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

All-in-one wealth management.

Get modern financial advice for investing, taxes, and more—with no hidden fees.

Range All-In-One Wealth Management Dashboard
Investments
Balance your portfolio and build for the future.
Tax
Optimize your strategy to reduce your tax burden.
Retirement
Choose the smartest path to financial freedom.
Cash Flow
Have a plan and monitor your progress.
Real Estate
Understand how Real Estate impacts your portfolio & taxes.
Modern financial advice,
built just for you.
Designed for high income households.
Finance Reimagined
Range has been designed for high-income earners—executives, entrepreneurs, doctors, and tech professionals. If you make over $200k, join thousands of members who are making smarter, faster financial moves.
Discover upside in any scenario.
Professional Grade Projections
Range generates thousands of advanced projections that calculate your goals and account for market changes. Our advanced algorithms take  every one of your data points and project multiple scenarios. You’ll discover new opportunities and shine light on upsides you may have missed.
Receive transparent, flat-fee pricing and 0% AUM on Range’s advisory services.
If you’re working with a traditional advisor or brokerage, there’s a good chance you’re paying an Assets Under Management fee (AUM)—which could be up to 1% of your assets. It can add up over time—big time. As a true fiduciary, Range offers 0% AUM1 for our advisory services.
Get organized with everything in one place.
It Just Works
Staying in control of your wealth shouldn’t be complicated. No more scattered accounts, siloed data or back-and-forths with different services. Set it up once, and Range updates your entire financial picture automatically.
We’re your thought partner and team.
A Fresh Point of View
The way the world thinks about money has changed. It’s not just about numbers—it’s about preserving and growing the lifestyle you’ve built. At Range, we’re not advisors or algorithms. We’re your thought partner, helping you make bold, clear decisions to build your future.
Trusted experts.
Best-in-Class Security
Fully-encrypted data protected; 2-factor Authentication.
Certified Financial Planners
Delivering expert advice with the highest standard of excellence.
Fiduciary advisors you can trust.
Legally bound to act in your best interests, always.
Wealthtech 100 recognized leader.
Industry's Top 100, as a leader in technology and innovation.
It's time to change
your financial outlook.
Connect accounts and activate your dashboard.
Aggregate all of your accounts, complete onboarding to help us understand your current situation and priorities. Once this is complete, you’ll meet with a Range Financial Planner.
Start with your first interactive plan.
Based on your financial roadmap, your team will deliver individual planning modules, each with clear steps to complete and track.
Uncover insights and build financial projections.
Use DIY planning tools and dashboards, so you can run your own projections, track budgeting goals, and monitor your money in real time.
And your wealth can keep scaling.
Access to Advice
Get advice from experts 24/7. Ask questions, get answers on anything about your money.
Work with a Team
Range offers a team that has deep specialization in investment strategies, startup equity, taxes, real estate, crypto and more.
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.
Frequently asked questions.
How are you different from my financial advisor?
Will I have one advisor?
What are your experts’ qualifications?
Is Range a fiduciary?
What’s the difference between Premium, Platinum and Titanium?

All-In-One Wealth Management

Investment Mangement, Retirement Planning, Estate Planning, Tax Planning