Human advisor plus specialist team
Clients are paired with a licensed Wealth Advisor and supported by a dedicated Wealth Team that includes specialists such as Certified Financial Planners.
Titan
ПодтвердитьTitan is a wealth management platform for tech employees and other high-performing professionals, pairing a human advisor with planning for equity compensation, taxes, investments, and retirement.
Wealth management for tech employees and high-net-worth households
Titan is a wealth management platform built for tech employees and other high-performing professionals who need help coordinating equity compensation, taxes, investments, and long-term planning. The company pairs each client with a licensed Wealth Advisor and a dedicated Wealth Team rather than relying on a self-serve investing experience alone.
The site highlights a mix of advisory services and Titan-branded investment offerings, including Titan Flagship, Titan Direct Indexing, Titan Diversify, and Smart Treasury. Titan also states that it serves clients across the United States, is registered as an investment adviser, and focuses on households navigating pre-IPO, post-IPO, and other wealth-building transitions.
Core capabilities
Equity and tax-focused planning
Titan emphasizes planning for equity compensation, RSUs, liquidity events, taxes, and retirement rather than general-purpose investing alone.
Titan-specific investment offerings
The platform offers proprietary solutions including Titan Flagship, Titan Direct Indexing, Titan Diversify, and Smart Treasury.
Broad investment lineup
Titan lists automated stock, bond, and crypto strategies alongside access to alternative and private market funds such as ARK Venture Fund, Carlyle Credit, Apollo Credit, and Apollo Real Estate.
Ongoing guidance and communication
The site positions service around fast response times, a consistent advisor across major decisions, and transparency into planning and execution.
Tech-enabled wealth management
Titan presents its service through a digital platform while emphasizing modern technology and human stewardship working together.
Common ways clients use Titan
Manage equity compensation
Use Titan to coordinate RSU strategy, stock concentration, and tax planning when a large grant or vesting schedule changes your financial picture.
Plan around liquidity events
Use the platform when you need help deciding how to diversify out of a concentrated stock position while keeping an eye on tax impact and timing.
Build a broader wealth plan
Use Titan if you want a long-term portfolio and retirement plan that is informed by your household wealth, cash flow, and career stage.
Work with an advisory team
Use the service when you prefer a consistent advisor relationship backed by specialists instead of a purely automated investing tool.
Access Titan-managed strategies
Use Titan if you want access to proprietary strategies and a menu of investment options beyond basic model portfolios.
Pros and Cons
Pros
- Dedicated human advisor support with a broader Wealth Team behind each client.
- Planning is tailored to equity compensation, RSUs, taxes, and liquidity events, which matches the needs of many tech employees.
- Titan publishes advisor bios, firm background, and disclosure language directly on its site.
- The platform includes Titan-branded strategies as well as access to additional investment offerings.
Cons
- The pricing page was not available, so the public site only confirms an annual fee of 0.40% and a $500 minimum on the homepage.
- Several offerings are listed by name, but the site text does not provide full product-level details for each one on the pages reviewed.
- Titan does not provide legal or estate planning services according to its disclosures.
FAQ
What does Titan help clients with?
Titan pairs clients with a licensed Wealth Advisor and a dedicated Wealth Team. The team focuses on equity compensation planning, RSU strategy, tax optimization, investment management, and retirement planning.
Who is Titan designed for?
Titan says it serves emerging high net worth employees, both pre- and post-IPO, from leading technology companies throughout the United States, along with equity holders, career transitioners, business owners, and heirs.
What does Titan charge?
Titan’s website states that advisory services start at an annual fee of 0.40% with a $500 minimum. The firm also notes that other custodian and fund expenses may apply and refers readers to its Fee Schedule and Form ADV Part 2A for details.
Is Titan a fiduciary?
Titan is a registered investment adviser (RIA) and says it is legally bound to act in clients’ best interests. The company also notes that brokerage services are provided through Titan Global Technologies LLC and Apex Clearing Corporation.
What products or strategies are available on Titan?
Titan’s site highlights Titan Flagship, Titan Direct Indexing, Titan Diversify, Smart Treasury, Automated Stocks, Automated Bonds, Crypto, and access to several third-party funds. The exact mix available depends on the client and offering.
Quick Facts
- Category
- Wealth Management
- Primary users
- Tech employees and high-performing professionals
- Service model
- Dedicated human advisor plus Wealth Team
- Pricing shown
- 0.40% annual fee; $500 minimum
- Headquarters
- Greenwich Village, NYC
- Domain
- titan.com
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