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Range
Range markets itself as an all-in-one wealth management platform combining a team of credentialed advisors with a unified financial management portal.
Range
Range markets itself as an all-in-one wealth management platform combining a team of credentialed advisors with a unified financial management portal. The firm operates as a Registered Investment Advisor, legally bound to a fiduciary standard. Its stated service model offers tiered memberships — Premium, Platinum, and Titanium — scaling from foundational advice to complex multi-state and international tax planning. Range describes deploying Certified Financial Planners, CPAs, IRS Enrolled Agents, Equity Compensation Associates, and CFAs into cross-disciplinary teams for each member. The firm’s website notes that its advisors previously worked at institutions including JP Morgan, Goldman Sachs, UBS, and Vanguard. The platform aggregates a member’s financial data to provide what Range calls on-demand analysis across investing, retirement, tax, and estate planning. Range positions its Titanium tier for clients with highly complex tax profiles, specifically those with over five K-1s, tax obligations in more than three states, or international tax situations. The firm maintains an in-house tax and estate document creation capability as part of its upper-tier memberships, blurring the line between a technology platform and a traditional multi-family office. Range’s structural differentiator is its attempt to scale comprehensive family-office-style advice — spanning tax, estate, equity compensation, and investment management — through a platform layered with salaried in-house experts rather than a referral network. This model makes multi-disciplinary fiduciary advice available at a price point driven by software efficiency, a departure from the typical single-advisor or outsourced specialist approach in the RIA channel.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Sector focus
Frequently asked questions
Is Range a technology platform or a traditional advisory firm?
Range operates as a hybrid. It holds the legal designation of a Registered Investment Advisor, not a pure software vendor. However, its service is delivered through a proprietary platform designed to aggregate a client's complete financial picture, with advice provided by teams of salaried in-house experts rather than a network of external partners.
What professional credentials does Range's advisory team hold?
According to its website, Range's in-house advisory staff includes Certified Financial Planners, Certified Public Accountants, IRS Enrolled Agents, Equity Compensation Associates, Chartered Financial Analysts, and Chartered Retirement Plans Specialists. The firm states that its advisors have prior experience at institutions including JP Morgan, Goldman Sachs, and Vanguard.
How does Range's tiered membership structure work?
Range segments its service into three tiers: Premium, Platinum, and Titanium. Premium provides foundational wealth management without tax projections or estate document creation. Platinum adds tax projections and estate document drafting. Titanium is designed for ultra-complex tax situations involving numerous K-1s, multi-state filings, and international tax obligations.
Is Range structured as a single family office or a multi-family office?
Range most closely resembles a technology-enabled multi-family office. It serves multiple families through a membership model, providing comprehensive family-office-style services — including investment management, tax planning, and estate planning — under one fiduciary roof, rather than managing the capital of a single family.
What investment services does Range offer, and how are they managed?
Range's website lists investment management and retirement planning as core components of its offering, though it does not publicly detail its specific investment strategies, asset allocation models, or whether it builds portfolios from individual securities or funds. The service is bundled with tax and estate counseling, suggesting a coordinated planning-first approach.
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