Range (Series B)
Funding Details
- Awarder
- Inbox
- Date Award
- June 08, 2025
- Vertical
- WealthTech
- Funding URL
- View Funding Page
- Funding Amount:
- $28,000,000
Company Info
- Founding Year
- 2021
- Traction
- In less than two years, Range attracted more than 1,000 high-net-worth members and now advises them on nearly $3 billion in assets.
- Founders
- Fahad Hassan, David Cusatis
- Company Description
- Range is a provider of a SaaS solution that connects every aspect of wealth management including tax filing, estate planning, retirement planning, insurance, and investments, plus their in-house financial advisors who optimize each member’s portfolio. The platform uses a transparent, flat-fee pricing model rather than taking a percentage of a client’s wealth.
- Market
- High-net-worth individuals
- Location
- McLean, Virginia, USA
- Coinvestors
- Cathay Innovation, Gradient Ventures