Titan

Every Money Question. One Trusted Team. 

Every Money Question. One Trusted Team. 

Wealth

Titan acts as your personal investment office. We advise on everything—equity compensation, liquidity events, company exits, major purchases, and the financial decisions that come with real wealth.

Titan
Wealth

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.

Titan
Wealth

Titan manages your portfolio from start to finish. We design the strategy, manage risk, and make ongoing adjustments as markets shift. You stay informed and in control, without the stress of rebalancing, timing trades, or second-guessing decisions.

This is active wealth management, built for peace of mind.

Titan
Services
Services
Titan
Services
Titan
Benefits
Titan
Benefits
Titan

Simple Transparent
Wealth Management

Get professional investment management and personalized guidance for a fraction of traditional costs.

Client Fee

Monthly
Annual
-17%
$250/ year
  • Covers operational costs
  • Covers platform access
  • Single fee for unlimited accounts

Advisory Fee (Annual)

0.2%/ AUM
  • 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%

SEC

Registered Investment Advisor

$1+ Billion(1)

Assets Under Management

500,000+(2)

Downloads

4.7 Rating(3)

App Store Rating

(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.

Let’s put a strategy behind your wealth.

Join Titan