Range

Range ranked second on LinkedIn's Top Startups in Washington, DC list for 2026 🚀 https://buff.ly/ZVZXe6b People come to Range to do the best work of their careers, alongside people who are the best at what they do. That's the team we've built: CFPs, CPAs, tax and estate specialists, investment experts, engineers, designers, and the people who make sure every member feels taken care of. Top talent in every seat. Put that much talent together and you get what you see here: a team that moves fast, sweats the details and has a lot of fun building together. Want in? We're hiring: range.com/careers #LinkedInTopStartups

Stocks move higher in two ways. Companies earn more, or investors pay more for each dollar they earn. In 2026 those two forces have been in a tug of war. Earnings growth has been exceptional while the market’s valuation has come down. The net result is an S&P 500 up 14% and near all-time highs. But it's widely expected that earnings will slow in 2027. The question is whether the pace of growth slows more than investors expect. We believe this environment comes with risks, but also opportunities. Range CIO Taresh Batra broke down what we’re watching as we enter the final quarter of 2026, and how investors can approach a high-earnings environment. Read his complete Q4 market outlook at https://buff.ly/f8WhklT

Danielle Alcide, CFP®, MBA joined Range in 2022 as one of our first in-house financial planners. Today she's a Senior Financial Planner helping lead a team that's grown to nearly 30 advisors, and along the way, she's helped shape the AI-assisted workflows, product decisions, and career paths that make planning at Range different. A few things she says set it apart: → Planners shape the product. Ideas go from pitch to shipped feature in days or weeks, not years. → AI does the heavy lifting. Our AI wealth manager, Rai, handles research and meeting prep so planners can focus on judgment and conversation. → The career path isn't linear. Danielle went from individual contributor to team lead without ever stepping away from client work. → The mission is access. A flat-fee model means high-quality planning reaches far more people than a traditional firm can serve. Read her full story: https://lnkd.in/eFcuh7xk We're growing our financial planning team. If this is the kind of work you want to be doing, we'd love to hear from you → range.com/public/careers

Range Is Moving From Financial Advice Toward a More Complete Wealth Platform Range Finance has selected Apex Fintech Solutions’ AscendOS to bring account opening, transfers, custody, clearing and execution into its wealth platform. Range will also deploy Apex Rebalancer for direct indexing, custom indexing and tax-loss harvesting, reducing the need for members to implement recommendations through separate providers. The integration fits Range’s subscription-based model, which serves high-income households without charging an asset-based advisory fee. Direct indexing is particularly relevant for clients managing taxable portfolios, concentrated stock positions and equity compensation, while automation can help Range expand those services without increasing manual work at the same pace. AscendOS also gives Range infrastructure supporting equities, ETFs, mutual funds, options, margin loans and fixed income, with alternatives planned later. Apex has been expanding the same technology across wealth and fintech through relationships with Navy Federal Credit Union, FusionIQ and Wavvest, while its acquisition of AdvisorArch (Now Apex Fintech Solutions) strengthened the direct-indexing and tax-management capabilities now available to Range. The longer-term ambition is broker-dealer expansion, although Range remains a registered investment adviser and has not announced the launch of a broker-dealer. The partnership is therefore best viewed as an infrastructure step: moving Range from advice layered over externally held accounts toward a platform capable of planning, opening, funding, managing and potentially brokering more of a household’s investments. More 👇 https://lnkd.in/e3Pzp7v4 #RangeFinance #ApexFintechSolutions #AscendOS #ApexRebalancer #DirectIndexing #WealthManagement #RIA #BrokerDealer #TaxLossHarvesting #Fintech #WealthTech #Investing #FinanceFeeds

Want to build the future of financial planning, not just work inside it? Matthew Ragone, CFP®, CRPC™, Financial Planner at Range, shares what a day looks like: member planning calls, product huddles, and a team that acts on your ideas fast. As an equity owner, he's invested in the outcome, and that changes how he shows up. If you're a planner who wants more impact than a handful of client meetings a day, Range is hiring. 👉 Apply now: https://buff.ly/uKtRvSM

A notary. An unfunded trust. A backdoor Roth. The money tasks that feel like homework. 📚 AI-native products shouldn't just answer your questions. They should actually do things for you. That's the idea behind Rai. Take trusts: plenty of people set one up and then never fund it. What if your AI could handle that part? 🎙️ Fahad Hassan & David Cusatis on Okay Computer with Dan Nathan What's the money task you keep putting off? 👇

1% sounds small. On a $3M portfolio, that's $30,000 a year. 🍽️ For what? Two to four check-ins a year? Range CEO Fahad Hassan sat down with Dan Nathan on Okay, Computer to talk about what the traditional advisor fee actually costs you.

We're excited to announce we've partnered with Apex Fintech Solutions, the custodian behind major Fintech players like Coinbase and SoFi, to make opening and managing investment accounts with Range easier than ever for our members. Through this partnership, Range is able to continue offering top-of-the line investment management for 0% AUM fees, even when deploying strategies like direct indexing and tax-loss harvesting, which are 100% included in our annual flat-fee membership plans.

David Cusatis asked Meta's AI what it knew about his Instagram algorithm. It said: startups, business… and raccoons. 🦝 So he asked it to change the algorithm, and it did. No hack. The AI just went into Instagram's own settings and adjusted the topics for him, the same way you could on your phone. It simply did it for him. That's the real shift with AI agents: give them the right tools and secure access to your apps, and they can handle the tasks you'd normally do yourself. 🎙️ Range co-founder & Chief AI Architect David Cusatis on Okay, Computer with Dan Nathan What would you want an AI agent to take off your plate first? 👇