An Investment Firm in Your Pocket.
If you are looking for a sophisticated, transparent, and tailored approach to active investment management, this is your destination.
Make our money smart.
Preserve your wealth.
01
Cash
Management
Titan Smart Cash is designed to benefit from current high interest rates in US Treasuries. It automatically finds our best after-tax vehicle for you, allowing you to earn more with less risk on your cash.
ExploreInvesting for tomorrow.
02
Managed
Investing
Long-term growth investing, by our investment team. Our old-school approach comes with modern tech – conduct rigorous research, be exceptionally picky, and concentrate capital in our carefully selected ideas. We’ll share what we do and when we do it with a ‘why’ for enhanced transparency.
ExploreAbove and beyond.
03
Concierge
We strive to do everything within our power for our clients like personalized investment plans, updates on broader market moves, or guidance when rolling over your 401k.
ExploreMeet some Titan clients.
We Serve Clients Just Like You.
01.09 Min
“They watch my assets on a regular basis”
Avi
New York City, NY
01.07 Min
“My life milestones are now achievable”
Joann
New York City, NY
01.00 Min
“I wasn’t putting the time and effort into research”
Julio
New York City, NY
Real Clients, Paid Testimonials.
Your Team.
Clayton Gardner
Chief Investment Officer
As Co-Founder, Co-CEO and CIO, Clayton oversees portfolio management for Titan’s proprietary strategies.
John Bottcher
Senior Investment Analyst
John has spent several years investing in global equities at multi-billion dollar firms, now focused on Flagship, Opportunities, and Offshore strategies.
Justin Yoo
Investment Analyst
Formerly an analyst at YipitData, Justin now focuses on Internet and Consumer sectors.
Christopher Seifel
Investment Analyst
With a background in PE, Christopher focuses on the technology sector, specializing in software and semiconductors.
Emily Cherkassky
Multi-Asset Investment Lead
Formerly at a quant hedge fund, Emily oversees portfolio analytics and research across strategies.
Jack Sullivan
Investor Relations
Jack spent several years in the old school wealth management world and now works on our Investor Relations team.
Grace Hamilton
Investor Relations
Grace spent several years at Morgan Stanley Investment management and now works on our Investor Relations team.
Cathie Wood
Founder, CEO
With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research.
William Summerlin
ARK Venture Investment Committee Member
Will joined ARK in March 2021. His research focuses on artificial intelligence and software-as-a-service.
Brett Winton
ARK Venture Investment Committee Member
Brett joined ARK in February 2014. He guides and manages the proprietary research of ARK’s investment team.
Maximilian Friedrich
ARK Venture Investment Committee Member
Max joined ARK in December 2018. He focuses on payments, digital wallets and the venture capital space.
Angela Dalton
Advisory Council
Signum Growth Capital | Founder and CEO
Charles Roberts
Advisory Council
Freenome | Co-Founder, Chief Growth Officer
Francis Pedraza
Advisory Council
Invisible Technologies | Founder and CEO
Justin V. Plouffe
Managing Director
Justin Plouffe is a Managing Director and the Deputy Chief Investment Officer for Global Credit. He is based in New York.
Linda Pace
Managing Director
Linda Pace is a Managing Director and Vice Chair of Global Credit, focusing on investing capital across the Global Credit platform.
Mark Jenkins
Managing Director
Mark Jenkins is a Managing Director and Head of Global Credit based in New York. He is also a member of Carlyle's Leadership Committee.
Brian Marcus
Managing Director
Brian Marcus is a Managing Director and Portfolio Manager in Global Credit. He is based in New York.
Paul J. Ferraro
Managing Director
Paul Ferraro is a Managing Director and Head of Investor Relations for Private Wealth. He is based in New York.
A Wall Street Investment Firm for Modern Investors.
We aim to reimagine investing—from the very products that are available, to the client experience from beginning to end.
Why us?
You’ll get a team of experienced professionals that you can reach out to.
Award winning.
2023
USA TODAY
Best Financial Advisory Firms
2022
Finovate Awards
Best Wealth Management Solution
2022
Y Combinator
Y Combinator Top Private Companies
2021
Global Brands Magazine
Fastest Growing Retail Investment Brand
Money Talks. It Says Invest with Titan.
Get Started
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Please refer to Titan's Program Brochure for important additional information. Certain investments are not suitable for all investors. Before investing, you should consider your investment objectives and any fees charged by Titan. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested, including principal. Brokerage services are provided to Titan Clients by Titan Global Technologies LLC and Apex Clearing Corporation, both registered broker-dealers and members of FINRA/SIPC. For more information, visit our disclosures page. You may check the background of these firms by visiting FINRA's BrokerCheck.
Various Registered Investment Company products (“Third Party Funds”) offered by third party fund families and investment companies are made available on the platform. Some of these Third Party Funds are offered through Titan Global Technologies LLC. Other Third Party Funds are offered to advisory clients by Titan. Before investing in such Third Party Funds you should consult the specific supplemental information available for each product. Please refer to Titan's Program Brochure for important additional information. Certain Third Party Funds that are available on Titan’s platform are interval funds. Investments in interval funds are highly speculative and subject to a lack of liquidity that is generally available in other types of investments. Actual investment return and principal value is likely to fluctuate and may depreciate in value when redeemed. Liquidity and distributions are not guaranteed, and are subject to availability at the discretion of the Third Party Fund.
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