Work with an Advisor
Work with an Advisor
Work with an Advisor
Managing wealth isn’t just about numbers — it’s about decisions. With Rank, your dedicated advisor brings clarity, insight, and a strategy built for your goals
Managing wealth isn’t just about numbers — it’s about decisions. With Rank, your dedicated advisor brings clarity, insight, and a strategy built for your goals
Managing wealth isn’t just about numbers — it’s about decisions. With Rank, your dedicated advisor brings clarity, insight, and a strategy built for your goals




Our Process
Our Process
Discovery call
Discovery call
Discovery call
Share your goals. Define your needs. Let’s make sure we’re the right fit.
Share your goals. Define your needs. Let’s make sure we’re the right fit.
Share your goals. Define your needs. Let’s make sure we’re the right fit.
Investment analysis
Investment analysis
Investment analysis
See how your current portfolio stacks up — and how we can improve it.
See how your current portfolio stacks up — and how we can improve it.
See how your current portfolio stacks up — and how we can improve it.
Custom plan
Custom plan
Custom plan
Get a strategy built just for you — then track its progress, anytime.
Get a strategy built just for you — then track its progress, anytime.
Get a strategy built just for you — then track its progress, anytime.
Insights + advice
Insights + advice
Insights + advice
Stay in control with regular updates, clear recommendations, and ongoing support.
Stay in control with regular updates, clear recommendations, and ongoing support.
Stay in control with regular updates, clear recommendations, and ongoing support.
Let go of the stress
Let go of the stress
Let go of the stress
Behind the scenes? A team with decades of experience managing risk and protecting capital — so you don’t have to worry.
Behind the scenes? A team with decades of experience managing risk and protecting capital — so you don’t have to worry.
Behind the scenes? A team with decades of experience managing risk and protecting capital — so you don’t have to worry.
Premium Means Priority
Premium Means Priority
Premium Means Priority
24/7 support from your dedicated wealth manager
Invites to exclusive events for HNIs and premium clients
Early access to new features and tailored opportunities




Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
Find more answers here
1. What is Rank Circles? site?
Circles is a community-based savings and lending model like rotating savings and credit associations (ROSCA), like Ajo, Esusu, or Adashe. Members contribute to a shared pool, with each member receiving a lump sum in rotation—perfect for reaching big goals like buying a home or car.
What’s the difference between public and private circles?
Private circles are formed with people you know (e.g., family, friends), while public circles are open to anyone looking to save toward similar goals.
How does the rotation work?
Each month or week, one member receives the pooled contributions. The rotation continues until every member has received their lump sum.
Why should I trust that other users are going to pay?
Each user has to sign a legal contract before joining any Circle after going through our credit assessment to make sure that all users can pay their installments. In case other users fail to pay their due amounts, Rank covers their share to make sure you get your full payout on time for members with group subscription.
How does Circles help build credit?
Every contribution and repayment is reported to major credit bureaus, helping you build a positive credit history with each on-time payment.
Do I need a credit score to participate?
No, Rank Circles allow you to join without a credit score and start building one as you contribute.
How are lump sums distributed?
Payout order is decided at the start. You’ll know your payout month from the beginning, so you can plan accordingly.
What if a member can’t make a payment?
If a member faces difficulties, the group can discuss flexible options to support them while keeping the circle intact.
Are there any fees?
Circles is interest-free with a subscription model for premium and commission for payouts offering a transparent, community-driven way to save and grow financially.
Can I join multiple circles?
Yes, you can participate in multiple circles if you’re able to meet the contributions.
How many people can be in a rotating savings group?
In a rotating savings group, you can have a minimum of 3 members and a maximum of 12 members.
How secure is my money?
Rank uses secure technology to manage contributions, ensuring every transaction is transparent and fully protected.
1. What is Rank Circles? site?
Circles is a community-based savings and lending model like rotating savings and credit associations (ROSCA), like Ajo, Esusu, or Adashe. Members contribute to a shared pool, with each member receiving a lump sum in rotation—perfect for reaching big goals like buying a home or car.
What’s the difference between public and private circles?
Private circles are formed with people you know (e.g., family, friends), while public circles are open to anyone looking to save toward similar goals.
How does the rotation work?
Each month or week, one member receives the pooled contributions. The rotation continues until every member has received their lump sum.
Why should I trust that other users are going to pay?
Each user has to sign a legal contract before joining any Circle after going through our credit assessment to make sure that all users can pay their installments. In case other users fail to pay their due amounts, Rank covers their share to make sure you get your full payout on time for members with group subscription.
How does Circles help build credit?
Every contribution and repayment is reported to major credit bureaus, helping you build a positive credit history with each on-time payment.
Do I need a credit score to participate?
No, Rank Circles allow you to join without a credit score and start building one as you contribute.
How are lump sums distributed?
Payout order is decided at the start. You’ll know your payout month from the beginning, so you can plan accordingly.
What if a member can’t make a payment?
If a member faces difficulties, the group can discuss flexible options to support them while keeping the circle intact.
Are there any fees?
Circles is interest-free with a subscription model for premium and commission for payouts offering a transparent, community-driven way to save and grow financially.
Can I join multiple circles?
Yes, you can participate in multiple circles if you’re able to meet the contributions.
How many people can be in a rotating savings group?
In a rotating savings group, you can have a minimum of 3 members and a maximum of 12 members.
How secure is my money?
Rank uses secure technology to manage contributions, ensuring every transaction is transparent and fully protected.
1. What is Rank Circles? site?
Circles is a community-based savings and lending model like rotating savings and credit associations (ROSCA), like Ajo, Esusu, or Adashe. Members contribute to a shared pool, with each member receiving a lump sum in rotation—perfect for reaching big goals like buying a home or car.
What’s the difference between public and private circles?
Private circles are formed with people you know (e.g., family, friends), while public circles are open to anyone looking to save toward similar goals.
How does the rotation work?
Each month or week, one member receives the pooled contributions. The rotation continues until every member has received their lump sum.
Why should I trust that other users are going to pay?
Each user has to sign a legal contract before joining any Circle after going through our credit assessment to make sure that all users can pay their installments. In case other users fail to pay their due amounts, Rank covers their share to make sure you get your full payout on time for members with group subscription.
How does Circles help build credit?
Every contribution and repayment is reported to major credit bureaus, helping you build a positive credit history with each on-time payment.
Do I need a credit score to participate?
No, Rank Circles allow you to join without a credit score and start building one as you contribute.
How are lump sums distributed?
Payout order is decided at the start. You’ll know your payout month from the beginning, so you can plan accordingly.
What if a member can’t make a payment?
If a member faces difficulties, the group can discuss flexible options to support them while keeping the circle intact.
Are there any fees?
Circles is interest-free with a subscription model for premium and commission for payouts offering a transparent, community-driven way to save and grow financially.
Can I join multiple circles?
Yes, you can participate in multiple circles if you’re able to meet the contributions.
How many people can be in a rotating savings group?
In a rotating savings group, you can have a minimum of 3 members and a maximum of 12 members.
How secure is my money?
Rank uses secure technology to manage contributions, ensuring every transaction is transparent and fully protected.
1. What is Rank Circles? site?
Circles is a community-based savings and lending model like rotating savings and credit associations (ROSCA), like Ajo, Esusu, or Adashe. Members contribute to a shared pool, with each member receiving a lump sum in rotation—perfect for reaching big goals like buying a home or car.
What’s the difference between public and private circles?
Private circles are formed with people you know (e.g., family, friends), while public circles are open to anyone looking to save toward similar goals.
How does the rotation work?
Each month or week, one member receives the pooled contributions. The rotation continues until every member has received their lump sum.
Why should I trust that other users are going to pay?
Each user has to sign a legal contract before joining any Circle after going through our credit assessment to make sure that all users can pay their installments. In case other users fail to pay their due amounts, Rank covers their share to make sure you get your full payout on time for members with group subscription.
How does Circles help build credit?
Every contribution and repayment is reported to major credit bureaus, helping you build a positive credit history with each on-time payment.
Do I need a credit score to participate?
No, Rank Circles allow you to join without a credit score and start building one as you contribute.
How are lump sums distributed?
Payout order is decided at the start. You’ll know your payout month from the beginning, so you can plan accordingly.
What if a member can’t make a payment?
If a member faces difficulties, the group can discuss flexible options to support them while keeping the circle intact.
Are there any fees?
Circles is interest-free with a subscription model for premium and commission for payouts offering a transparent, community-driven way to save and grow financially.
Can I join multiple circles?
Yes, you can participate in multiple circles if you’re able to meet the contributions.
How many people can be in a rotating savings group?
In a rotating savings group, you can have a minimum of 3 members and a maximum of 12 members.
How secure is my money?
Rank uses secure technology to manage contributions, ensuring every transaction is transparent and fully protected.
Join our community. No filters. No fluff. Just the good emails.
Rank is licensed by CBN
Insured by

Company
Address
San Francisco 548 Market St, San Francisco, California, 94104-5401

Join our community. No filters. No fluff. Just the good emails.
Rank is licensed by CBN
Insured by

Company
Address
San Francisco 548 Market St, San Francisco, California, 94104-5401

Join our community. No filters. No fluff. Just the good emails.
Rank is licensed by CBN
Insured by

Company
Address
San Francisco 548 Market St, San Francisco, California, 94104-5401

Join our community. No filters. No fluff. Just the good emails.
Rank is licensed by CBN
Insured by

Company
Address
San Francisco 548 Market St, San Francisco, California, 94104-5401

Join our community. No filters. No fluff. Just the good emails.
Rank is licensed by CBN
Insured by

Company
Address
San Francisco 548 Market St, San Francisco, California, 94104-5401

Join our community. No filters. No fluff. Just the good emails.
Rank is licensed by CBN
Insured by

Company
Address
San Francisco 548 Market St, San Francisco, California, 94104-5401

Join our community. No filters. No fluff. Just the good emails.
Rank is licensed by CBN
Insured by

Company
Address
San Francisco 548 Market St, San Francisco, California, 94104-5401
