When Fahad Hassan and David Cusatis, Co-founders of Range, first met each other, they knew they would work together at some point in the future. They both agreed on a core set of principles, one being that it had to be a technically complicated problem set. After testing a few ideas (bluetooth floss dispenser 😆 ), they realized wealth management hadn't been disrupted yet. It was also super technically complex. A lot of people were building technology to help advisors, but no one was really building the direct-to-consumer experience. That eventually led to what is now Range, an all-in-one AI wealth manager. Watch the full interview to hear how Fahad and David eventually solved this complex problem: https://lnkd.in/ec63wqSx

❌️ "You need a relationship to manage your money." That's the lie traditional wealth management has been selling for decades. High minimums. High fees. And you still end up piecing together estate documents, a retirement plan, and tax strategy on your own. ✅️ The truth: You don't need a relationship. Just a top-notch strategy. Welcome to modern wealth management.

Traditional wealth management is broken. Too expensive. Too slow. Not built for the modern world. Range Co-founder & CEO Fahad Hassan, explains why AI is eliminating the need for human wealth advisors, how Range could help 10 million high-income Americans who are stuck in spreadsheets and "tax hell", and why the wealth management industry is facing its Encyclopedia Britannica moment.

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.

Meet Rai, the first AI wealth advisor. Rai can go far beyond answering basic questions about your accounts and cash flow to offer Range members actionable advice and financial strategies they can use to optimize their wealth. Rai's advice on how Tony should use the proceeds of the real estate property he's planning on selling is just one example. What would you ask Rai? Comment your questions below.

We sat down with a few of our Planners and asked them one question. What do high earners get wrong about investing? Tom Callahan, CFP®, Matthew Ragone, CFP®, CRPC™, Joseph J. DeLasho, CFP®, CPFA shared their thoughts. Turns out, the biggest surprise isn't what people are investing in — it's that most have been reactive without realizing it. The fix isn't more complexity. It's being proactive about where your money sits and how it's working for you. What should we ask them next? Drop your suggestion in the comments below, and we'll feature yours next week.

“The world as we know it will not be the same a decade from now.” AI is transforming industries, and wealth management is no exception—but change takes time. Range Co-Founder & CEO, Fahad Hassan, puts it this way: Nobody trusted cars when they first appeared. Now? When's the last time you saw a horse on Main St? The future of wealth is here.

🙄 Print? Mail? Fax?? One of the reasons Fahad Hassan started Range was a pretty simple observation: People with complex finances were forced to manage their money through an antiquated system that hadn’t changed in decades. Somewhere right now, someone is scheduling a 30-minute call to ask a question that should take 10 seconds to answer. Someone is getting a "market update" that's just vibes in a pie chart. Someone is logging into four different portals just to get an idea of how their money is doing. Someone is receiving physical mail about their digital assets. We thought that was kind of absurd. So we built something different.

“There’s an endless world of jobs for the financial planners that work at Range,” CEO and co-founder Fahad Hassan on the next era of financial planning. We believe the future is bright for CFPs, CPAs and CFAs.

Picture this: An always-available AI advisor that knows your full financial picture. When you ask Rai a tax question, it runs through a deep analysis of your current tax situation, it analyzes what different tax scenarios may look like, and can give you specific strategies to reduce your tax liability — tailored to your specific situation. That's the power of Rai. Learn more about Rai: https://bit.ly/4q0HmrR