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.
Funding
$40.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
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.
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.
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