AI TOOL PROFILE
Range: AI-Powered Wealth Management
- Finance and Accounting
- Financial Planning
- High-income professionals
- Tech executives with equity compensation
- Entrepreneurs
- Physicians
- Households earning over $200k
Pricing
Range uses a flat-fee annual membership model. Plans include Premium ($2,400/year), Platinum ($4,800/year), and Titanium ($9,950/year).
At a glance
- Best for
- High-income professionals, Tech executives with equity compensation, Entrepreneurs, Physicians, Households earning over $200k
- Key use cases
- Equity Compensation Planning, Comprehensive Retirement Strategy, Tax Burden Reduction, Estate and Legacy Planning, Real Estate Portfolio Analysis
- Integrations
- Plaid, MX, Yodlee
- Official website
- Visit Range official website
How AI is used
Range is a wealth management platform designed for high-income earners, including executives, doctors, and tech professionals. The tool integrates aggregated financial data with AI-driven projections to help users plan for retirement, taxes, and estate needs.
Instead of a single advisor, the service uses a team-based approach involving Certified Financial Planners, tax professionals, and equity compensation specialists to provide guidance across different financial domains within one interface.
Buyers should note that the service is structured in membership tiers. While foundational planning is available at the entry level, services such as tax filing, estate document creation, and complex K-1 management are available in higher-priced plans.
As an SEC-registered Investment Advisor and fiduciary, Range is legally required to act in the best interests of its members.
Key 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.
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.
Integrations
- Plaid
- MX
- Yodlee
FAQ
How does Range's pricing differ from traditional advisors?
- Range charges a flat annual membership fee (starting at $2,400/year) and does not charge Assets Under Management (AUM) fees for its advisory services.
What is the difference between the membership tiers?
- Premium provides foundational planning; Platinum adds tax filing, projections, and estate document creation; Titanium supports more complex situations like international taxes and higher volumes of K-1s.
Is Range a fiduciary?
- Yes, Range is an SEC-registered Investment Advisor (RIA) and is legally required to act in the best interests of its members.
Who is Range designed for?
- Range is designed for high-income households, such as tech professionals, entrepreneurs, and doctors earning over $200k.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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