Many platforms either leave you to DIY your finances or hand you a static portfolio and call it a day. Titan is different. We’re a modern wealth manager that combines personalized advice, sophisticated investing, and tech-forward service—all in one place. There’s two core components to our offering: 1. Advisory Services You get access to an advisor who helps you with any money or finance question you may have. Think: taxes, RSUs, compensation planning, retirement, college savings, and more. You can lean on your advisor as much or as little as you need. We hear from clients that we’re their financial sounding board—without the traditional barriers or hidden agendas. In fact, many clients use us for a second opinion on investments they may have elsewhere in different accounts. Our role is simple: help you grow, manage, and enjoy your wealth with a team you can tap anytime—whether it’s for portfolio moves, tax strategy, or a big life decision. 2. Investment Management We act as your personal investment manager. Behind the scenes, our team of analysts and advisors curates a tight lineup of investment strategies designed to work together. That includes public equities, fixed income, and private credit—including strategies historically accessible to ultra-high-net-worth investors. Every option we offer passes a simple test: will this help you pursue building wealth over the long-term and more efficiently? If not, it doesn’t make the cut.

As often—or as little—as you need. Some clients prefer quarterly check-ins. Others reach out when they’re facing big moments: equity comp decisions, tax events, major purchases. You’re in control, but we’re always within reach. And because we’re built around a tech-first experience, it’s easy to message or schedule time with us anytime—from wherever you are.

$25/month—or $250/year if you pay annually, plus 0.20% advisory fee on assets we manage. For that, you get access to a full-service wealth manager: active investment management, on-demand advice, tax strategy, Smart Treasury with competitive yields, and even complimentary tax filing. It’s a fraction of the cost of many traditional advisors, and in most cases, clients may save more than the fee in time and tax efficiency alone. If we save you 20 minutes a month, the value may outweigh the cost. Learn More Here: https://help.titan.com/en_us/titan-s-fees-B1lNrytB9

If you’ve outgrown DIY apps—or want more than a robo—and you're ready for real, personalized financial help, we’re probably a fit. Titan is built for people who want to take wealth-building seriously, without handing their future to a faceless firm. We make it easy to invest, get advice, and make progress—all in one place. Think of us as your modern-day CFO—one that fits in your pocket.

Because they want a real partner in helping them build wealth—not just a portfolio. Clients come to us for hands-on guidance, sophisticated strategies, and modern service. They stay because we help them simplify their finances, save time, and make smarter decisions—from investments and taxes to cash management and beyond. You’ll also get perks that actually matter: complimentary tax filing, curated private market access, industry expert calls, and white-glove service. We're not just here to manage your portfolio. We're here to manage your financial life.

Security isn’t just a feature—it’s a requirement. As a fiduciary, we’re legally bound to act in your best interest. We’re regulated by the SEC and use a third-party custodian to hold all client assets in your name. That means your money is not commingled with ours. SIPC provides limited protection to investors against the loss of [cash and securities](https://www.sipc.org/for-investors/what-sipc-protects#cash) in the event of a SIPC-member brokerage firm failure. The limit of SIPC coverage is $500,000, which includes a $250,000 limit for cash. SIPC coverage is limited and does not protect against the decline in value of your securities. For more details, visit [www.sipc.org](http://www.sipc.org/).  We take our responsibility seriously—because this is your future, not just your funds.