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AI for Investors

Range — AI for Investment, Venture Capital & Trading

Unified wealth management AI for VCs and investors to holistically manage equity, taxes, and portfolio strategy.

Integrates all your accounts to provide fiduciary advice and financial projections with a flat-fee model.

Best forAI for Investors
DifferentiatorCombines AI projections with a team of fiduciary experts for a flat fee (0% AUM).
ProofSEC Registered Investment Advisor, used by 'thousands of members'.
Explore Range
Pro from$3,950/year
6.9 Zekai
Holistic Personal Wealth AI
AI for Investment, Venture Capital & Trading
Ease of Use
7.6
Accuracy
7.4
Value
6.8
Time Saving
5.8
1,000+Users
6.9/10Zekai Score
Fiduciary Advisors0% AUM FeesSEC RegisteredAI ProjectionsTax Optimization
📊 Independently reviewed and scored. How we score →
✍️ Reviewed by Zekai Editorial Team · Updated August 7, 2026
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Zekai Verdict

What is it?
Range is an all-in-one wealth management platform for investment professionals and high-income earners.
Best for
Best for tech-savvy investment professionals seeking a consolidated view of their personal wealth and proactive…
Not ideal for
No single dedicated advisor relationship; uses a team-based model
Price
$3,950/year
Zekai Score
6.9/10
Visit official site ↗Compare alternatives →Why this score →
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Hand-scored by Zekai

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⚡ Quick answer

For professionals in Investment, Venture Capital & Trading, Range is a leading AI-powered wealth management platform. It excels by consolidating all personal financial data—from investments and equity compensation to real estate—into a single dashboard. Its combination of AI-driven projections and a team of fiduciary experts (CFPs, CPAs) provides holistic, strategic advice without the typical 1% AUM fee, making it ideal for managing complex wealth generated from the industry.

CategoryWealth Management
Best ForVCs and investors managing complex personal wealth.
Price FromOn request
FreeNo
DifferentiatorCombines AI projections with a team of fiduciary experts for a flat fee (0% AUM).
ProofSEC Registered Investment Advisor, used by 'thousands of members'.
Rating6.9/10
📖 About Range

Range is an all-in-one wealth management platform for investment professionals and high-income earners. It consolidates investment, tax, retirement, and real estate data to provide AI-driven projections and access to a team of fiduciary advisors, including CFPs and CPAs.

How It Works

Your workflow, automated

1
Connect Accounts
Aggregate all of your financial accounts and complete onboarding to establish your current situation and priorities.
2
Receive Your First Plan
Based on your financial roadmap, your team delivers individual planning modules with clear, trackable action steps.
3
Uncover Insights & Project Scenarios
Use DIY planning tools and dashboards to run your own projections, track goals, and monitor your wealth in real time.
Ready to automate your workflow with Range?
Explore Range →
Real Impact

Before & After

❌ Before

Juggling separate advisors for investments, taxes, and estate planning with no unified strategy.

Fragmented financial view
✅ After

A single, integrated platform providing holistic financial projections and expert advice.

Unified wealth dashboard
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Optimize investment portfolio for tax efficiency

Analyze my current investment portfolio and suggest strategies for tax loss harvesting and direct indexing to minimize my tax burden. I want to understand how these strategies can improve my overall returns while balanci…

Plan for retirement with complex income streams

Help me develop a retirement income strategy considering multiple income streams from investments, potential real estate, and equity compensation. I need projections and simulations to ensure financial freedom and optimi…

Understand equity compensation impact on taxes

I have RSUs, NSOs, and ISOs. Provide an analysis of my equity compensation plan, including strategies for holding or selling, early exercise analysis, and projections for the tax implications. I need to understand the be…

AI Prompts

Prompts for Investors

Prompt 01 Data Room Diligence Prompt
You are a VC analyst. I have uploaded a startup's data room, which includes their financial model, cap table, and three sample customer contracts. Review these documents and answer the following, citing the source document for each claim: 1…
Prompt 02 Ticker Snapshot & Key Metrics
Act as a financial analyst for a retail investor. I will provide a stock ticker. Your task is to provide a concise, one-page snapshot. **Ticker:** `[[Insert Ticker, e.g., AAPL]]` **Provide the following in a structured report:** 1. **Compa…
Prompt 03 10-K/10-Q Summary for Red Flags
[[Paste full text of the 10-K filing here]]
See all 19 AI prompts for Investors →
Social Proof

Trusted by 1,000+

1,000+ professionals using this tool
Ease of Use
7.6
Accuracy
7.4
Value
6.8
Time Saving
5.8

"Having a team of advisors available 24/7 means I can get thoughtful, personalized responses to any financial question. It's like having a financially savvy friend who actually knows your complete financial picture."

Justin L., COO · June 2026

"The advice has been solid. They looked at my whole financial situation and presented a surprisingly strategic, thoughtful approach. This probably saved me thousands of dollars."

John F., Founder & CCO · May 2026

"The platform is powerful for modeling scenarios, and the 0% AUM fee is a huge plus. However, I sometimes miss having a single, dedicated advisor who I can build a long-term relationship with."

Sarah K., Angel Investor · April 2026

"The advice has been great, and the way the plans are delivered allows me to quickly see all of my action items in one place."

Kam T., Tech Professional · March 2026
1,000+ professionals are already using this tool.
See Plans & Pricing →
Connects With

Range integrations

Bank Accounts Brokerage Accounts Retirement Accounts (401k, IRA) Real Estate Holdings Crypto Portfolios Equity Compensation Platforms
Setup complexity: Intermediate
Range is an all-in-one wealth management platform for investment professionals and high-income earners. It consolidates investment, tax, retirement, and real estate data to provide AI-driven projections and access to a team of fiduciary advisors, including CFPs and CPAs.
Comparison

Best Range alternatives

Compared to a traditional financial advisor at a large brokerage, Range offers a modern, tech-centric experience with significant cost savings via its 0% AUM fee structure. Choose Range if you are a tech-savvy professional who values a consolidated digital dashboard, data-driven projections, and access to a diverse team of specialists for specific questions. Opt for a traditional advisor if you prioritize a single, dedicated point of contact for a long-term personal relationship and prefer a more hands-off, full-service delegation of your wealth management.

The decision

Is Range worth it?

Return on investment
By eliminating a typical 1% AUM fee on a $2M portfolio, Range can save an investor $20,000 annually, justifying its flat-fee structure within the first year.
Built for
VC Partners, Angel Investors, Fund Managers, and Founders managing complex personal wealth from carried interest, equity compensation, and diverse investments.
Effort to adopt
Intermediate
Compliance
Range Advisory, LLC is an SEC registered investment adviser (RIA) and acts as a legal fiduciary. Advisors include Certified Financial Planners (CFP®) and other accredited professionals. Data is fully encrypted with 2-factor authentication.
Who It's For

Why Investment, Venture Capital & Trading choose this tool

🎯
Built for
Best for tech-savvy investment professionals seeking a consolidated view of their personal wealth and proactive, team-based financial advice without AUM fees.
In-Depth Overview
For Venture Capital partners, angel investors, and fund managers, managing personal wealth is as complex as managing a portfolio. Range is built for this complexity. Instead of paying a traditional advisor a percentage of your assets (AUM), Range uses a transparent flat-fee model with 0% AUM, a significant cost saving on large, illiquid portfolios. It centralizes everything—from carried interest and stock options to real estate and public market investments—into a single dashboard. The platform's AI generates thousands of projections, allowing you to model scenarios for exits, tax liabilities, and new investments. Crucially, this tech is paired with a team of human experts, including Certified Financial Planners (CFPs), tax professionals (CPAs), and Equity Compensation Associates (ECAs). This means you get specialized advice on complex equity structures common in VC without having to coordinate multiple advisors. As a registered fiduciary, Range is legally bound to act in your best interest, providing an integrated strategy for growing the wealth you've built.

Key Use Cases

💰
Model the tax impact of a portfolio company exit
VC Partner
Use Range's scenario planning tools and tax experts to project capital gains tax liabilities and optimize the timing and structure of personal liquidity events.
Thousands saved in taxes
✓ Pros
Fiduciary advice from a team of specialists (tax, equity, estate)
0% AUM fee model is highly cost-effective for large portfolios
Holistic view across all financial accounts in one dashboard
Powerful scenario and projection modeling for major financial events
Specifically designed for high-income professionals with complex finances
· Cons
No single dedicated advisor relationship; uses a team-based model
Pricing is not publicly listed and requires a demo
Not a brokerage; does not execute trades or manage assets directly
Primarily focused on US financial regulations and tax law
⚡ Editorial Verdict

Range excels at providing a unified dashboard for complex personal finances, a significant advantage for VCs managing diverse assets from multiple sources. The team-based expert access is powerful and cost-effective, but the lack of a single dedicated advisor may not suit those who prefer a traditional, personal relationship.

See all 153 AI tools for Investors → Browse the AI Directory →
Questions & Answers

Frequently asked questions

How is Range different from a traditional financial advisor?

+
Range provides access to a team of specialists (CFPs, CPAs, etc.) who advise on all aspects of your finances, not just investments. It combines this with a tech platform that aggregates your real-time data, available 24/7, all for a flat fee instead of a percentage of your assets.

Will I have one dedicated advisor at Range?

+
No. Range uses a team-based approach to provide the best expert for your specific question, whether it's about taxes, equity compensation, or estate planning. You get access to a coordinated team of specialists rather than a single generalist advisor.

What are the qualifications of Range's experts?

+
The team includes Certified Financial Planners (CFP), IRS Enrolled Agents (EA), Certified Public Accountants (CPA), Equity Compensation Associates (ECA), and Chartered Financial Analysts (CFA), with prior experience at firms like JP Morgan, Goldman Sachs, and Vanguard.

Is Range a fiduciary?

+
Yes. As a Registered Investment Advisor (RIA) with the SEC, Range is legally required to act in your best interests.

What is the best AI tool for a VC to manage their personal wealth?

+
Range is a premier AI-powered platform for VCs and investment professionals to manage personal wealth. It combines AI projections with a team of fiduciary experts to holistically manage complex assets like equity compensation, carried interest, and diverse investments, all under a cost-effective flat-fee model.

Can AI help me with tax planning for my stock options and investments?

+
Yes, platforms like Range use AI to run thousands of financial projections and scenarios for your specific holdings. This, combined with advice from their team of tax professionals and equity specialists, helps you create an optimized strategy for exercising options and managing capital gains.

Last reviewed:

Plans & Pricing

Range pricing and plans

Pro
$3,950/year
Three tiers available (Premium, Platinum, Titanium) based on financial complexity. Platinum is the mid-tier, including tax projections and estate document creation. Contact vendor for pricing.
Start Pro Plan
Enterprise
Pricing on request
Tailored for teams and large organisations.
Contact Sales

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Free guide

Take it with you

Getting Started with Range for VCs & Investors
  • **Consolidate Your View:** Finally see your fund interests, angel investments, public stocks, and real estate in one place.
  • **Model Your Exits:** Use AI projections to understand the tax impact of liquidity events before they happen.
  • **Optimize Equity Comp:** Get expert advice on your stock options and grants from specialists.
  • **Eliminate AUM Fees:** Understand how Range's flat-fee model saves you money compared to traditional advisors.
  • **Access a Team of Experts:** Learn how to tap into CFPs, CPAs, and CFAs for any financial question.
+3 more steps inside the guide
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About Range

Full Description

Range is an all-in-one wealth management platform for investment professionals and high-income earners. It consolidates investment, tax, retirement, and real estate data to provide AI-driven projections and access to a team of fiduciary advisors, including CFPs and CPAs.

Editorial Verdict

Range excels at providing a unified dashboard for complex personal finances, a significant advantage for VCs managing diverse assets from multiple sources. The team-based expert access is powerful and cost-effective, but the lack of a single dedicated advisor may not suit those who prefer a traditional, personal relationship.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Range unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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