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R

Range

Range runs an AI-powered financial platform combining investment, tax, retirement, estate and insurance services for high-income households, with flat fees and 0% AUM on advisory.

Range is a financial technology company that operates an AI-powered, all-in-one platform for high-income households. The platform consolidates investment management, tax planning, retirement planning, estate planning and insurance optimization into a single service, replacing the fragmented multi-advisor model with real-time financial visibility and personalised action plans. It charges a flat fee and levies 0% AUM on advisory services. The company cites research that 99% of Americans lack access to quality financial planning because of high costs and investment minimums, and positions itself as a way to widen that access.

Central to the product is Rai, an AI advisor that provides ongoing visibility into a customer's finances and generates personalised action plans. Rai is paired with human specialists, including Certified Financial Planners, CPAs and equity-compensation experts, who handle questions such as stock-option planning, tax optimisation and estate structures. The company's technical work spans artificial intelligence, AI advisory systems and wealth-management software.

Range operates in the United States and targets high earners navigating complex finances - equity compensation, tax strategy, estate planning and insurance - who would otherwise rely on spreadsheets and separate advisers. The engineering and product culture combines AI systems with human financial expertise, and the stated mission is to make professional-grade financial advice broadly accessible.

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