Titan

Market position

Titan operates in wealth management and fintech, positioning itself as a lower-fee, technology-enabled alternative to traditional private banks and wealth advisors for technology-sector employees, and describes itself as an award-winning firm building "the Wall Street firm of the future."

Titan positions its 0.40% annual fee and $500 minimum against traditional wealth advisors that it characterizes as charging above 1% annually with minimums around $500,000, and emphasizes specialization in equity compensation, liquidity and career events, dedicated wealth teams with fast response times, and proprietary products unavailable elsewhere.

Technology

The firm states it uses AI-powered technology to support advisors and wealth teams, and offers a discretionary direct indexing equity strategy available in taxable accounts.

Go-to-market

Direct-to-client acquisition via its website with an advisor consultation funnel, supported by content and anonymized client case studies; hiring includes wealth advisors, client services and account executive roles in its New York office.

Emerging high-net-worth employees, founders and professionals at leading U.S. technology companies, both pre- and post-IPO, including employees of firms such as SpaceX, OpenAI, Anthropic and Meta.

Geography

Headquartered in Greenwich Village, New York City, serving clients from technology companies throughout the United States; a company profile lists two offices, in New York, New York and Sturtevant, Wisconsin.

History

The company's website gives a founding date of 2017 and dates its first investment strategy launch to February 2018. It later focused its offering on wealth management for technology professionals, adding proprietary products including Titan Flagship, Titan Direct Indexing and Titan Diversify, and reported roughly $1.2 billion in assets under management by 2026.

Risks & controversies

Company disclosures note that all investing involves risk including potential loss of principal, that diversification does not ensure a profit, that past performance is not indicative of future results, and that Titan does not provide legal, estate planning or tax professional services. The firm also discloses that the "Amex of Wealth Management" characterization is an unpaid client opinion from September 2024 and not representative of all clients, and that it is not affiliated with or endorsed by the technology companies named in its case studies.