Range Financial Group
Range Financial Group is a private financial advisory and wealth management firm based in Tigard, Oregon, serving individuals, families, and business owners in the Pacific Northwest with comprehensive financial planning, investment management, and retirement services delivered through a proprietary Client Portal dashboard.
- Company typePrivate
- Founded-
- HeadquartersTigard, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Range Financial Group does
Range Financial Group is a private financial advisory and wealth management firm founded in 2017 and headquartered in Tigard, Oregon, in the Portland metropolitan area. The firm serves individuals, families, and business owners, offering comprehensive financial planning, investment management, and retirement planning services. Its geographic focus is the Pacific Northwest, with no evidence of multi-state or national distribution.
The firm's primary technology asset is a proprietary Client Portal featuring a financial dashboard that aggregates client accounts and planning data into a single interface. Supporting infrastructure includes a brand-aligned website and Calendly-driven scheduling for direct client bookings, indicating a sales-led, digitally-enabled acquisition motion. The firm does not disclose use of third-party custodial platforms, model portfolios, or AI-driven planning tools in the input data.
Range Financial Group operates with approximately 8 employees, consistent with a small independent RIA. Its revenue model is not explicitly disclosed but is most plausibly AUM-based fees, flat-fee financial planning retainers, or a hybrid — the standard economics for a registered investment advisor of this size. The firm appears to compete on personalized service and a unified client experience rather than on scale, product breadth, or technology differentiation.
Range Financial Group firmographics
Firmographics- Name
- Range Financial Group
- Legal name
- Range Financial Group
- Website
- https://rangefinancialgroup.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Range Financial Group is a private financial advisory and wealth management firm based in Tigard, Oregon, serving individuals, families, and business owners in the Pacific Northwest with comprehensive financial planning, investment management, and retirement services delivered through a proprietary Client Portal dashboard.
- Ownership category
- akta.pro rank
Range Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Comprehensive Financial Planning (FSAEAAAA)
Keywords
Where Range Financial Group is headquartered
LocationHeadquarters
- HQ city
- Tigard
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Range Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory and Planning Services: Range Financial Group generates revenue through financial advisory fees, likely structured as a percentage of assets under management (AUM) and/or flat-fee planning engagements. The firm provides comprehensive financial planning services including investment management, retirement planning, and wealth management to individuals, families, and business owners.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Range Financial Group product offering
Product offeringCore offering
Range Financial Group provides strategic financial planning and wealth management services to individuals, families, and business owners in the Pacific Northwest. The firm delivers personalized advisory consultations and supports ongoing client engagement through an online Client Portal featuring a comprehensive financial dashboard that tracks goals, action steps, and overall financial health.
Product overview
Range Financial Group offers financial planning and wealth management services primarily centered around a Client Portal platform. The Client Portal serves as the core digital product, providing clients with an online financial dashboard where they can view their complete financial picture, track goals, and monitor actionable steps. The company positions this as part of a comprehensive approach to strategic financial planning for individuals, families, and business owners.
Differentiator
Problem solved
Functional benefit
Products and services
- Client Portal Online client portal providing Range Financial Group's clients with a financial dashboard to view their complete financial picture, track goals, monitor actionable steps, and manage their accounts. Used by existing clients of the firm for ongoing account and financial planning engagement.
- Strategic Financial Planning Services Comprehensive strategic financial planning service for individuals, families, and business owners that begins with an initial consultation and financial inventory, then builds a personalized financial dashboard and roadmap of actionable steps and trackable goals for the future.
- Wealth Management Services Ongoing wealth management service for individuals, families, and business owners that supports long-term financial stability, goal-based investing, and trusted advisory guidance through the client's financial journey.
- Retirement Planning Retirement planning service helping clients define and pursue retirement goals such as early retirement, leisure-time planning, and education savings for grandchildren, integrated within the broader financial planning and wealth management offering.
- Initial Advisory Consultation Initial consultation meeting at which the firm addresses the prospect's current financial situation, short-term and long-term goals, and determines fit for Range Financial Group's planning and wealth management services.
Companies that use Range Financial Group
Customer profileSegments2 records
Ideal customer profiles2 records
Range Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Range Financial Group partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights3 records
Range Financial Group competitors and assessment
Company assessmentEmerging players
- Betterment: Leading digital wealth management platform offering automated investing and human-advisor tiers. Comparable to Range's digital-plus-advisor ethos, but targets a more mass-market and self-directed client.
Direct peers
- True Wealth Advisors: Independent, fee-only financial planning and investment advisory firm serving individuals and families. Comparable in size, service mix, and ownership structure to Range, with a similar planning-led proposition.
- Modera Wealth Management: Fee-only financial planning firm serving individuals, families, and business owners with comprehensive planning. Closely comparable to Range in service mix, segmentation, and fee-only positioning.
- Facet Wealth: Hybrid digital-plus-advisor financial planning firm serving mass-affluent and business-owner clients nationwide. Closely comparable to Range's hybrid model and client segments, with a stronger digital-delivery and tech stack.
- Moneta Group: Fee-only RIA providing comprehensive financial planning and investment management to individuals, families, and business owners. Strongly comparable to Range on service mix and target segments.
- Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based financial planning and wealth management for individuals and business owners. Comparable on fiduciary model, comprehensive planning, and target segments.
Broad incumbents
- Empower (formerly Personal Capital): Wealth management and financial planning platform combining proprietary dashboards with human advisors. Comparable to Range's portal-plus-advisor positioning for mass-affluent and HNW individuals.
- Edward Jones: National full-service wealth management firm with a large advisor network serving individuals and business owners. Comparable target market and consultative model, but with massive scale and brand recognition.
- Carson Wealth: National RIA with a hybrid digital platform serving individuals and business owners through comprehensive financial planning. Comparable offering and segment, with much larger scale and advisor network.
- Creative Planning: One of the largest independent RIAs in the U.S. offering comprehensive financial planning, wealth management, and business-owner services. Directly comparable to Range on comprehensive-planning and business-owner focus, but at vastly larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Range Financial Group social profiles
Digital presenceRange Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Range Financial Group leadership team
Management profileNumber of profiles
Range Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Range Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Range Financial Group
What does Range Financial Group do?
Range Financial Group provides strategic financial planning and wealth management services to individuals, families, and business owners in the Pacific Northwest. The firm delivers personalized advisory consultations and supports ongoing client engagement through an online Client Portal featuring a comprehensive financial dashboard that tracks goals, action steps, and overall financial health.
Is Range Financial Group a public or private company?
Range Financial Group is a private company. It is classified as unknown and is currently operating.
When was Range Financial Group founded?
Range Financial Group was founded in -1. It employs 1 to 10 people.
Where is Range Financial Group based?
Range Financial Group is headquartered in Tigard, United States, in the North America region.
How does Range Financial Group make money?
One revenue line is on record: financial Advisory and Planning Services.
Who are Range Financial Group's main competitors?
Betterment is listed as an emerging player. Direct peers are True Wealth Advisors, Modera Wealth Management, Facet Wealth, Moneta Group and Buckingham Strategic Wealth. Broad incumbents are Empower (formerly Personal Capital), Edward Jones, Carson Wealth and Creative Planning.
Does Range Financial Group have an API?
No public API is recorded for Range Financial Group.
What industry is Range Financial Group in?
Range Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms. Its NAICS code is 523940 and its SIC code is 6282.