About
Range, founded in 2020 in McLean, Virginia, USA, provides an AI-driven wealth management platform integrating tax filing, estate planning, retirement planning, insurance, and investment management services.
Full tier & rationale — an SVTR Intelligence benefit
Capital graph
Company· 9
Founders / team· 1
Founders / core team
Investors
Funding history
- 2025-11Series C$60M
Investors · Scale Venture Partners、Cathay、Gradient Ventures
- 2024-11Series B$28M
Investors · Cathay、Gradient Ventures
Source · SVTR Weekly #081
Comparable companies· by market
This company
BusinessLatest roundTotal raisedDate- Range
Range, founded in 2020 in McLean, Virginia, USA, provides an AI-driven wealth management platform integrating tax filing, estate planning, retirement planning, insurance, and investment management services.
Series C · $116M · 2025-11
$116M
United States
BusinessLatest roundTotal raisedDate- Wealth.com
Wealth.com, founded in 2021 in Phoenix, USA, provides an AI-powered platform that helps financial advisors create, manage, and update estate plans for their clients.
Series B · $125M · 2026-04
$125M - Savvy Wealth
Founded in 2021 in New York, Savvy Wealth provides financial advisors with an AI-driven platform covering CRM, digital onboarding, and investment management, with over $700 million in client assets under management.
Series C · $200M · 2026-09 · Valuation $600M
$200MValuation $600M - Sardine AI
Sardine AI was founded in 2020 in San Francisco and provides an AI-powered platform that helps financial institutions detect and prevent fraud, ensure compliance, and assess credit risk.
Series C · $70M · 2025-02
$70M
China
BusinessLatest roundTotal raisedDateEurope
BusinessLatest roundTotal raisedDate- Fundment
Fundment, founded in 2018 in London, UK, helps financial advisors and wealth managers by automating tasks such as account opening, transfers, investment management, and custom indexing.
Series C · $56M · 2025-01
$56M - Akur8
Akur8, founded in 2019 in Paris, France, uses artificial intelligence to help insurance companies build predictive models for calculating insurance premiums while ensuring transparency and regulatory compliance.
Series C · $120M · 2024-09
$120M - Upvest
Upvest, founded in 2017 in Berlin, Germany, provides API infrastructure for securities trading, custody, and back-office operations to banks, brokers, and wealth management firms. The company has raised $90 million in equity financing, with total disclosed funding of approximately $235 million.
Undisclosed · $235M · 2026-03
$235M
Other / unspecified
BusinessLatest roundTotal raisedDate- Kaleidofin
Kaleidofin, founded in 2018 in India, provides goal-based financial products covering savings, insurance, and credit, using AI-driven credit assessment to serve populations without access to traditional banking.
Undisclosed · $14M · 2024-09
$14M - Arca
Arca is an AI-native wealth management platform founded by former Plaid Head of Product Rron Rexha, which emerged from stealth in 2024. It combines financial advisors with AI and manages over $1 billion in client assets.
Series A · $64M · 2026-06
$64M - OpenPad AI
OpenPad AI, founded in 2022 in Singapore, leverages decentralized AI analytics to deliver data-driven investment strategies.
Undisclosed · $2M · 2024-12
$2M
Confirmed rounds only. Matched on subsector, sector, stage and funding scale — each verifiable on the company profiles.
Investors that may fit
Y Combinator
46 Fintech deals in the last 24 months · 9 at a nearby stage · 43 in United States
Request intro →Andreessen Horowitz
31 Fintech deals in the last 24 months · 11 at a nearby stage · 28 in United States
Request intro →General Catalyst
26 Fintech deals in the last 24 months · 10 at a nearby stage · 20 in United States
Request intro →Lightspeed
18 Fintech deals in the last 24 months · 7 at a nearby stage · 15 in United States
Request intro →Sequoia Capital
16 Fintech deals in the last 24 months · 10 at a nearby stage · 15 in United States
Request intro →Index Ventures
15 Fintech deals in the last 24 months · 10 at a nearby stage · 12 in United States
Request intro →Ranked by each firm’s deals in this sector over the last 24 months, weighted by nearby stage and shared geography. Indicative only — no rating judgment.