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.