What is Titan?
Titan offers a unique approach to wealth management by blending the personalized service of dedicated human financial advisors with technology-powered investment strategies. Clients benefit from fully managed investment portfolios featuring public equities, fixed income, and exclusive private credit options, previously available only to ultra-high-net-worth individuals. Titan's tech-driven platform enables clients to save time, receive real-time updates, and access professional financial advice on topics such as taxes, retirement, equity compensation, and large purchases.
Focused on transparency and security, Titan operates as an SEC-registered fiduciary and uses third-party custodians to safeguard client assets. The platform's tech-forward experience ensures easy access to advisors and up-to-date portfolio information, while also providing value-added perks like complimentary tax filing and curated market opportunities. Titan aims to make sophisticated wealth-building strategies accessible, efficient, and tailored to each client's evolving needs.
Features
- Dedicated Wealth Advisor: Access to a personal financial advisor for ongoing, personalized financial guidance.
- Fully Managed Investing: Automated investment management across diverse asset classes including equities, fixed income, and private credit.
- Real-Time Updates: Receive ongoing video and text updates about investment portfolios.
- Curated Investment Strategies: Exclusive investment options typically reserved for high-net-worth investors.
- Complimentary Tax Filing: Benefit from included tax filing services via integrated partners.
- Tech-First Experience: Contact advisors, monitor investments, and manage finances seamlessly through digital platforms.
- Secure Asset Custody: SEC-regulated, fiduciary service with third-party asset custody for maximum client protection.
- White-Glove Service: Hands-on support and concierge services tailored to client needs.
Use Cases
- Professionals seeking ongoing wealth management and financial planning support.
- High earners needing curated investment strategies and private market access.
- Individuals requiring tax-efficient planning and end-to-end investment oversight.
- People looking to save time managing investments and receive expert advice during major financial decisions.
- Clients seeking a modern, digital wealth management experience with real human support.
FAQs
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How is Titan different from other wealth management platforms?
Titan combines personalized guidance from licensed human advisors with tech-forward investment management, offering both hands-on support and sophisticated strategies in one platform. -
How much does Titan cost?
Titan charges $25 per month or $250 per year if paid annually, plus a 0.20% advisory fee on managed assets, which includes access to full-service wealth management and additional perks. -
How secure is my money with Titan?
Titan is regulated by the SEC and uses third-party custodians to hold all client assets under the client’s name, ensuring strict security protocols and SIPC protection where applicable. -
What types of investment strategies does Titan provide?
Titan offers curated portfolios spanning public equities, fixed income, and private credit—including investment opportunities traditionally accessible only to ultra-high-net-worth clients. -
Can I contact my advisor anytime?
Yes, clients can message or schedule time with their dedicated advisor at their convenience through Titan’s digital platform.
