The 12 closest competitors and alternatives to Range among fintech companies — ranked by similarity to what Range actually does, not by market-cap band.
Subscribe to see Range’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
Range is a financial services company headquartered in McLean, Virginia, offering an all-in-one AI wealth management service for high-income individuals. Regulated by the SEC, it specializes in investment strategies, startup equity, taxes, real estate, and crypto.
Range is a fintech company headquartered in United States. Its most recent funding round, Series A, raised $8.3M in June 2026. Xcout tracks 9 named people at Range, including Jeremiah Williams (Chief Legal Officer). Xcout recorded 129 job postings from Range in the last 90 days, naming tools such as HubSpot, Claude, Jira.
3 more named people on record for Range, with roles, board committees and tenure — see the full roster →
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series A | $8.3M | 4 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Xcout recorded 129 job postings from Range in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it and all 20 tools — see Range's hiring signals →
Ranked by semantic similarity — how close each company is to Range by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
InvestCloud, Inc. is a financial services company headquartered in West Hollywood, California. It provides an AI-driven digital wealth platform supporting wealth management offerings across front, middle, and back offices.
Similar fintech company
Cache provides tax-efficient financial solutions designed for individual investors and financial advisors to diversify concentrated stock positions without triggering immediate capital gains taxes. The company offers products such as exchange funds, long-term tax management strategies, and collateralized borrowing options.
Similar fintech company
Ethic Inc. is a technology-driven asset manager and Registered Investment Adviser headquartered in New York, NY, United States. The company provides customized, tax-smart, and values-aligned investing solutions for financial advisors and institutions.
Similar fintech company
Wealthfront Corporation operates as a privately held asset management firm. While primarily serving individual investors, its client base also extends to high-net-worth individuals, charitable organizations, and corporate entities. The company builds portfolios by allocating capital to public equity and fixed income funds, alongside various mutual funds and exchange-traded funds (ETFs). All investment decisions are informed by its proprietary, in-house research. Headquartered in Redwood City, California, with an additional presence in Palo Alto, California, the firm was formerly known as Wealthfront Inc.
Similar fintech company
Frec is a U.S. fintech company that provides personalized direct-indexing investment portfolios, allowing customers to own individual stocks designed to track market indexes. Its platform emphasizes automated tax-loss harvesting and is intended for individual investors seeking tax-efficient portfolio management.
Similar fintech company
M1 Finance provides an automated digital wealth-building platform that offers commission-free investing, high-yield cash accounts, retirement accounts, and portfolio lines of credit. The service is designed for individual investors looking to manage, automate, and borrow against their personal investment portfolios.
Similar fintech company
Arta Finance is a financial services company providing AI-powered wealth management and technology solutions for individuals and professionals. Headquartered in Mountain View, California, the company also operates businesses and partnerships in locations such as Singapore.
Similar fintech company
DiversiFi Capital is a wealth management firm headquartered in Los Altos, California. The company specializes in financial planning, equity compensation planning, restricted stock units (RSUs), and tax-efficient investing for tech industry professionals.
Similar fintech company
Wealth.com is a financial services platform providing AI-powered tax and estate planning solutions trusted by advisor firms, broker-dealers, and private banks.
Similar fintech company
FOLIO Co., Ltd. provides automated asset management and investment services powered by artificial intelligence, including robo-advisors that dynamically adjust portfolio allocations. The company serves individual investors looking for long-term wealth creation through automated, hands-off investment plans.
Similar fintech company
Addition Wealth is an AI-powered financial wellness platform headquartered in New York, NY. The company provides personalized financial expertise and education, making financial planning tools inclusive and accessible through modern technology.
Search any company we track to see its competitive set.
Paste a short paragraph describing a company or product — we'll find the most similar companies we track, scored 1–100.
Funding, investors, tech stack, hiring signals, leadership and corporate events — for Rangeand every competitor above — in one live dashboard.
Subscribe to Xcout Intel →