Range operates a full-stack wealth management platform targeting high-income households, handling investment, tax, retirement, and estate planning through a single dashboard and advisory service. The tech stack reveals a fintech-native architecture: React/Node.js frontend, Python/Go backends, AWS infrastructure, with financial-grade tooling (NetSuite, QuickBooks Online, LaCerte) and data orchestration (Segment, RudderStack). Current projects around AI agent scaling, portfolio infrastructure buildout, and tax workflow automation suggest Range is investing heavily in automation to reduce manual advisory work — a structural shift in how wealth management scales.
Notable leadership hires: Head of Talent, Creative Director
Range provides wealth management services to high-income households in the United States and Canada, combining investment management, tax planning, retirement planning, and estate planning in a single platform. The company was founded in 2020 and operates from McLean, Virginia with 51–200 employees. Active projects span building proprietary tools, scaling an AI-powered customer support agent, developing portfolio and operational infrastructure, and automating tax workflows. The hiring profile is finance-heavy (15 open roles) alongside steady demand for engineering and product support, reflecting growth in both advisory capacity and platform capabilities.
Range runs React and Node.js on the frontend, Python and Go backends, AWS hosting, and integrates Salesforce, NetSuite, QuickBooks Online, and LaCerte for financial operations. Data flows through Segment and RudderStack.
Range is scaling an AI agent for customer support, building investment portfolio and operational infrastructure from scratch, developing a video-first content engine, and automating quarterly tax payment and scenario analysis workflows.
Range's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →
This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.