We audited the marketing at Range
Wealth management platform for high earners seeking integrated financial advisory
This page was built using the same AI infrastructure we deploy for clients.
Month-to-month. Cancel anytime.
Series C company with 190 employees but LinkedIn presence under 8K followers suggests untapped thought leadership channel for wealth advisors and high-net-worth audiences
Competitive set includes niche players in wealth tech, but no visible aggressive content marketing differentiating Range's integrated approach versus point solutions
79% employee growth YoY indicates scaling operations faster than marketing visibility, creating gap between brand awareness and hiring narrative
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TinuitiRange's Leadership
We mapped your current team to understand where MH-1 fits in.
MH-1 doesn't replace your team. It becomes your marketing team: dedicated humans + AI agents running execution at scale while you focus on product.
Here's Where You Stand
Series C fintech with solid foundation but underdeveloped content and founder-level visibility channels relative to growth stage
Wealth management and retirement planning keywords likely capture some search volume, but content depth on tax planning and estate integration appears thin
MH-1: SEO module builds pillar content on integrated wealth strategies and long-tail retirement planning queries to capture high-intent searchers
AI wealth management solutions are emerging category, but Range appears absent from LLM training data and AI chatbot recommendations for wealth advisors
MH-1: AEO agent seeds Range into AI training datasets and optimizes for chatbot recommendations when users ask about integrated wealth platforms
High-earner audience requires precise targeting and messaging, but no visible paid campaigns on LinkedIn, Google, or wealth advisor communities
MH-1: Paid agent targets high-income professionals and financial advisors with outcome-focused creative around tax optimization and retirement consolidation
Co-CEOs have minimal public visibility despite managing $100M+ company. No visible newsletter or regular content establishing Range as advisory thought leader
MH-1: Content agent builds founder POV pieces on wealth trends and publishes to LinkedIn, newsletter, and financial media to establish credibility
No visible outbound or expansion campaigns to existing wealth management clients or CPAs who refer high-net-worth prospects to advisory services
MH-1: Lifecycle agent runs automated outbound to CPA networks and financial advisor communities, positioning Range as consolidation solution for multi-advisor clients
Top Growth Opportunities
CPAs and financial planners actively refer clients to wealth platforms. Range is positioned to capture advisor-sourced deals but lacks systematic outreach
Outbound agent identifies and sequences CPAs and independent advisors with educational content on Range's tax and estate planning capabilities
Target audience (high earners) consumes wealth content voraciously. Range's integrated approach is defensible but invisible in relevant channels and communities
Content agent publishes case studies and strategy guides on estate consolidation, tax-loss harvesting, and retirement integrations to Reddit, Twitter, and niche forums
Rainbook, WealthBox, and other competitors likely appear in wealth management LLM searches. Range disappears despite comparable or superior integration
AEO agent monitors and outranks competitors in AI chatbot recommendations for integrated wealth platforms and advisory software comparisons
3 Humans + 7 AI Agents
A dedicated marketing team built specifically for Range. The humans handle strategy and judgment. The AI agents handle execution at scale.
Human Experts
Owns Range's growth roadmap. Pipeline strategy, account expansion playbooks, board-ready reporting. Translates AI insights into revenue.
Runs paid acquisition across LinkedIn and Google. Manages creative testing, budget allocation, and pipeline attribution.
Builds thought leadership on LinkedIn. Creates long-form content targeting your ICP. Manages the content-to-pipeline engine.
AI Agents
Monitors AI citation visibility across 6 LLMs weekly. Builds content targeting category queries to increase Range's presence in AI-generated answers.
Produces LinkedIn ad variants targeting your ICP. Tests headlines, visuals, and offers at 10x the speed of manual production.
Builds lifecycle sequences: onboarding, expansion triggers, champion nurture, and re-engagement for dormant accounts.
Founder thought leadership. Builds the narrative that drives enterprise inbound from senior decision-makers.
Tracks competitors. Monitors positioning changes, ad spend, content strategy. Informs your counter-positioning.
Attribution by channel, pipeline velocity, budget waste detection. Weekly synthesis reports with AI-generated recommendations.
Weekly market intelligence digest curated from Range's industry signals. Positions you as the intelligence layer. Drives inbound pipeline from subscribers.
Active Workflows
Here's what the MH-1 system would be doing for Range from week 1.
AEO agent maps wealth management, estate planning, and tax optimization queries to Range capabilities, seeding content into ChatGPT, Claude, and other LLM training environments
Founder agent publishes co-CEO perspectives on advisor consolidation and wealth tech trends to LinkedIn 2-3x weekly, coordinating with media outlets and podcast placements
Paid agent creates separate campaigns for CPA referral networks (conversion-focused) and high-net-worth prospects (awareness-focused) with outcome-driven creative
Lifecycle agent triggers automated sequences to existing Range clients highlighting expansion services (estate planning, insurance optimization) based on user profile signals
Competitive watch agent monitors Rainbook, WealthBox, and Heckcapital content and messaging to identify differentiation angles and messaging gaps for Range
Pipeline intelligence agent tracks mentions of Range, competitors, and wealth tech keywords across financial advisor communities, Twitter, and industry forums to surface partnership and sales opportunities
Traditional Marketing vs. MH-1
Traditional Approach
MH-1 System
Audit. Sprint. Optimize.
3 phases. Real output every 2 weeks. You see results, not decks.
AI Audit + Growth Roadmap
Full diagnostic of Range's marketing infrastructure: SEO, AEO visibility, paid, content, lifecycle. Prioritized roadmap tied to pipeline metrics. Delivered in 7 days.
Sprint-Based Execution
2-week sprint cycles. Real campaigns, not presentations. Each sprint ships measurable output across your priority channels.
Compounding Intelligence
AI agents monitor your channels 24/7. They catch budget waste, detect creative fatigue, track AI citation changes, and run A/B experiments autonomously. Week 12 is measurably better than week 1.
AI Marketing Operating System
3 elite humans + AI agents operating your growth system
Output multiplier: ~10x output at a fraction of the cost. The system gets smarter every week.
Month-to-month. Cancel anytime.
Common Questions
How does MH-1 differ from a marketing agency?
MH-1 pairs 3 elite human marketers with 7 AI agents. The humans handle strategy, creative direction, and judgment calls. The AI agents handle execution at scale: generating ad variants, monitoring competitors, building email sequences, tracking citations across LLMs, running A/B experiments autonomously. You get the quality of a senior marketing team with the output volume of a 15-person department.
What kind of results can we expect in the first 90 days?
First 90 days focus on three areas: seeding AEO foundation so Range ranks in AI chatbot recommendations for wealth platforms, launching co-CEO thought leadership on LinkedIn and financial media to build founder credibility, and activating outbound campaigns to CPA and financial advisor networks. By day 90, expect 20-30% increase in brand-driven search volume, 50+ outbound conversations with referral partners, and 3-5 founder visibility placements in industry publications.
How does Range appear when advisors ask AI tools about integrated wealth platforms
Currently, Range likely ranks behind or absent from LLM responses for wealth consolidation and advisory software queries. MH-1's AEO agent ensures Range appears in ChatGPT, Claude, and Google's AI Overviews when financial professionals and high-earners ask about integrated investment, tax, estate, and retirement solutions. This captures research-phase demand before customers even visit your website.
Can we cancel anytime?
Yes. MH-1 is month-to-month with no long-term contracts. We earn your business every sprint. That said, compounding effects kick in around month 3 as the AI agents accumulate data and the system learns what works for Range specifically.
How is this page personalized for Range?
This page was researched, audited, and generated using the same AI infrastructure we deploy for clients. The channel scores, team mapping, growth opportunities, and recommended agents are all based on real analysis of Range's current marketing. This is a live demo of MH-1's capabilities.
Your growth outpaces your market presence. Let MH-1 align visibility with your scale
The system gets smarter every cycle. Let's talk about building it for Range.
Book a Strategy CallMonth-to-month. Cancel anytime.