Taiko Private Wealth
Finance
Free · Designed for iPad. Not verified for macOS.
The Taiko Private Wealth app is a secure mobile application that gives clients a clear, consolidated view of their entire investment portfolio in one location. Users can access a comprehensive breakdown of their total portfolio, by account, strategy, or individual positions, helping them understand how their portfolios are structured and how they are performing over time.
In addition to portfolio visibility, the application includes a secure document vault for convenient and encrypted access to important financial materials. Clients can view custodian statements, tax documents, consolidated reports, and market research insights published by our investment committee, all protected by industry-standard security measures to ensure privacy and data protection.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Taiko Private Wealth Advisors, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Taiko Private Wealth Advisors LLC
- Size
- 62.9 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Taiko Private Wealth Advisors, LLC