Range

All-in-one AI wealth management platform for high-income professionals

Fintech 📍 Reston, VA Founded 2020

Current Valuation

Private

as of 2024-Q4

PRIVATE

Range is an AI-powered wealth management platform that bundles financial planning, investing, budgeting, estate services, tax planning, and tax filing into a single consumer product targeted at high-income professionals and mass-affluent households. The pitch is to deliver the experience that ultra-high-net-worth families get from multi-family offices - at a fraction of the cost, via AI. Range raised a $28M Series B in November 2024 led by Cathay Innovation, bringing total funding to ~$50M.

Company Profile

CEO

Fahad Hassan

Founded

2020

Reston, VA

Employees

~50

Total Raised

$50M

Growth

Series B growth; replacing traditional financial advisors with AI

Last Round

Series B — $28M (Nov 2024) · Lead: Cathay Innovation

IPO Status

private

Founders & Key People

Fahad HassanSteve Pradhan

Investors

Cathay Innovation · Gradient Ventures · Scale Venture Partners

Products

Range AI WealthTech Platform
Financial planning + investment management
Estate, tax planning, and tax filing
Budgeting and cash-flow tools

Competitors

Wealthfront · Personal Capital (Empower) · Facet Wealth · Farther · Compound

WealthTechAIFinancial PlanningHigh EarnersFintech