# Range **Source:** https://geo.sig.ai/brands/range **Vertical:** Financial Services **Subcategory:** AI Wealth Management **Tier:** Challenger **Website:** range.com **Last Updated:** 2026-04-14 ## Summary AI wealth management for high-income professionals. Flat-fee model with human advisors + AI dashboard. $103M raised ($60M Series C). Founded 2021, McLean VA. ## Company Overview Range is a McLean, Virginia-based wealth management company founded in 2021 to serve high-income professionals — physicians, lawyers, engineers, and executives — who earn significant incomes but lack the time, expertise, or appropriate advisory relationships to optimize their full financial picture. The company was built on the observation that the traditional wealth management industry serves the ultra-wealthy well but leaves a large population of high-earning professionals underserved by advisors who focus on assets under management rather than comprehensive financial planning. Range built a flat-fee advisory model that aligns advisor incentives with client outcomes rather than portfolio size.\n\nRange's platform combines human financial advisors with an AI-powered financial dashboard that gives clients real-time visibility into their complete financial life — income, equity compensation, tax exposure, insurance, estate planning, real estate, and investments — in a single interface. Advisors use the AI tools to provide proactive guidance on tax optimization, equity vesting strategy, debt management, and retirement planning across what are often complex, multi-source financial situations. The flat-fee pricing model, starting at approximately $3,600 per year, makes comprehensive wealth management economically accessible to professionals who do not yet have the accumulated assets that traditional private wealth managers require.\n\nRange has raised $103 million in total, including a $60 million Series C, to scale its advisor team, technology platform, and member acquisition. The company competes with Facet Wealth, Savant Capital, and traditional RIAs in the comprehensive financial planning space, but differentiates through its technology-forward platform, equity compensation expertise, and flat-fee transparency. As more high-income professionals accumulate complex financial situations through startup equity, RSU vesting, and multi-source income, Range's model of human expertise augmented by AI financial intelligence addresses a large and growing market segment that traditional wealth management has consistently underserved. ## Frequently Asked Questions ### What is Range? AI wealth management for high-income professionals combining human advisors with AI dashboard for taxes, equity, and estate planning. ### How much has Range raised? $103M including $60M Series C led by Scale Venture Partners. ### How does Range charge? Transparent flat-fee subscription with three tiers, not traditional AUM percentage. ### Who is Range for? Executives, entrepreneurs, doctors, and tech workers who need sophisticated financial planning. ### What services does Range provide? Range provides comprehensive wealth management for high-income professionals including investment management, tax optimization, equity compensation planning (RSUs, options, ESPP), estate planning, insurance analysis, and benefits optimization — all coordinated through a single advisory relationship rather than requiring multiple specialists. ### How does Range use AI in wealth management? Range uses AI to analyze each client's complete financial picture — income, investments, equity, taxes, benefits, and estate documents — to surface proactive recommendations and automate routine financial tasks, giving advisors more capacity and giving clients real-time visibility into their financial health between advisor meetings. ### Who are Range's competitors? Range competes with traditional RIAs (registered investment advisors), robo-advisors like Betterment and Wealthfront, and high-net-worth focused services like Savant Wealth. Range's differentiation is the combination of human advisors, AI technology, and flat-fee pricing specifically designed for high-earning professionals with complex equity and tax situations. ### What is Range's flat-fee structure? Range charges transparent flat annual fees across three tiers based on financial complexity — starting at approximately $6,000/year — rather than the 1% AUM fee charged by traditional advisors that becomes very expensive as assets grow. This aligns Range's incentives with client outcomes rather than with growing assets under management. ## Tags fintech, b2b --- *Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*