Access real-time financial data, AI, and Certified Financial Planners to make informed decisions about your portfolio—and get 0% AUM.
Range Finance, Inc. ("Range") is an SEC registered investment adviser headquartered in Tysons, Virginia.
The information presented herein is for educational purposes only and does not constitute investment advice or an offer to buy or sell any security or insurance product. While we believe it to be accurate, we do not guarantee its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Hyperlinks to third-party content are intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Range Finance, Inc. Range Finance, Inc. does not sell insurance or other investment products and does not receive compensation for the referral of investment opportunities to third parties if individuals elect to purchase the investment opportunities through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.
Range Finance, Inc. does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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.
All third party trademarks, including logos and icons, referenced in this website, are the property of their respective owners. We provide financial planning services by making non-discretionary recommendations on a client's financial outlook. We do not manage client funds or hold custody of assets. Range Finance, Inc. is an SEC-registered investment adviser. All investing involves risk, including loss of principal. Results are not guaranteed.
Range charts and graphs are for illustrative purposes only and do not reflect actual client information. Such information, charts, and graphs are for illustrative purposes only and are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or performed in reality
Copyright © 2024 Range Finance Inc. All rights reserved.
Services
Tax & investment strategy, cash flow optimization, estate planning and more — your entire financial profile and plan, all in one place.
Plus 0% AUM.
Our AI-powered platform, backed by expert planners, curates hundreds of retirement options tailored to your unique needs.
Your data is encrypted with Advanced Encryption Standard (AES) 256-bit encryption protocol.
The investors backing us are industry-leading venture capital firms and individual tech veterans who offer guidance based on their past successes.
They meet the highest standard of excellence in their profession and adhere to ethical guidelines.
Your privacy is our priority. We'll never sell your data.
We use the same security measures as big banks to keep your information safe.
As a Registered Investment Advisor (RIA) we are legally required to advise in our member's best interests.
As a Registered Investment Advisor (RIA) we are legally required to advise in our member's best interests.
We integrate with industry-leading partners like Plaid, MX, and Array to communicate with financial institutions.
Our financial partners (see above), provide read-only access to Range, so no one can ever transact in your actual accounts. However, we do have customers that explicitly hire us to manage their investments.
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To deliver the most valuable plans, we take into account all aspects of your financial situation. Everything is connected through the platform and updated in real time.
We deliver a cutting-edge interactive platform, informed by your aggregated, real time data, backed by a team of financial experts, all available for you to access 24/7.
Experience a new way to manage all aspects of your finances, with a cutting- edge platform backed by a team of financial experts.
How is Range different from working with a traditional financial advisor? How are we not? There are a few big differences. Range is built to empower you to effectively manage your finances, get advice, and plan for your future—in a simple, convenient, modern way.
One advisor is the old way of doing things. With Range, you’re supported by an entire team of financial experts—armed with proprietary tech—so you get the best advice based on your specific situation or question. Submit a question or ask for advice at any time.
No stack of printed papers here. You get a custom, sequenced, actionable and ever-evolving plan. We start with the most urgent and impactful recommendations—paired with a clear to-do list to guide you through the process. Then over time, we repeat the process with all aspects of your finances.
You’ll have access to a growing number of DIY planning tools and dashboards, so you can run some of your own projections, track and set budgeting goals, and monitor your financial situation in real time, all the time.
The All-In-One Wealth Management Platform
Use our budgeting and cash flow tools to see exactly how much money comes in, when and where it’s spent, and how unspent funds can be directed to grow your wealth.
Take care of your loved ones with a plan to ensure your life’s earnings are preserved and beneficiaries enjoy frictionless asset transfer, distributed as intended.
Range advisors provide insights and up-to-date information on how to save on pre- and post-tax income for education.
As your finances get more complex, find ways to save money on taxes and free up capital for investments. Get expert and detailed tax plans and projections to help avoid overpayment.
At our Platinum and Titanium tiers, Range will facilitate the creation of the legal documents you’ll need to deliver on your estate plan.
Tax & investment strategy, cash flow optimization, estate planning and more — your entire financial profile and plan, all in one place. Plus 0% AUM.
Experience a new way to manage all aspects of your finances, with a cutting- edge platform backed by a team of financial experts.
How is Range different from working with a traditional financial advisor? How are we not? There are a few big differences. Range is built to empower you to effectively manage your finances, get advice, and plan for your future—in a simple, convenient, modern way.
We deliver a cutting-edge interactive platform, informed by your aggregated, real time data, backed by a team of financial experts, all available for you to access 24/7.
One advisor is the old way of doing things. With Range, you’re supported by an entire team of financial experts—armed with proprietary tech—so you get the the best advice based on your specific situation or question. Submit a question or ask for advice at any time.
No stack of printed papers here. You get a custom, sequenced, actionable and ever-evolving plan. We start with the most urgent and impactful recommendations—paired with a clear to-do list to guide you through the process. Then over time, we repeat the process with all aspects of your finances.
You’ll have access to a growing number of DIY planning tools and dashboards, so you can run some of your own projections, track and set budgeting goals, and monitor your financial situation in real time, all the time.
Our AI-powered platform, backed by expert planners, curates hundreds of retirement options tailored to your unique needs.
To deliver the most valuable plans, we take into account all aspects of your financial situation. Everything is connected through the platform and updated in real time.
Use our budgeting and cash flow tools to see exactly how much money comes in, when and where it’s spent, and how unspent funds can be directed to grow your wealth.
Range advisors provide insights and up-to-date information on how to save on pre- and post-tax income for education.
Take care of your loved ones with a plan to ensure your life’s earnings are preserved and beneficiaries enjoy frictionless asset transfer, distributed as intended.
Access real-time financial data, AI, and Certified Financial Planners to make informed decisions about your portfolio—and get 0% AUM.
We’ll assess your unique risks and financial obligations to help optimize your personal insurance coverage.
At our Platinum and Titanium tiers, Range will facilitate the creation of the legal documents you’ll need to deliver on your estate plan.
As your finances get more complex, find ways to save money on taxes and free up capital for investments. Get expert and detailed tax plans and projections to help avoid overpayment.
Ready to see what an all-in-one wealth management platform has to offer?
Unlimited Access To Fiduciary Financial Advisors
Complete visibility into your entire household finances
Comprehensive Wealth Services - All In One Place
Unlimited Access To Fiduciary Financial Advisors
Transparent, Fixed Fee Pricing. No AUM Fees. No Setup Fees.
Comprehensive Wealth Management Services - All In One Place