{"best_for":["High-income professionals","Tech executives with equity compensation","Entrepreneurs","Physicians","Households earning over $200k"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/range","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/range.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-036.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: Range (https://aitoolsforbusiness.ai/range)"},"features":["AI-Powered Financial Planning: Uses algorithms to generate financial projections and scenario analysis based on user data.","Fiduciary Advisor Team: Provides access to Certified Financial Planners (CFPs), CPAs, and equity compensation specialists.","Tax Optimization Tools: Supports tax loss harvesting, tax projections, and analysis of previous year filings.","0% AUM Advisory: Provides advisory services via a flat annual fee rather than a percentage of assets under management.","Direct Indexing: Supports customized investment indexing to help manage portfolios.","Cash Savings Account: Offers cash savings with a variable APY, cited as 3.20% as of December 2025."],"freshness_status":"fresh","name":"Range","pricing_note":"Range uses a flat-fee annual membership model. Plans include Premium ($2,400/year), Platinum ($4,800/year), and Titanium ($9,950/year).","pricing_url":"https://range.com/pricing","primary_category":"Finance & Accounting","profile_last_verified":"2026-06-05T13:13:01.394Z","secondary_categories":[],"short_description":"Range is a wealth management platform that combines AI-driven financial analysis with access to a team of Certified Financial Planners for high-income households.","slug":"range","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/range","use_cases":["Equity Compensation Planning: Helping tech professionals manage ISOs, NSOs, and RSUs, including tax projections for equity events.","Comprehensive Retirement Strategy: Analyzing income needs and distribution strategies to support long-term retirement goals.","Tax Burden Reduction: Reviewing past returns and creating forward-facing projections to identify potential tax savings.","Estate and Legacy Planning: Evaluating existing estate plans and supporting the creation of wills and trust documents.","Real Estate Portfolio Analysis: Planning ownership structures and liquidity strategies for residential rental properties."],"website_url":"https://range.com/"}