Range

by Range  · Based in United States → — All-in-one Wealth Management AI. Get on-demand financial analysis and plans to reach your goals.
Emergency Medicine Family Medicine Internal Medicine
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Flat-fee annual subscription with 0% aum for advisory services.
Regulatory Status Disclosed

Overview

Range is an AI-powered all-in-one wealth management platform specifically designed for high-income earners, including doctors, executives, entrepreneurs, and tech professionals. The platform aims to simplify the complexities of managing personal finances by centralizing investments, taxes, retirement planning, cash flow, real estate, and estate plans under one roof.

Utilizing advanced AI algorithms, Range generates thousands of professional-grade projections and scenarios, providing on-demand financial analysis and personalized plans to help members achieve their financial goals. Members benefit from transparent, flat-fee pricing with 0% Assets Under Management (AUM) fees for advisory services, differentiating it from traditional financial advisors. The service includes access to a team of Certified Financial Planners (CFPs) who act as fiduciaries, legally bound to act in the client’s best interests.

Key offerings include comprehensive investment balancing, tax optimization strategies, retirement income analysis, cash flow monitoring, and guidance on real estate and equity compensation. Range emphasizes robust security measures, including fully-encrypted data, 2-factor authentication, and SOC2 Type II certification, with compliance designed for GDPR. The platform is accessible via a web interface and a dedicated mobile app for iPhone.

Reviewed by Pouyan Golshani, MD — Interventional Radiologist

Key Features

  • AI-powered financial analysis and personalized plans
  • Comprehensive wealth management (investments, taxes, retirement, cash flow, real estate, estate planning)
  • Transparent, flat-fee pricing with 0% AUM for advisory services
  • Professional-grade projections and scenario planning
  • Automated account aggregation and real-time financial picture updates
  • Access to Certified Financial Planners (CFPs) and fiduciary advisors
  • Tax optimization strategies and tax filing services (Platinum/Titanium tiers)
  • Investment portfolio analysis and management
  • 2-factor authentication and bank-grade security (AES 256-bit encryption)
  • Mobile app available for iPhone

Use Cases

  • Centralizing and simplifying personal finances for high-income earners
  • Optimizing investment portfolios and building for the future
  • Reducing tax burden through strategic planning and filing
  • Planning for retirement and long-term financial freedom
  • Managing cash flow, budgeting, and real estate investments
  • Receiving personalized, proactive financial advice from AI and human experts

What Physicians Need to Know

Tax Optimization Strategies
Range offers year-round tax planning, including tax-loss harvesting, Roth conversion timing, asset location optimization, charitable giving strategies, and estimated tax payment optimization. It provides tax projections and scenario planning, with advisors analyzing prior year tax returns (Form 1040) and making recommendations. Specialized tax planning is available for complex situations such as cryptocurrency, real estate investments (e.g., 1031 exchanges, depreciation), and equity compensation (e.g., stock options, RSUs). The AI wealth advisor, Rai, also contributes to tax-aware planning.
1099/W-2 Support
Designed for high-income earners, including physicians, Range supports individuals with multiple income streams (W-2 and 1099). Its comprehensive tax planning services inherently address the tax implications of various income types, helping to identify optimization opportunities across different income sources.
Real-Time Market Data
The platform provides real-time insights and 24/7 access to financial information. Users can monitor their money in real-time through DIY planning tools and dashboards. Range aggregates data from all financial accounts (investments, bank accounts, credit cards) to offer a real-time, 360-degree view of finances, with managed accounts monitored daily.
Retirement Planning (401k/403b/457)
Range offers full-service retirement planning with Certified Financial Planners, including income needs analysis, review of current savings and contributions, and stress-testing plans. It provides personalized savings and investment strategies, such as optimizing contributions to tax-advantaged accounts like 401(k)s, 403(b)s, 457s, and IRAs. The service also assists with tax-efficient distribution strategies, Roth conversions, and Social Security claiming strategies as retirement approaches. Advanced retirement modeling, including Monte Carlo simulations, is available through its AI, Rai.
Student Loan Optimization
This feature is not explicitly detailed as a core service offered by Range.com in the provided information.
Disability Insurance Analysis
Range offers 'Insurance optimization' services, which include analyzing current risk exposure across all insurance types, specifically life and disability insurance. Advisors review existing employer-sponsored and individual disability insurance policies, evaluating coverage and proposing changes to ensure adequate protection. The platform helps determine appropriate coverage amounts based on income, expenses, and potential disability duration.
Contract Review Features
This feature is not explicitly detailed as a core service offered by Range.com in the provided information.
Crypto/Alternative Assets
Range provides expertise and unbiased advice on cryptocurrency and alternative investments. It helps navigate the complex tax implications of digital assets. Investment planning can include diversifying into new asset classes like real estate or private equity, and the Platinum tier includes alternative investment planning. Range advises that crypto should constitute a modest portion of a portfolio due to its volatility.
Multi-State Tax Support
Range offers multi-state tax support, with its Platinum tier including tax filing in up to three states, and the Titanium tier handling taxes for over three states, including complex international reporting forms. This support is crucial for high-income earners, such as physicians, who may have tax obligations in multiple jurisdictions.
Physician Tip

Range is particularly well-suited for high-earning physicians (making over $200k) with complex financial situations, offering an all-in-one platform that centralizes investment, tax, and retirement planning. Leverage the team of specialized advisors (CFPs, CPAs, tax professionals) and the AI wealth advisor, Rai, for comprehensive and proactive financial guidance. The flat-fee model with 0% AUM for advisory services can offer significant cost savings compared to traditional percentage-based fees. Utilize the real-time data aggregation to gain a 360-degree view of your finances and make informed decisions.

Range aggregates data from all linked financial accounts, including investment accounts, bank accounts, and credit cards, to provide a holistic financial overview. It offers full-service investment management through its partner, Altruist. Risk profiling is conducted with TIFIN Wealth, and its AI wealth advisor, Rai, is built upon foundational models from OpenAI and Anthropic, enhanced with Range's proprietary technology. Users can link existing accounts without needing to transfer assets to the platform.

Details

Category Physician Finance & Tax
Pricing Flat-fee annual subscription with 0% aum for advisory services.
  • Premium: $2,950 yearly; Platinum: $5,950 yearly; Titanium: $9,950 yearly
  • Prices are billed annually and require a full-year agreement
DeploymentCloud-based
Compliance
BAA AvailableUnknown AI-estimated
HIPAA CompliantUnknown AI-estimated
FDA Status N/a AI-estimated — N/A
Integrations
EHR Not specified
Specialties Emergency Medicine, Family Medicine, Internal Medicine

What the Web Says

Range (range.com) is primarily a wealth management platform designed for high-income earners, including executives, entrepreneurs, doctors, and tech professionals. It aims to centralize financial data, offering services like investment management, tax planning, estate planning, and retirement forecasting for a flat annual fee. While some users praise its comprehensive approach and responsive advisors, others have reported issues with slow service, generic advice, and a lack of proactivity.

Overall: Mixed

Strengths

  • Comprehensive financial dashboard and integrated tools for all financial aspects.
  • Flat annual fee structure, removing conflicts of interest associated with AUM fees.
  • Access to a team of fiduciary advisors and AI-powered advice.
  • Strong focus on tax planning, estate planning, and equity compensation.
  • Intuitive design and functionality with good integrations (e.g., Slack).
  • Helps remote and hybrid teams with asynchronous check-ins and efficient meetings (for the team collaboration tool).

Limitations

  • Some users experienced slow service and a lack of proactivity from advisors.
  • Advice can be generic and similar to information found online.
  • Reports tied to tagging feature, leading to missed items if not tagged properly.
  • UI has wasted space and requires clicking tabs for different views in the team collaboration tool.
  • Aggressive reminders can make users feel subpar if updates are not timely.
  • Concerns about the company's long-term stability as a startup and potential shift to AI replacing human advisors.

Based on reviews from: G2, Reddit, Capterra, Trustpilot, Range.co, Finder

Last updated: 2026-07-23

Ratings & Reviews

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Press & Coverage

Range.com
Range Raises $60M Series C to Accelerate AI-Driven Wealth Management
Range, an AI-powered wealth management platform, announced a $60M Series C funding round led by Scale Venture Partners to accelerate AI technology development, expand on the West Coast, and introduce broker-dealer services. The company aims to make sophisticated financial guidance accessible to more Americans.
2025-11
InvestmentNews
RIA startup Range plans to eliminate its advisor workforce as AI takes over
Range, a Virginia-based registered investment advisor, plans to eliminate much of its human advisor workforce within one to three years, as its AI wealth management tools, particularly 'Rai,' take over their roles. The company's CEO believes individuals under 50 or 60 will become comfortable with AI managing their finances.
2026-03
PR Newswire
AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation
Range, an AI WealthTech platform, secured $28 million in Series B funding led by Cathay Innovation, bringing its total funding to $40 million. The company's AI engine, Rai, aims to provide superior financial advice faster and at a lower cost than traditional advisors.
2024-11
Range.com
Range Announces Second Quarter 2026 Results
Range Resources Corporation announced its second quarter 2026 financial results, highlighting continued progress on its multi-year growth plan and strong free cash flow. The company repurchased $78 million of shares and paid $24 million in dividends during the quarter.
2026-07
Medium (Cathay Innovation)
Behind the Term Sheet: Range's $60M Series C
Cathay Innovation details the rationale behind leading Range's $60M Series C, emphasizing Range's AI-native wealth management platform and its success in making financial planning accessible. Range plans to launch broker-dealer services in 2026 and further develop AI agents for compliance, tax optimization, and predictive planning.
2025-12
The Block
Stablecoin compliance startup Range raises $8.3 million from fintech and crypto VCs
Stablecoin compliance startup Range raised $8.3 million in an oversubscribed Series A funding round, bringing its total funding to $11 million. The company provides a unified platform for businesses operating with stablecoins and fiat, tracking billions in monthly payment volumes.
2026-06
Pulse 2.0
Range: $60 Million Series C Raised To Advance AI-Powered Wealth Management And Add New Board Advisors
Range secured a $60 million Series C funding round to accelerate its AI-driven wealth management platform and expand its AI wealth manager, Rai. The company also added Rocket Money CEO Haroon Mokhtarzada and Scale Venture Partners' Alex Niehenke to its board of advisors.
2025-11
PMC (National Library of Medicine)
Recent Advancements in Emerging Technologies for Healthcare Management Systems: A Survey
This survey explores recent advancements in emerging technologies like IoT, AI, and Blockchain for healthcare management systems. It highlights how these technologies can enhance predictive and personalized healthcare, reduce costs, and improve data availability for actionable insights.
2023-02

Videos

Product demos, reviews, and walkthroughs for Range.

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Suggest an Edit → | Last Verified: 2026-04-22 | First Added: 2026-04-22
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