We're Your Investment Team
Our goal is to make you more money and save you more time over the long term than you would trying to manage your wealth on your own.
$1+ Billion AUM
500,000+ Downloads
4.7 App Store Rating
Wave goodbye to DIY
Professional Wealth Management, Without the High Fees or Minimums
We Actively Manage Your Wealth
Get a tailored portfolio of our proprietary investment strategies across treasuries, stocks, ETFs, and more. Developed and managed by our in-house team.
Advice On Demand
From investment recommendations to tax saving strategies, stay on track with guidance from our licensed financial advisors.
Perks Beyond Wealth
With wealth comes privilege. Our Concierge gets you access to the best in dining and events in major cities. We go the extra mile for our clients.
Updates on your money
Like a CIO in Your Pocket
Your Money’s Getting an Upgrade
The average equity investor underperformed by ~5.5% in 2023. Titan's clients have historically compounded an average of 11.64% annually. Using a financial advisor could add up to ~3% in annual net returns.
11.64% reflects the annualized composite return of Titan client accounts from Titan’s launch on 2/20/2018 to 12/09/2024, net of fees.
What we offer
We're Your Full Investment Team, for Less Than Half the Cost of One Advisor
Automated Index Investing
Set-it-and-forget-it investing. A foundational part of an investor’s portfolio. Designed to track the global stock and bond markets.
Actively Managed Strategies
Our experienced analyst team actively manages your wealth in equities in pursuit of long-term growth.
Cash Management
Our Smart Treasury strategy actively moves your cash to earn you your highest available after-tax yield.
Alternative Investments
Crypto and other alternative strategies like venture capital, private credit, and real estate. Managed by well-known Wall Street firms and historically less accessible to retail investors.
Help on demand
Get Guidance From Professional Advisors
Book one-on-one sessions and group calls with our financial advisors.
Jack · Licensed Advisor
Clay · Chief Investment Officer
Sofia · Licensed Advisor
John · Investment Analyst
Our advisors and analysts come from experience:
Beyond Just Investment Management—Taxes, Too.
Get expert tax filing (valued at up to ~$300), exclusive market insights through Titan Talks, and VIP hospitality access in major US cities.
Titan clients include high-earning professionals from some of the most iconic companies and institutions in the US.
Compare for yourself
The 50th Floor Experience, In The Palm Of Your Hand
Stock Trading Apps
e.g. Robinhood
Private Wealth Managers
e.g. UBS, Goldman Sachs
Investment Options
Cash Management Strategies
Tax optimized money market funds
Alpha Oriented Equity Strategies
Long only, actively managed
Automated Index Investing
Low-cost, tax-advantaged passive investment strategies
Alternative Investments
Venture Capital, Real Estate, Credit, Crypto
Buy & Sell individual stocks and ETFs
An investment 'sidecar'
Advisory Services
Bespoke Asset Allocation
Tailored portfolio construction
Ongoing Investment Advice
Continuous financial expertise to navigate market shifts
Personalized Financial Advisory
Custom-built and regularly fine-tuned
Exclusive Benefits
Complimentary Tax Filing
Hassle-free tax preparation with expert review
On Demand Concierge Service
SMS an in-house Concierge Team
Curated Events & Experiences
Box suite tickets, courtside sports, speaker events
The comparison above is for informational purposes only. Features listed for other platforms or services are not exhaustive, may vary, and are subject to change.
Make Managing Your Wealth Our Job.
We're ready when you are.