Shyft Score
Directory quality rating
Our take
Titan provides personalized wealth management with tax optimization and dedicated advisors, but lacks AI-driven portfolio management.
Best for: Individuals seeking personalized wealth management services.
Request a demo to evaluate Titan for your team.
See how Titan fits your stackAbout
Titan is an award-winning wealth manager with a mission to increase…
Personalized investment portfolios
Real-time performance tracking
Automated rebalancing
Tax optimization strategies
Dedicated financial advisors
Use cases
Automating investment management
Creating personalized financial plans
Diversifying investment portfolios
Optimizing tax strategies
Best for
Pricing
Titan starts at $29/mo
Starting at $29/mo
Ecosystem
MCP servers, AI skills, and integrations that work with Titan
FAQs
Common questions about Titan and its capabilities
Titan pricing starts at $29/mo. Contact Titan for enterprise pricing and volume discounts.
Our team can help you integrate Titan with your existing tools and build custom automation workflows.
Pulse delivers finance-specific AI insights every week. Free.
Explore
Alternatives, related tools, and resources for Titan
Our free scan analyzes your website, detects your tools, and shows gaps in your AI readiness.