Titan

Titan is a modern Registered Investment Advisor (RIA) designed for ambitious professionals in the US who are serious about building long-term wealth. It distinguishes itself from DIY apps and traditional robo-advisors by offering a unique hybrid model that combines the personalized touch of a dedicated human advisor with the efficiency and sophistication of a tech-forward platform. Titan acts as a personal CFO, handling the complexities of investing, tax planning, and wealth management, allowing clients to focus on their careers and lives.

The platform is built for individuals who have outgrown basic investment apps and require a more holistic approach to their finances. Titan's team of analysts and advisors curates a range of investment strategies, including public equities, fixed income, and private credit, which were historically accessible only to ultra-high-net-worth investors. The core mission is to simplify wealth creation, providing expert guidance and sophisticated tools in one integrated service.

How to use Titan

Getting started with Titan is a straightforward process designed for busy professionals:

1. Become a Client: Sign up on the Titan platform and complete the onboarding process to establish your financial profile and goals.
2. Connect with Your Advisor: You are assigned a dedicated wealth advisor. You can message them anytime or schedule calls to discuss any financial matter, from big-picture strategy to specific questions about equity compensation or a major purchase.
3. Define Your Strategy: Work with your advisor to craft a personalized financial plan that aligns with your goals, risk tolerance, and life events, such as retirement, college savings, or managing a liquidity event.
4. Fully Managed Investing: Titan's investment team takes over, building and actively managing a sophisticated portfolio tailored to your plan. They handle all the research, trading, and rebalancing.
5. Stay Informed: Receive real-time video updates from the investment team explaining market movements and changes to your portfolio. The platform provides transparent access to your performance and holdings.

Core Features of Titan

• Dedicated Human Advisors: Unlimited access to a dedicated wealth advisor for personalized guidance on taxes, RSUs, compensation planning, retirement, and more.
• Actively Managed Portfolios: Sophisticated investment management across a range of asset classes, including public equities, fixed income, and private credit.
• Holistic Financial Planning: Comprehensive advisory services that go beyond investing to cover your entire financial life.
• Exclusive Investment Access: Opportunities to invest in strategies and private market deals typically reserved for institutional or ultra-high-net-worth investors.
• Tech-Forward Service: A modern, intuitive platform with easy communication tools, real-time video updates, and seamless account management.
• Complimentary Perks: Value-added services such as complimentary tax filing and access to expert calls and market analysis.
• Smart Treasury: A cash management solution offering competitive yields on your cash reserves.

Use Cases for Titan

Titan is ideal for:

• Tech Professionals & Executives: Effectively manage complex equity compensation like RSUs and stock options, including tax optimization strategies before and after vesting.
• High-Earning Professionals: Individuals who are busy with their careers and want to delegate the complexity of portfolio management to save time and achieve better outcomes.
• Investors Graduating from DIY Platforms: Users who feel they have outgrown the capabilities of robo-advisors and need personalized, human-led financial strategy.
• Serious Long-Term Wealth Builders: People who want a real partner to help them navigate market volatility and make smart, informed decisions to grow their wealth over the long term.

Advantages of Titan

Titan's key advantages include:

• Hybrid Model: It offers the best of both worlds—the strategic insight of a human advisor and the efficiency of advanced technology.
• Cost-Effective: Provides services comparable to a traditional private wealth manager at a fraction of the cost.
• Fiduciary Responsibility: As an SEC-registered RIA, Titan is legally obligated to act in its clients' best interests.
• Comprehensive Service: Manages your entire financial picture, from investments and taxes to cash management and life decisions, providing a true CFO-like experience.
• Transparency and Education: Keeps clients informed and educated with regular updates, video commentary, and in-depth market analysis.

Pricing and Plans

Titan offers a straightforward and transparent pricing structure:

• A flat subscription fee of $25 per month or $250 per year (providing a discount for annual payment).
• An advisory fee of 0.20% on the assets that Titan manages.

This fee includes access to a dedicated advisor, active investment management, tax strategy, Smart Treasury, and complimentary tax filing, offering significant value compared to traditional advisors.