Range
Flat-fee AI wealth management with human advisors
About
Range is a wealth management firm built around AI instead of percentage-based fees: clients pay a flat annual fee ($3,000–$10,000 per year depending on plan) and get a human advisory team plus an internal AI wealth manager called Rai. The firm reports 5,000+ clients and $400M in assets (company claim, 2025) and raised a $60M Series C. Flat fees can be a bargain at high balances and expensive at low ones, and Range is still a young firm, so its track record is short.
What it can do
- AI wealth manager (Rai)
- Flat-fee financial planning
- Tax and equity compensation planning
- Retirement and estate planning
- Human advisor team
Setup
- Book an intro call on range.com
- Pick a plan tier based on your planning needs
- Link accounts and complete the financial onboarding
- Meet your advisor team and set up ongoing planning
Prerequisites
US-based; annual flat fee of $3,000–$10,000 depending on plan tier
Use cases
Works with
Trust score — 7/10
Scored 7/10 (verified tier, metrics-v1). Evidence: 5,000+ clients and $400M assets per 2025 company claims; $60M Series C signals continued investment; Proprietary platform; flat-fee model is transparent but young. License: Proprietary commercial service; membership required..
How the trust score is built
Full methodology →- Adoption · stars/downloads, log-scaled vs peers
- 7.0/10
- Maintenance · recency, releases, issue load
- 7.0/10
- Openness · license + docs
- 3.0/10
- Manual review · sanity read + red-flag check
- 7.0/10
- · 5,000+ clients and $400M assets per 2025 company claims
- · $60M Series C signals continued investment
- · Proprietary platform; flat-fee model is transparent but young
Sources
Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.