Investment Specialist, Range
All-in-one wealth management dashboard
Open for applications
All-in-one wealth management dashboard
21-100 employees
Open for applications
21-100 employees
Company mission
To eliminate your stress and improve your financial outcomes, no matter where you are on your money journey.
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Company mission
To eliminate your stress and improve your financial outcomes, no matter where you are on your money journey.
Our take
Due to inflation and the rising cost of living, the financial environment for all levels of earners has become increasingly strained. Furthermore, personal financial planning, especially for families and shared-income households, can take up a lot of time so there’s more of an onus than ever on financial planners and advisors to use the latest in technology to squeeze all the value possible out of one’s earnings. Range is one of these companies and has created an all-in-one wealth management platform for high earners.
Range’s solutions for wealth management include investment consultancy, tax, retirement, education, and estate planning as well as insurance optimisation. Alongside its teams of service providers, Range also uses AI to offer personalised customer guidance and evaluations.
With substantial Series A awarded in 2023, Range is a young company that emerged out of the pandemic and so has started out strong. It will use its funds to expand its product and engineering teams and speed up the development of its AI fintech tools.
Kirsty
Company Specialist at Welcome to the Jungle
Benefits
- Healthcare Benefits
- Technology Allowance
- Team Weeks
- Salary + Equity Packages
- Generous PTO
- Paid Parental Leave
Funding (2 rounds)
Nov 2024
$28m
SERIES B
May 2023
$12m
SERIES A
Total funding: $40m
Leadership
David Cusatis
(CTO)Previously Software Engineer at Twitch, Amazon, IBM and Always Prepped.
Fahad Assan
(CEO)Previously Investor at Activant Capital, Founding VP at Convoy Inc, Founder and CEO at Always Prepped and VP of Business Development at Intelliworks.
Jobs (3)
Product
Finance, Legal & Compliance