-59%

est. 2Y upside i

FinTechSeries C

Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment services, retirement planning, estate planning, tax planning, insurance optimization, and more.

Rank

#2179

Sector

Fintech

Est. Liquidity

~3Y

Data Quality

Data: Medium

Range presents a compelling, high-growth opportunity in the wealth management sector, driven by its innovative AI platform, Rai, and a transparent flat-fee model.

Last updated: March 10, 2026

Bull (25%)+200%

Range successfully executes its AI-first strategy, with Rai becoming a dominant force in personalized wealth management, attracting 20,000+ high-net-worth customers and achieving $200M+ in annual recurring revenue by 2028. This market leadership and technological edge justify a $1.2B valuation, representing a 3x return for the company.

Base (30%)+75%

Range continues to grow steadily, reaching 10,000 customers and $100M in annual revenue by 2028, carving out a strong niche among high-income individuals. While facing ongoing competition from incumbents and other fintechs, its flat-fee model and AI differentiation allow for a successful acquisition or IPO at a $700M valuation, a 1.75x return for the company.

Bear (45%)-63%

Aggressive incumbent responses and slower-than-expected adoption of AI-only advisory services limit Range's growth, leading to increased customer acquisition costs and a struggle to scale beyond 7,000 customers. A down round or distressed acquisition at a $250M valuation results in common stock holders seeing a -62.75% return due to the $101M liquidation preference.

Est. time to liquidity~3.0 years

Preference Stack Risk

high

Investors hold $101M in liquidation preferences, representing 25.25% of the estimated $400M current valuation.

Dilution Risk

moderate

As a Series C company, 1-2 additional funding rounds are likely before a liquidity event, leading to further dilution.

Secondary Liquidity

none

There is no public information indicating an active secondary market or tender offers for Range's equity.

Other — 15 roles

View all 15 open roles at Range →

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on Range's data — designed to show you've done your homework.

  • 1

    “How is Range planning to navigate the regulatory landscape as it expands into broker-dealer services and further automates advisory functions with AI, especially given the high regulatory barrier in wealth management?”

  • 2

    “With the ambitious goal of eliminating human advisors in 1-3 years, how does Range plan to maintain client trust and address the needs of high-net-worth individuals who may still prefer human interaction, particularly for complex or sensitive financial decisions?”

  • 3

    “Given the Series C funding and the significant liquidation preference ($101M on an estimated $400M valuation), what is the company's projected timeline and strategy for a liquidity event (e.g., IPO or acquisition) to ensure meaningful returns for common stock holders?”

Community

Valuation Sentiment

Our model estimates -59% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.