Titan: Your Wealth Team

Titan: Your Wealth Team

Investing, Wealth Management

7K ratings
157 reviews
Free

Details

Released
February 16, 2018
Updated
October 30, 2026

Features

Titan: Your Wealth Team screenshot #1 for iPhone
Titan: Your Wealth Team screenshot #2 for iPhone
Titan: Your Wealth Team screenshot #3 for iPhone
Titan: Your Wealth Team screenshot #4 for iPhone
Titan: Your Wealth Team screenshot #5 for iPhone
Titan: Your Wealth Team screenshot #6 for iPhone
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About

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

✓Specialized wealth teams for tech employees
✓Equity compensation and tax strategy
✓AI-powered financial technology
✓Investment portfolio management
✓RSU planning and tax optimization
✓Retirement and financial planning
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What users say about Titan

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What's New in Titan

720.0.0

October 30, 2026

Bug fixes and improvements

User reviews

The app used to be good

It was very user-friendly with easy-to-navigate investment strategies. The current version is very difficult and lacks all the features that used to exist previously. Hope they consider investing into the usability challenge

Funds transfer out of titan

The new app update doesn’t allow you to move money out of titan. This is insane for a financial services company. If you click on “move money” the only voices are to transfer money into titan. Not i went through all the menu and other screens this is rather deeply hidden or not available. No response from what looks like a customer service chat. Not sure if it’s supposed to be AI and not working or just a ticket. Regardless not ETA on when I might hear back about a basic functionality.
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No longer has basic portfolio functionality

Recent update removed basic portfolio data (ie assets held in specific fund). Information also removed from web portal. Been 2 months and still no update. Extremely disappointing to introduce a new build up of an app and then still have basic functionality gaps. Best practice is to build new app in parallel and then release when ready. This makes me question their investment competence given their clear lack of judgement.
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Continues to make the app worse and miss investment goals

Every time there’s an update, the app continues to get worse. Removing features, not following app design best practices, hiding detailed performance of holdings. I find it hard to believe they’re actually asking for user feedback when making changes because the app itself makes me want to leave. Not to mention the stated goal is to outperform market benchmarks and over the last 5 years they lag the benchmarks substantially. Yikes guys…
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Once you’re money is in it’s gone

You can’t pull out assets without trying to email them, but they don’t answer. This is a scam

User experience

🐞

Reported Bugs

3 issues

Account freezes when clicking on Flagship Fund

Bug

Inability to see performance details

Bug

Inconsistent date reporting between portfolio and scorecard

Bug
✨

Requested Features

3 requests

More transparency regarding fees

Feature

Ability to compare performance to indexes/ETFs

Feature

More control over scheduling capital transfers

Feature

FAQ

What kind of financial services does Titan offer?

Titan offers a comprehensive suite of services including investments, equity compensation management, tax planning, retirement planning, and coordination of trust, estate, and insurance planning. They aim to simplify complex financial situations for tech professionals.

Who are Titan's primary clients?

Titan serves emerging high net worth employees, particularly those in leading technology companies, both before and after their company's IPO. This includes employees from companies like OpenAI, SpaceX, Meta, Google, and NVIDIA.

How does Titan use technology in its services?

Titan leverages AI-powered technology to enhance its wealth management services. This technology is combined with specialist advice and dedicated Wealth Teams to provide a more efficient and scalable approach to managing wealth.

What are Titan's fees?

Titan charges competitive fees of 0.4% annually, with no commissions. They state that their fees are a fraction of traditional costs and that they win when their clients win.

Does Titan offer proprietary investment products?

Yes, Titan provides proprietary access to unique investment products such as Titan Flagship, Titan Direct Indexing, and Titan Diversify. These offerings are designed to provide clients with exclusive investment opportunities.

What is the update frequency for Titan?

The app was last updated on October 30, 2026, indicating a recent update. The version number is 720.0.0.

What platforms is Titan available on?

Titan is available on iPhone, iPad, and iPod devices. It is designed for Apple users who need advanced financial management tools.

What is the user sentiment for Titan?

User reviews show mixed sentiment. While users praise consistent growth, exceptional customer service, and unique investing strategies, some cons include high fees, locked funds, and a difficult user interface, leading to an overall negative sentiment in recent reviews.