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Titan: Your Wealth Team app icon#6in Financial Planning

Titan: Your Wealth Team

C Tier
Situational · #6 of 7 · provisional
68
4.6★7.0K ratings
Freeprice
9dsince update
  • iPhone
  • iPad

What is Titan?

The listing describes Titan as a private wealth management firm founded in 2017 for high-performing tech professionals. It states that clients receive a dedicated Wealth Advisor, a Client Service Associate and an Investment Team, with services spanning investments, equity compensation, tax planning, retirement planning and trust and estate coordination. It lists fees of 0.4% annually with no commissions.

Pricing. Titan: Your Wealth Team is free, with no in-app purchases on the App Store.

Good for

  • Planning around RSUs and other equity compensation
  • Coordinating tax strategy with stock compensation
  • Tech employees wanting a dedicated advisory team

Screenshots

1 / 6

Why this app is in C tier

Titan scores 68 out of 100: rating 92, rating count 79, App Store search rank 0, update recency 100. The four parts are averaged with no weights, and C tier follows from that score within this list. The full explanation, as data.

Description

Money is the #1 source of complexity for tech employees, especially around RSUs, equity, and taxes. Titan is here to handle it. OUR FIRM Founded in 2017, Titan is a private wealth management firm built for high-performing tech professionals. By combining specialized Wealth Teams with AI-powered technology, we deliver the relationship intimacy of a boutique advisor with the scale, access and capabilities of a leading wealth firm. From equity compensation and tax strategy to major life decisions, we help clients navigate complexity with clarity, confidence and ease. With a dedicated advisory team hailing from JP Morgan, Goldman Sachs, Bank of America, and UBS, we manage over $1.25 billion* in assets and have delivered over $302 million** in total growth to our clients since inception. OUR CLIENTS We serve emerging high net worth employees, both pre and post IPO, from leading technology companies throughout the United States, including OpenAI, SpaceX, Meta, Google, and NVIDIA. OUR EDGE Leveraging AI-powered technology, specialist advice and dedicated Wealth Teams, we deliver a smarter way to manage wealth - designed for the next generation of builders, founders and professionals

Compare in Financial Planning

MeasureTitanEFEEllevest
TierCBF
Score68 / 10080 / 10047 / 100
Rating4.6 ★4.6 ★4.7 ★
Ratings7.0K7.6K5.8K
Latest ratings · 180d—3.7 ★ · 18 reviews—
Last update9d ago21d ago603d ago
PriceFreeFreeFree download

Alternatives

See all 6 ›
  1. Empower ®Free · ★ 4.8S
  2. NerdWalletFree download · ★ 4.8A
  3. Edward JonesFree download · ★ 4.8A

Questions about Titan

Is the app free?

The App Store lists the app as free to download, with no in-app purchases listed. The listing separately states 0.4% annual fees and no commissions for the firm's services.

Who is the service for?

The listing says Titan serves emerging high net worth employees, both pre and post IPO, at technology companies in the United States, including OpenAI, SpaceX, Meta, Google and NVIDIA.

What do clients receive?

The listing says clients get a dedicated Wealth Advisor, a Client Service Associate for account operations and transfers, and a professional Investment Team managing the portfolio.

Is Titan free?

Yes. Titan is free on the App Store, with no in-app purchases.

What is Titan good for?

Titan is built for planning around RSUs and other equity compensation, coordinating tax strategy with stock compensation, tech employees wanting a dedicated advisory team. It sits in the financial planning list on AppTierList.

Is Titan worth it?

Titan is C tier, ranked #6 of 7 financial planning apps with a score of 68 out of 100, from a 4.6 App Store rating across 7,040 ratings. 5 apps rank above it in the same list.

How does Titan compare to EFE?

Titan is C tier at 68; EFE is B tier at 80. EFE ranks higher. Titan is free, with no in-app purchases, EFE is free, with no in-app purchases.

How often is Titan updated?

Titan was updated 9 days ago, which counts in its favour.

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All the facts

List
Financial Planning (C tier, #6)
Tier
C (Situational)
Score
68 / 100
Rank in list
#6 of 7
Ranking certainty
early: few ratings or search ranks so far
Price
Free
App Store rating
4.6 out of 5
Number of ratings
7,040
Current version
(9 days ago)
App Store data read
App Store category
Finance
Good for
Planning around RSUs and other equity compensation, Coordinating tax strategy with stock compensation, Tech employees wanting a dedicated advisory team
Requires
iOS 15.1 or later
Size
71 MB
Age rating
4+
Languages
1
Runs on
iPhone, iPad
Developer pages
Website · Support · Privacy policy
Maker
unclaimed
As data
JSON · why it ranks here

App Store data read · ranking · how it is computed