"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. They also helped us diversify our portfolio and consolidate investments across different platforms, giving us greater clarity and confidence that each decision supports our long-term goals."

Ankita M., Product Manager, Databricks
Sharan S., Applied AI Engineer, Apple

"I invested $30K into Titan’s Flagship strategy when they first launched. In the last ten years, what they’ve managed to ship consistently and in high quality has effectively made me move most of my wealth into their diverse offerings. As a high-performing tech exec, I need a team of smart individuals who are acutely focused on growth but are patient enough to tailor things to my needs. That’s what Titan offers.”

Suff S., Member of Technical Staff, Microsoft

“Working with Titan has given me more than financial guidance - it has created a trusted layer of protection around my long-term security and helped me approach major decisions with greater clarity and confidence. Their team understands that wealth management is not only about preserving assets, but also about protecting independence and supporting the life those assets are meant to make possible. I have consistently felt valued and supported as a person, not simply as a portfolio.”

Luke L.

“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. Since becoming a client, my financial confidence has changed. Titan moved me out of those high-fee funds and into a direct indexing strategy that manages my RSU concentration tax-efficiently. They helped me turn that loose plan for college and retirement into something concrete. The transition itself was simple; they worked directly with my previous firms to handle the transfer and kept me in the loop throughout. The advice has been smart and personalized; the digital experience makes everything easy to track, and the service has been excellent throughout.”

Anonymous, Principal Designer, Amazon

"As a tech employee, RSUs and ESPP are things that I actively own and invest in - and leave as-is without a second thought. Titan was great at regular comms and offers to speak to an advisor. I now have a much less concentrated portfolio in company stock and a better outlook on longer term growth. Oh and the best part, Titan takes care of all of it, with regular communications and updates. If I didn't do this, I'd be sitting on capital that was volatile and not doing anything. "

Kausik K., Principal Product Manager

"Before Titan, my investing was scattered. A Robinhood account I traded myself, a 401(k) at Fidelity I rarely looked at, and no plan connecting them. I was guessing at the basics: how much I could put into an IRA, whether to go Roth or pre-tax, what to do with positions that were down. Sofia took my actual tax documents and modeled out the scenarios. She told me to stop contributing to my traditional IRA, to max out the 401(k) that Titan doesn't even manage, and to shift toward Roth instead. That's when I trusted the advice - it was about my situation, not about moving more money to Titan. Now I have one plan with a real target, a set amount going in every week, and someone who answers the questions I used to guess at."

Balaji R., Manager, o9 Solutions, Inc.

"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. I now have a much clearer picture of my finances and a team helping me think ahead - whether it’s identifying tax-saving opportunities, planning for the long term, or helping me thoughtfully diversify a significant portion of my wealth that was concentrated in Meta stock. They’ve helped me think beyond just growing wealth to also preserving it and managing risk over time. The biggest difference for me is the confidence of knowing that I have a proactive strategy in place rather than constantly wondering what I might be missing."

Sanketh A., Product Manager, Meta

“We were looking for a proactive wealth management team that could guide our financial decisions while carefully respecting our risk appetite. Allison and Gio at Titan have been pivotal in doing exactly that. By taking a comprehensive look at our existing investments and cash flow, they completely optimized our strategy. They are thoughtful, collaborative, and incredibly knowledgeable. Taking the time to meet with us in person really built our trust and rapport. Titan provides strategic financial advice, and I have full confidence in their ability to grow our wealth. Partnering with Titan was an absolute no-brainer for us!”

David, Founder

“I originally signed on with Titan for their high interest securities account. As the market fluctuated and interest rates dropped, the Titan team guided me to a managed brokerage account which has beaten expectations!”

Peter, CEO, Source Solar

"I'd been investing with Titan for a few years but didn't have a clear sense of direction: too much liquid cash sitting idle, overindexed into company RSUs and stock, and no real plan for what to do with my savings. What made all the difference was Titan providing us with a dedicated Wealth Advisor. Jack took the time to review our complete portfolio (mine and my husband's) and guided us through all of it: from a concrete path forward and timely RSU transitions to steady support through major life events like tech layoffs and new job opportunities. Having someone optimize both our investments and our tax strategy has given us real confidence, and I genuinely love working with Titan and Jack."

Alja T., Business Strategy, Intuit

"I opened my Titan account in the spring of 2022. I wasn't making informed decisions, and honestly felt silly for not having a better grasp on how my money was being managed outside of everyday expenses. Jack has been my advisor since day one, and his coaching, regular check-ins, and guidance through job offers, employer stock programs, consolidating accounts, and most recently an unexpected severance, have been invaluable. In under five years, through thoughtful planning and accountability, my account has surpassed the $500k milestone. I've referred multiple people to Titan and will keep doing so. But beyond the numbers, feeling more comfortable talking openly about money with friends — especially other women - better understanding the macro market environment, and taking an active role in my financial freedom has been the greatest achievement of my 30s."

Emily, Brand Strategist

“I used to pick stocks, ETFs, and even trade options. I have a group chat of my friends in finance where we had a lot of fun talking trades. But I realized I was losing a lot of time to stressing over the markets, and my career (software engineering) deserved my full attention. And despite some wins, I wasn’t happy with the big mistakes I made due to lack of experience, either. My finances deserved the care that I give my own craft. Since joining Titan I have gotten access to invest in amazing private companies (Anthropic, SpaceX, OpenAI), have been able to track all my finances in one place, and am now able to plan career-defining decisions (startup-financing, job moves, and ISO exercises) with the help of Allison & Gio. The dynamic models and clear, actionable advice they’ve provided have been incredibly thorough, and have made me feel like I can focus on what I’m best at. I know they’ve got my back on the numbers, and they’re always available whenever I need them.”

Ryan, Senior Engineer

“Before working with Titan, my investments were spread across multiple accounts without a cohesive strategy, and a significant portion of my portfolio remained concentrated in Amazon RSUs. The Titan team helped me consolidate my accounts, diversify my investments, and build a coordinated family investment plan focused on long-term growth, saving me significant time and effort.”

Mike, Senior Product Manager, ex-Amazon