SoCal.Startups is building the most comprehensive resource for Southern California's tech scene.
SoCal.Startups
Be an early user
New Range Financial Intelligence, Inc. hero photo
New Range Financial Intelligence, Inc. logo

New Range Financial Intelligence, Inc.

Irvine, CA · Founded 2024
LAST FUNDING
$5.4M

Comprehensive compliance platform for broker-dealers and fintechs. Automate CAT/CAIS reporting, best execution analysis, trade surveillance, corporate actions, and data reconciliation.

Funding history

RoundAmount
Undisclosed$5.4M
SEC Form D filed
May 19, 2025

About New Range Financial Intelligence, Inc.

How much funding has New Range Financial Intelligence, Inc. raised?

New Range Financial Intelligence, Inc. has raised $5.4M in total funding.

Where is New Range Financial Intelligence, Inc. headquartered?

New Range Financial Intelligence, Inc. is headquartered in Irvine, CA.

What does New Range Financial Intelligence, Inc. do?

Comprehensive compliance platform for broker-dealers and fintechs. Automate CAT/CAIS reporting, best execution analysis, trade surveillance, corporate actions, and data reconciliation.

What problem does New Range Financial Intelligence, Inc. solve?

Broker-dealers face reporting errors, missed corporate actions, and reconciliation breaks that can trigger audits and regulatory scrutiny, while compliance teams are overwhelmed by alerts, exception handling, and manual reconciliation work.

What's New Range Financial Intelligence, Inc.'s solution?

New Range offers Nura OS, an AI-native platform that unifies compliance operations, automating tasks like CAT/CAIS reporting, best execution analysis, trade surveillance, corporate action processing, and data reconciliation across firms' systems.

What makes New Range Financial Intelligence, Inc. different?

Claims predictive issue detection that flags violations before they reach regulators, AI agents that perform the work itself rather than just alerting, a single unified platform replacing a 'sprawl of point solutions,' and SOC 2 Type II certified bank-grade security.

What makes New Range Financial Intelligence, Inc. notable?

Founded by CEO Bre (Breanna) Phillips, who previously led broker-dealer operations and product work at other fintech companies before starting New Range.

Leadership

Breanna Phillips
Executive Officer, Director
Mark Ronai
Executive Officer, Director
Christopher Harper
Director
Industry
B2B
Founded
2024
HQ
Irvine, CA
Raised
$5.4M

Related terms

❝ Cite this page

Free to use in articles, research, and reference works. Stable URL, will not change. Data on this page last updated September 3, 2026.

MLA
"New Range Financial Intelligence, Inc.: Funding & Investors." SoCal.Startups, September 3, 2026, https://socalstartups.io/companies/new-range-financial-intelligence-inc. Accessed September 29, 2026.
APA
SoCal.Startups. (2026). New Range Financial Intelligence, Inc.: Funding & Investors. Retrieved September 29, 2026, from https://socalstartups.io/companies/new-range-financial-intelligence-inc
WIKIPEDIA (CITE WEB)
{{cite web |title=New Range Financial Intelligence, Inc.: Funding & Investors |url=https://socalstartups.io/companies/new-range-financial-intelligence-inc |website=SoCal.Startups |access-date=September 29, 2026}}
🏷 Embed this badge

Building or fundraising? Add this to your site to show you're listed on SoCal.Startups — the link back helps other founders and investors find you here too.

New Range Financial Intelligence, Inc. featured on SoCal.Startups
HTML
<a href="https://socalstartups.io/companies/new-range-financial-intelligence-inc" target="_blank" rel="noopener"><img src="https://socalstartups.io/badge.svg" width="220" height="52" alt="New Range Financial Intelligence, Inc. featured on SoCal.Startups" /></a>
MARKDOWN
[![New Range Financial Intelligence, Inc. featured on SoCal.Startups](https://socalstartups.io/badge.svg)](https://socalstartups.io/companies/new-range-financial-intelligence-inc)