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

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.