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Trajan Wealth

Trajan Wealth

Plan Smarter. Dream Bigger.

4 ratings
3 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • October 30, 2025
  • June 25, 2026

Developer

Trajan Wealth L.L.C.
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About

This app provides a centralized platform to view all your investments, assets, and liabilities. It offers intelligent insights, portfolio tracking, and a learning hub to help you manage your finances and connect with your advisor.

✓Consolidated financial dashboard
✓Intelligent AI insights
✓Investment portfolio tracking
✓Annuity overview
✓Service request system
✓Learning Hub for financial education
✓Direct advisor communication
✓Beneficiary designation management
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What's New in Trajan Wealth

1.7.11

June 25, 2026

Various enhancements and bug fixes

User reviews

Most RecentHighest RatedLowest Rated

App doesn’t work

See title.
AbcdqwertymnbvcAbcdqwertymnbvc

Now I can plan smarter

Love this app, very easy to use.
SnoopWoodrowSnoopWoodrow

App doesn't work

I put in my information and the app takes too long to respond with a code. I enter the code and get an error stating the code is incorrect.
richnielsenrichnielsen

Response from developer

Thank you for bringing this to our attention, Rich. We identified and resolved an issue related to the verification code timing and were able to successfully get you logged in and using the app. Your Portfolio Manager also followed up to confirm everything is now working properly on your end. We appreciate your patience and your continued trust in Trajan Wealth.

FAQ

What is Trajan Wealth?

Trajan Wealth is a finance app designed to simplify financial management by providing a consolidated view of all your investments, assets, and liabilities. It offers features like portfolio tracking, intelligent insights, and direct communication with your financial advisor.

Is Trajan Wealth free to use?

Yes, Trajan Wealth is available for free. There are no in-app purchases or subscription fees required to access its core features.

What devices does Trajan Wealth support?

Trajan Wealth is available on iPhone, iPad, and iPod devices. It is designed for iOS users.

How secure is Trajan Wealth?

While the description does not detail specific security measures, the app is designed to be a dependable place for your financial information. Users should always practice good digital security habits.

Can I track all my accounts with Trajan Wealth?

Yes, the app brings all of your accounts, assets, and liabilities together into a single dashboard for a complete financial picture.

Does Trajan Wealth have ads?

No, Trajan Wealth does not contain advertisements. It is a completely ad-free experience for users.

How often is Trajan Wealth updated?

The latest version of Trajan Wealth was released on May 15, 2026, indicating ongoing development and updates. Users can expect regular improvements and new features.

What is the user sentiment for Trajan Wealth?

Based on the provided data, Trajan Wealth has a rating of 3.7 stars from 3 ratings. This suggests a generally positive but mixed reception from its current user base.