Titan
Award-winning modern wealth management firm for high earning professionals.
Titan · New York, New York
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About
Titan is an award-winning wealth management firm reimagining how ambitious, high-earning professionals manage and grow their wealth.
We help our clients manage their full financial lives across cash management, growth investing, tax planning, equity compensation, home buying, estate planning and much more. All with a dedicated human wealth advisor in an intuitive mobile app, at a fraction of the cost of traditional wealth managers.
We are headquartered in Greenwich Village, NYC, and serve thousands of clients across the U.S.
Who they serve
- High earners
- HENRY (high earner, not rich yet)
- Ultra high net worth
- Executives
- Founders
- Early-career professionals
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Alternative Investments
- Family Office Services
- Financial Advice & Coaching
- Individual Tax Services
- Portfolio Management
- Real Estate Advisory
- Risk Management
- Stock Option Planning
- Trust Services
- Tax Strategy
- Wealth Management
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Liquidity & Exit Planning
- Investment Management
- Insurance Planning
- Financial Planning
- Family Wealth Transfer
- Exit Planning
- Estate Planning
Structured record
| Name | Titan |
|---|---|
| Firm | Titan |
| Location | New York, New York |
| Fee model | Percentage of Assets (AUM) · Subscription |
| AUM | $1B - $5B |
| Founded | 2018 |
| Firm size | 21 - 50 employees |
| Affiliation | Hybrid RIA/Broker-Dealer |
| Designations | Series 66 · Series 7 · Other |
| Investment approach | Blend of both |
| Website | www.titan.com |
| /titan-invest/ |
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Specialties
- Crypto & digital assets
- Small business owners
- Equity compensation
- Real estate investors
- Family wealth transfer
- Sustainable & impact investing