About Range

Range offers a wealth management dashboard that integrates financial analytics and expert advisory services tailored for high earners. This platform enables users to optimize their investment strategies and track their financial health in real-time, addressing the complexities of managing substantial wealth.

```xml <problem> Many high-income earners find it challenging to manage their wealth effectively due to the complexities of investments, taxes, and long-term financial planning. Traditional financial advisors can be expensive, often charging fees based on assets under management (AUM), which may not align with the client's best interests. This creates a need for accessible, transparent, and comprehensive wealth management solutions tailored to the unique needs of high-income households. </problem> <solution> Range provides an all-in-one wealth management platform that combines financial analytics, expert advisory services, and automated tools to help high-income earners optimize their financial strategies. The platform offers services such as investment management, tax planning, retirement planning, estate planning, and cash flow optimization, all under a transparent, flat-fee pricing model with 0% AUM fees for advisory services. Members gain access to a team of financial advisors with expertise in areas like investment strategies, startup equity, taxes, real estate, and crypto, who provide personalized guidance and support. Range's platform consolidates financial data into a single dashboard, offering real-time insights and projections to help users make informed decisions and achieve their financial goals. </solution> <features> - Comprehensive wealth management platform integrating investment, tax, retirement, estate, and cash flow planning - Access to a team of financial advisors with expertise in various financial domains - Personalized financial plans with clear action items and goal tracking - Advanced financial projections that account for market changes and individual data points - Tax analysis and planning to reduce tax burden, including tax loss harvesting and projections - Estate planning services, including evaluation of existing documents and creation of basic estate plans - Equity compensation planning for ISOs, NSOs, RSAs, and RSUs - DIY planning tools and dashboards for budgeting, cash flow projections, and real-time monitoring - 0% AUM for advisory services, with transparent, flat-fee pricing </features> <target_audience> Range is designed for high-income households, including executives, entrepreneurs, doctors, and tech professionals, who earn over $200k and seek comprehensive, affordable wealth management solutions. </target_audience> <revenue_model> Range operates on a tiered, flat-fee subscription model, with plans like Premium at $2,400/year, Platinum at $4,800/year, and Titanium at $8,955/year, offering varying levels of services and support based on the complexity of the client's financial situation. </revenue_model> ```

What does Range do?

Where is Range located?

Range is based in McLean, United States.

When was Range founded?

Range was founded in 2020.

How much funding has Range raised?

Range has raised 40680000.

Location

McLean, United States

Founded

2020

Funding

40680000

Employees

91 employees

Major Investors

Cathay Innovation

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Range

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Executive Summary

range.com 3K+

Crunchbase

Founded 2020 – McLean, United States

Funding

Estimated Funding

$20M+

Major Investors

Cathay Innovation

Team (75+)

No team information available.

Company Description

Problem

Many high-income earners find it challenging to manage their wealth effectively due to the complexities of investments, taxes, and long-term financial planning. Traditional financial advisors can be expensive, often charging fees based on assets under management (AUM), which may not align with the client's best interests. This creates a need for accessible, transparent, and comprehensive wealth management solutions tailored to the unique needs of high-income households.

Solution

Range provides an all-in-one wealth management platform that combines financial analytics, expert advisory services, and automated tools to help high-income earners optimize their financial strategies. The platform offers services such as investment management, tax planning, retirement planning, estate planning, and cash flow optimization, all under a transparent, flat-fee pricing model with 0% AUM fees for advisory services. Members gain access to a team of financial advisors with expertise in areas like investment strategies, startup equity, taxes, real estate, and crypto, who provide personalized guidance and support. Range's platform consolidates financial data into a single dashboard, offering real-time insights and projections to help users make informed decisions and achieve their financial goals.

Features

Comprehensive wealth management platform integrating investment, tax, retirement, estate, and cash flow planning

Access to a team of financial advisors with expertise in various financial domains

Personalized financial plans with clear action items and goal tracking

Advanced financial projections that account for market changes and individual data points

Tax analysis and planning to reduce tax burden, including tax loss harvesting and projections

Estate planning services, including evaluation of existing documents and creation of basic estate plans

Equity compensation planning for ISOs, NSOs, RSAs, and RSUs

DIY planning tools and dashboards for budgeting, cash flow projections, and real-time monitoring

0% AUM for advisory services, with transparent, flat-fee pricing

Target Audience

Range is designed for high-income households, including executives, entrepreneurs, doctors, and tech professionals, who earn over $200k and seek comprehensive, affordable wealth management solutions.

Revenue Model

Range operates on a tiered, flat-fee subscription model, with plans like Premium at $2,400/year, Platinum at $4,800/year, and Titanium at $8,955/year, offering varying levels of services and support based on the complexity of the client's financial situation.