Every Money Question. One Trusted Team.
Every Money Question. One Trusted Team.
We Manage Your Whole Financial Life.
Think of Titan as your personal investment office. We don’t just manage your portfolio — we help with everything: equity comp, big life moves, and the day-to-day money questions that pile up.
A Real Advisor
You’ll be paired with a dedicated advisor who gets to know you, your goals, and your entire financial picture. They’re your first call for everything from asset allocation to “Should I sell this?” And the best part? They’ll keep it simple, proactive, and personalized.
Smart Investing.
Titan handles the complexity — from building the strategy to keeping it optimized. You stay informed, involved, and in control — without having to monitor the markets or manage rebalances. This is active wealth management, made seamless.
Market Research.
Stay ahead with weekly insights, deep-dive reports, and real-time portfolio updates...without drowning in market chatter.
Your Money's Genius Bar
Think of us as your in-house money team. We handle the moves you don’t have time for — account consolidation, rebalancing, rollovers — with precision and ease.
From Comp to Cashflow.
Equity packages, tax season surprises, early retirement plans — real life gets messy. Titan’s team helps you navigate major moments and unexpected curveballs with confidence.
Beyond Wealth.
Titan clients get access to experiences that go beyond money — top-tier dining, hard-to-get reservations, and cultural moments in major cities. We believe managing wealth should also make life more enjoyable.
Exclusive Events.
Gain access to client-only investing conversations with industry insiders and C-suite executives. Titan Talks give you front row seats to the historically closed-door insights that can move markets.
Simple Transparent
Wealth Management
Get professional investment management and personalized guidance for a fraction of traditional costs.
Client Fee
- Covers operational costs
- Covers platform access
- Single fee for unlimited accounts
Advisory Fee (Annual)
- Industry-leading rate (traditional managers charge ~1%)
- Covers all investment management services
- Applied to assets under management
See How Your Blended Fee Decreases Based On Your Investment
$250,000
Blended Fee
0.30%
(1) Assets Under Management ("AUM") is as of 12/31/2024.
(2) App download numbers are estimates based on anonymous user IDs from both Android and Apple iOS platforms and may include multiple instances of counting due to changes in IDs over time. Data is as of 10/10/2024, since 2021. This number does not represent Titan’s client count.
(3) Apple App Store Rating is 4.6/5 stars as of 04/07/2025, based on 7K ratings; it reflects user feedback and may not represent all experiences.