Range Finance, Inc.

Range Finance is an all-in-one wealth management AI tool that provides modern financial advice for investing, taxes, and more. It offers on-demand financial analysis and plans to help high-income earners reach their goals.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Non-technical

About

What is Range Finance, Inc.?

Range Finance offers an all-in-one wealth management platform designed for high-income earners such as executives, entrepreneurs, doctors, and tech professionals. The platform provides modern financial advice for investing, taxes, retirement, cash flow, and real estate, all with transparent, flat-fee pricing and 0% AUM for advisory services. Users can aggregate all their financial accounts, receive professional-grade projections with advanced algorithms, and access a team of Certified Financial Planners, tax professionals, and other experts. Range Finance acts as a fiduciary, legally bound to act in its members' best interests, and offers personalized guidance through interactive plans and DIY planning tools.

Best used for

Ideal for high-income professionals who need to centralize their investments, optimize tax strategies, and plan for retirement. Especially valuable for those seeking comprehensive financial guidance from certified experts with transparent, flat-fee pricing and advanced projection tools.

Common actions

manage wealth

optimize taxes

plan retirement

monitor cash flow

get financial advice

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Capabilities

Key features

Unified financial management
Professional-grade projections
Flat-fee advisory services
Certified Financial Planners access
Tax optimization strategies
Estate planning assistance
Real-time financial monitoring

Target Audience

startup founderaccountantproduct manager

Integrations

Not yet documented

Pricing & Plans

Paid

Free

FAQs

What is the difference between Range's Premium, Platinum, and Titanium tiers?

The Premium tier offers foundational wealth management for relatively straightforward finances. Platinum includes tax projections and estate document creation for more complex situations. Titanium is for very complex finances, including multiple income streams, international tax situations, and numerous K1s.

Does Range Finance offer a single financial advisor?

No, Range Finance provides a team-based approach. You'll have access to a team of experts, including Certified Financial Planners, tax professionals, and estate planning experts, to address various aspects of your financial life, rather than a single advisor.

Is Range Finance a fiduciary?

Yes, Range Finance is a Registered Investment Advisor (RIA) and is legally required to act as a fiduciary, meaning they must make recommendations that are in your best interests. Their CFP® professionals adhere to rigorous ethical standards.

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