Titan for Anthropic Employees
We help you turn your Anthropic equity into a clear plan and a diversified future, while keeping taxes in mind.
We map your grants and model the estimated tax impact.
We then plan when and how much to exercise.
This enables us to build a long term plan around your real goals.
Anthropic employee. 97% in one stock. Here's what we did.
An Anthropic engineer came to Titan with nearly all of their $15M net worth tied up in pre-IPO equity, and a charitable pledge outstanding. With the IPO filed and a blackout in place, we built a tranched exercise plan to spread ordinary income and AMT across years, modeled three diversification scenarios, and timed the charitable donation to land after the one-year mark to preserve the full fair market value deduction.
Three Scenarios. One Clear Answer.
We modeled what happens if they hold everything, what happens if Anthropic drops 20% post-IPO, and what happens if they diversify in tranches. Holding in full: 74% success probability. A 20% drawdown with no hedge: 62%. The diversified plan: 87%, while still keeping meaningful Anthropic upside.
Real client story, anonymized for privacy. Titan is not affiliated with or endorsed by Anthropic.
The Same Planning the Ultra-Wealthy Receive
Tranched exercises, AMT planning, charitable pledge timing, direct indexing...this level of coordination was historically only available to investors with $5M+. We built the technology and the team to make it available to Anthropic employees before the IPO window opens.
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What can your Anthropic equity actually do?
We build a lifetime plan around your goals and your cash flow, then pressure test it, so you are deciding with the full picture in front of you.
What can your Anthropic equity fund?
We translate your position into what it can actually support: a first home, time away from work, family, giving, and retirement.
What can you afford to keep?
We find how much you can leave concentrated in Anthropic while still securing your plan, so the rest can keep riding.
What happens in different scenarios?
We model the stock rising, falling, or holding flat, an early exit from work, or a major purchase, so you can see the range of outcomes before you commit.
Why Titan
1
This is our specialty
Equity compensation for pre- and post-IPO tech employees is the core of our practice, not an add-on for this moment.
2
We know your package
Low strike prices against a high fair market value, plan details, the pledge and match component (if applicable), and concentration that can reach the overwhelming majority of your net worth.
3
We diversify on your terms
We do not tell you to sell everything. We find the amount that needs to come off the table to secure your plan, and determine the best plan for the rest, including the timing of when to sell and hold you accountable for it.
READ OUR WEALTH DECK
Key Facts on Titan
1
Total Assets Under Management
$1.2 billion *
2
Total Growth for Clients Since Inception
$302 million **
3
Founding Date
2017
4
Annual AUM Fee
0.40%
5
Liquidity
Daily
6
Headquarters
Greenwich Village, NYC
7
Services
Equity, Tax Planning, Cash Flow, Wealth
Pricing and getting started
Two ways to work with us
Flat financial planning fee
You can choose to work with us by just paying a financial planning fee of $1,500 to $5,000 for the year, scaled to complexity, with no requirement to move any assets.
OR an industry-low annual advisory fee of 0.4%
This is a 0.4% per year fee for ongoing financial planning and investment management together. If you choose this, you would not owe any planning fees (all planning is included).
To be clear, you are never billed twice
If you start with the flat planning fee and later bring assets over, that fee acts as a retainer and credits against the advisory fee for the year.
Disclosures
See full disclosures below.
* AUM is as of 6/2/2026.
** Figure represents the total growth for all Titan clients from Titan’s first strategy launch on 2/20/2018 through 3/31/2026, net of fees (where applicable). Includes both realized and unrealized gains of all offerings made available over time, accounting for the reinvestment of dividends. The 5-year figure is $230M from 4/01/2021, and the 1-year figure is $86M from 4/01/2025. Figures are before tax and do not account for individual client tax liability. Some clients experienced losses individually that are netted against gains in this aggregate. Not representative of any individual client's experience. Past performance is not indicative of future results. All investments carry risk, including the potential loss of principal, and investment growth is not guaranteed.
As of 5/31/2026, Anthropic, Inc. is a 6.40% holding in the ARK Venture Fund. Titan is not affiliated with or endorsed by Anthropic. All company names, logos, and trademarks displayed are the property of their respective owners and are used for identification purposes only.
The case study provided is illustrative in nature and is not a client endorsement or testimonial. It is intended to provide an example of Titan's process. Individual experiences may vary based on unique circumstances. Titan does not provide legal or estate planning services. Tax information or guidance, when provided, is not a substitute for the advice of a qualified tax advisor, as Titan is not a tax professional. Outcomes vary based on individual circumstances, and you should consult a qualified professional before taking action that could impact your situation. Any figures mentioned are estimates and are subject to change. The views, opinions, and descriptors used should not be construed as promises of quality or guarantees of performance or future results. Keep in mind that while diversification may help spread risk, it does not ensure a profit or protect against loss. This content is for informational purposes only and is not investment or financial advice, tax or legal advice, an offer, solicitation of an offer, or advice to buy or sell securities. The mention of specific securities, asset classes, or investment strategies does not constitute a recommendation, affiliation, or endorsement.
Direct Indexing is a discretionary investment management service offered by Titan. Direct Indexing is a long-only equity strategy subject to market risk and is not guaranteed to generate a specific outcome. This strategy is available in taxable accounts only and is not appropriate for tax-advantaged accounts. Please note that the number of individual securities held in a Direct Indexing account varies based on account size and may be significantly fewer than the full 500 constituent securities of the S&P 500® index. For more information, see Direct Indexing Risks and Disclosures.