Compound Planning vs Range Finance, Inc.

Compound Planning brings your entire financial life into one place — and keeps it updated automatically. It gives you a complete picture of your net worth, investments, equity, real estate, and liabilities, all organized in a real-time financial dashboard. You also get a secure vault for your financial, tax, and estate documents — each tagged to the right assets so they’re always easy to find. Compound Planning is built for people who want to simplify their complex financial lives. It brings every account, asset, liability, and document together so you can stay organized and make confident decisions with your money. If you already have a Compound Planning dashboard, you can sign in and start using it on your iPhone. If you’re new to Compound Planning, go to compoundplanning.com on any desktop browser to create a dashboard and connect your accounts. Key features: → 1,000+ integrations: Banks, credit cards, 401(k)s, company equity, crypto, real estate, mortgages, and more. → Net Worth Monitoring: Your personal balance sheet updates automatically as account values change. → Document Vault: Store your financial, tax, and estate documents in one secure place. → Full Visibility: Every account, every holding, every liability — clearly organized. → Bank-Level Security: Your data is encrypted and protected at every step. The Compound Planning iOS app is built by Compound Planning, Inc., a digital family office managing more than $5 billion for high-net-worth founders, early employees, executives, retirees, and families. Our 50+ advisors combine modern technology with deep expertise across investments, taxes, estate planning, and equity compensation to help clients manage their entire financial lives in one place. Compound Planning, Inc. was named one of America’s Top RIA Firms by Forbes (2025) and one of America’s Top RIAs and 50 Fastest Growing RIAs by Financial Advisor Magazine (2024, 2025), and featured in TechCrunch, Forbes, Barron’s, and The New York Times. Compound Planning, Inc (“Compound Planning”) is an SEC-registered investment adviser. Learn more at https://compoundplanning.com Disclosures: https://legal.compoundplanning.com/ Terms of Service: https://legal.compoundplanning.com/terms-of-service Privacy Policy: https://legal.compoundplanning.com/privacy-policy Compound currently supports US financial institutions.

Stop piecing together your financial life. Start building wealth intelligently. All-in-one place. Range brings your entire financial picture together—every account, investment, and goal—then uses AI to help you optimize your strategy across everything. The problem with managing money today: You're tracking investments in one app, budgeting in another, taxes in spreadsheets, and hoping it all works together. It doesn't. And you know you're leaving money on the table. Range changes everything: • Complete picture, finally - See every account, investment, property, and goal in one intelligent dashboard • AI that connects the dots - Our AI advisor analyzes your entire financial life to guide you through every financial decision • Tax strategies that actually work - Personalized optimization across all your accounts, not just generic advice • Investment intelligence - Professional-grade analysis that considers your whole portfolio, not just individual accounts • Cash flow clarity - Understand where money flows across all accounts, automatically categorized and tracked Built for successful people who want control: Whether you're optimizing RSUs, managing multiple properties, or planning for kids' education, Range handles the complexity while keeping you in command. No more wondering if your money is working as hard as you are. Everything handled, finally: Investment management with tax-aware rebalancing, Tax optimization that catches what you're missing, Retirement projections based on your actual data, Cash flow modeling across all accounts, Estate planning coordination, Real estate impact on your overall strategy, Professional-grade projections and scenarios, Flat monthly fee Stop settling for: • Spreadsheets that are always out of date • Multiple apps that don't talk to each other • Generic advice that ignores your situation • That nagging feeling you're missing something Range is designed for households earning $250K+ who are ready to graduate to all-in-one wealth management. A subscription to Range Pro, billed either monthly or annually, is required to access these features. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula Terms of Service: https://www.range.com/public/terms Privacy Policy: https://www.range.com/public/privacy