies thereof) as necessary to comply with our legal and/or regulatory obligations, resolve disputes, and enforce our agreements. 

Marketing Communications: You may manage your receipt of marketing and non-transactional communications by clicking on the “unsubscribe” link located on the bottom of any of our marketing emails. Please note that you cannot opt out of receiving transactional e-mails. 

Cookie Management: Most browsers let you remove or reject cookies.  To do this, follow the instructions in your browser settings.  Many browsers accept cookies by default until you change your settings.  Please note that if you set your browser to disable cookies or other Tracking Technologies, the Digital Properties and/or the Services may not work properly.  For more information about cookies, including how to see what cookies have been set on your browser and how to manage and delete them, visit www.allaboutcookies.org. 

You will need to apply these opt-out settings on each device from which you wish to opt-out.  We cannot offer any assurances as to whether the companies we work with participate in the opt-out programs described above. 

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‍V. HOW WE PROTECT YOUR INFORMATION

We take commercially reasonable steps to protect your information from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. We use Secure Sockets Layer (SSL) and other transmission technologies to encrypt your information so as to prevent unauthorized access in transit. Please understand, however, that no security system is impenetrable. Please note that although we employ industry-standard security measures to safeguard the security of your information, no transmissions made on or through the Internet are guaranteed to be secure. Therefore, we cannot ensure the absolute security of any information you transmit to us, and you use our Digital Properties and Services and provide us with your information at your own risk.

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‍VI. RETENTION OF YOUR INFORMATION

We will retain your personal information for as long as it serves the purpose(s) for which it was initially collected as stated in this Privacy Policy or subsequently authorized. We will also retain and use your personal information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. If your customer relationship with Range ends, we will not destroy your information unless required or permitted by law. We will continue to treat your personal information in accordance with this Privacy Policy and applicable laws.

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‍VII. CHILDREN’S PRIVACY

Our Services are only available to individuals aged 18 or older, and we do not knowingly collect personal information from any person under the age of 18. If an individual under the age of 18 has provided us with personal information, a parent or guardian of that child may contact us and request that such information be deleted, and we will endeavor to delete that information from our databases.

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VIII. EXTERNAL WEBSITES AND THIRD PARTIES

Unless explicitly stated otherwise, our Privacy Policy addresses only our use and disclosure of information we collect from and/or about you in your interactions with Range and the Services. If you choose to disclose information to third parties, the use and disclosure restrictions contained in this Privacy Policy will not apply, as we do not control the privacy policies of such third parties, nor are we subject to them. 

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The Digital Properties and Services may also contain hyperlinks to other third-party websites or apps (“External Websites”).    We have no control over the privacy practices or the content of any of our business partners, advertisers, sponsors, or External Websites to which we provide hyperlinks. As such, we are not responsible for the content or the privacy policies of those External Websites. You should check the applicable third-party privacy policy and terms of use when visiting any External Websites. 

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‍IX. DO NOT TRACK

As discussed above, third parties such as advertising networks and analytics providers may collect information about your online activities over time and across different websites when you access or use the Services. Currently, various browsers offer a “Do Not Track” option, but there is no standard for commercial websites. At this time, we do not monitor, recognize, or honor any opt-out or do not track mechanisms, including general web browser “Do Not Track” settings and/or signals.

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‍X. NOTICE TO CALIFORNIA RESIDENTS

Pursuant to Section 1798.83 of the California Civil Code, residents of California have the right to obtain certain information about the types of personal information that companies with whom they have an established business relationship (and that are not otherwise exempt) have shared with third parties for direct marketing purposes during the preceding calendar year, including the names and addresses of those third parties, and examples of the types of services or products marketed by those third parties. If you wish to submit a request pursuant to Section 1798.83, please contact us via email at legal@range.com.   

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XI. NOTICE TO NEVADA RESIDENTS

We do not sell your personal information as defined under Nevada law. Nonetheless, if you are a resident of Nevada, you have the right to opt-out of the sale of certain personal information to third parties. You can exercise this right by contacting us at legal@range.com with the subject line “Nevada Do Not Sell Request” and providing us with your name and the email address associated with your Account.

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XII. IMPORTANT NOTICE TO NON-U.S. RESIDENTS

The Digital Properties, the Services and our servers are operated in the United States. Please be aware that your information, including your personal information, may be transferred to, processed, maintained, and used on computers, servers, and systems located outside of your state, province, country, or other governmental jurisdiction where the privacy laws may not be as protective as those in your country of origin. If you are located outside the United States and choose to use the Digital Properties and/or Services, you consent to any transfer and processing of your personal information in accordance with this Privacy Notice, and you do so at your own risk.

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XIII. UPDATES TO THIS PRIVACY POLICY

This Privacy Policy is effective as of the date stated at the top of this Privacy Policy. We may update this Privacy Policy from time to time and without prior notice to you to reflect changes in our privacy practices. We will indicate at the top of this Privacy Policy when it was most recently updated, and we encourage you to revisit this page periodically to stay aware of any changes. By accessing the Digital Properties or the Services after we change this Privacy Policy, you are deemed to have accepted such changes. 

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‍XIV. HOW TO CONTACT US

If you have any questions or comments about this Privacy Policy, our privacy practices, please email us at legal@range.com or write to us at: Range Finance, Inc., 440 Monticello Ave Ste 1802 PMB 32321, Norfolk, Virginia 23510-2670 

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Range

440 Monticello Ave Ste 1802 PMB 32321
Norfolk, Virginia 23510-2670 

703-261-4164

legal@range.com

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Range
®
Northern VA
8270 Greensboro Dr.
Suite 910
McLean, VA 22102
703-261-4164
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9th Floor
New York, NY 10017
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Range Advisory, LLC (“Range Advisory” or “the Firm”) is an SEC registered investment adviser. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.
By using this website, you accept and agree to Range Advisory’s Terms of Service and Privacy Policy.
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Range Advisory has prepared the non-password protected pages of this website (the “Website”) for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of Range Advisory.
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Investment management and advisory services are provided by Range Advisory to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current Advisory Agreement, for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.
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Unless otherwise noted, any statement regarding an individual’s experience with Range Advisory contained herein were made by persons who, as of the date of the statement, were either clients of the Firm (or persons affiliated with clients of the Firm) who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of Range Advisory's clients or their experiences. Such statements do not guarantee future performance or success.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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For additional information about Range Advisory’s services, please refer to our Legal & Compliance Disclosure, Form ADV Part 2A, and Client Relationship Summary.

*Current member, not compensated for this testimonial.
**We are not estate attorneys, Range is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.

‍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 4 % APY is the national average interest rate for savings accounts as posted on  FDIC.gov, as of February 20, 2024. The Annual Percentage Yield (“APY”) for the Altruist Cash accounts (“Altruist Cash”) 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.
3 APY Interest rate is impacted by the federal funds rate and is adjusted in line with changes made by the Federal Reserve.
4 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.

Range Advisory and Range Tax are wholly owned subsidiaries of Range Finance, Inc.

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