The wealth manager
for tech professionals.

We manage your investments, equity compensation,
tax planning, retirement, and coordinate estate planning.
One team, all in one place.

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Trusted by employees of

We manage the financial lives of emerging and high
net-worth employees from leading technology
companies, both pre and post IPO.

$1.2 Billion

assets under management

10,000 +

Clients

SEC

Registered Investment Advisor

AUM and client count are as of 9/30/2026.

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Your wealth,
fully managed.

Explore services

Your wealth,
fully managed.

Explore services

Your financial quarterback.

As a Titan client, you are paired with a dedicated, licensed wealth advisor who serves as the quarterback for your financial life. Your advisor is backed by a deep bench of specialists, including CFP® professionals, tax planners, and we can work with your trust & estate attorneys. As fiduciaries, your wealth team is required to put your best interests ahead of our own at all times.

Built for your goals.

We start by reviewing your accounts outside of Titan. Then we build and manage a tax-aware portfolio that we believe can deliver attractive risk-adjusted returns for your goals. Your advisor constructs it using strategies managed by our in-house Investment Team, spanning active (alpha) and passive (beta) approaches across equities, fixed income, credit, real estate, venture capital, and crypto.

For illustrative purposes only; not representative of actual client data and not a recommendation.

Year-round tax planning.

We help keep more of what you earn working for you, not the IRS. We look across your equity comp, income, real estate, and investment accounts to find opportunities others may miss, using strategies like tax-loss harvesting, tax lot selection, 1031 exchanges, and charitable giving. Instead of a once-a-year conversation, tax planning is an ongoing part of how your wealth is managed, so the right decisions happen when they matter most.

Every decision, in context.

Financial planning ties everything else together. We build a complete picture of your household: what's coming in, what's going out, and where your assets sit across equity, cash, and investment accounts. Then we use it to answer the big questions, like how much to keep liquid, which account a given dollar belongs in, and whether the house is affordable. It's a living model your wealth advisor and CFP® professional use to pressure-test decisions as your life evolves.

Retire on your terms.

Retirement planning starts long before you stop working. We map out how your equity, savings, and investment accounts come together to fund the life you want: when to draw down, how to manage taxes along the way, and how a liquidity event today changes the picture decades from now. It's a plan you and your wealth advisor revisit as your career and goals evolve, not one you set and forget.

For illustrative purposes only;
not an actual client or actual client data.

Why our clients choose Titan

“Beyond just growing wealth... a proactive strategy”

“Before Titan, I always felt like I could be doing more when it came to taxes and managing my overall finances. I was making decisions as things came up, but I didn't really feel like I had a proactive strategy or knew whether I was taking advantage of all the opportunities available to me. Working with Titan has changed that.”

Sanketh A.

“Greater clarity and confidence”

“Before Titan, we were navigating complex equity compensation, concentrated stock positions, and tax decisions across multiple employers without a unified strategy. Sofia and the Titan team created a clear, personalized plan spanning our ByteDance, Databricks, and Apple equity, tax exposure, retirement accounts, and broader investments.”

Ankita Mehta & Sharan Shodhan

“Needed a wealth advisor who understood the tech industry”

“Before Titan, I wasn't confident in my financial position. My portfolio was sitting in high-fee, actively managed mutual funds through T. Rowe Price. Also, I had no real strategy for managing the tax impact of my Amazon RSUs as my equity compensation grew. I needed a wealth advisor who understood the tech industry and knew how to leverage RSU compensation effectively.”

Anonymous

Jack Sullivan

Managing Director, Wealth Advisor

Testimonials were provided by current Titan clients during September 2026 and no compensation was provided. The testimonials reflect the clients' opinions at the time, and do not represent the experiences of all clients as individual experiences will vary. The testimonials reflect clients' experiences with Titan's financial planning process and services, and are not intended to convey investment performance. This content is for informational purposes only and should not be construed as investment, tax, or legal advice or a recommendation. Any mention of companies, securities, strategies, or asset classes does not constitute affiliation, an endorsement, or a recommendation. Any company names, logos, and trademarks displayed are the property of their respective owners. Their use does not imply affiliation with or endorsement of Titan. Photos are for illustrative purposes only and may not depict the actual advisor of the client quoted.