Titan
Wealth management for high-performing tech professionals.
Titan is a wealth management platform for employees of technology companies, pairing each client with a dedicated Wealth Advisor and a supporting Wealth Team of specialists, including Certified Financial Planners. It addresses complex household wealth decisions around equity compensation, tax planning, cash flow, and investment management, particularly for emerging high net worth employees before and after an IPO. Titan is a registered investment advisor and states that it is legally bound to act in clients' best interests.
The platform combines AI-powered technology with human advice and offers Titan-only products including Titan Flagship, Titan Direct Indexing, and Titan Diversify. Services span equity, tax planning, cash flow, and wealth management, with additional offerings such as Smart Treasury, Opportunities, Offshore, Automated Stocks, Automated Bonds, Crypto, and third-party funds including ARK Venture Fund, Carlyle Credit, Apollo Credit, and Apollo Real Estate. Titan also provides specialized guidance for equity holders, pre-IPO employees, career transitioners, and heirs.
Titan is packaged around an annual advisory fee of 0.40% with a $500 minimum, and brokerage services are provided through Titan Global Technologies LLC and Apex Clearing Corporation. Advisory services are available only to U.S. residents in jurisdictions where Titan is registered.
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