Wealth management service for high-net-worth tech employees combining AI-powered technology with dedicated licensed Wealth Advisors at a 0.40% annual fee.
Titan is a registered investment advisor (RIA) specializing in wealth management for tech employees, founders, and pre/post-IPO professionals. Each client is paired with a licensed Wealth Advisor supported by a dedicated Wealth Team including Certified Financial Planners. Titan offers proprietary products including Titan Direct Indexing, Titan Flagship, and Titan Diversify. The firm charges an industry-low 0.40% annual advisory fee with a $500 minimum and manages approximately $1.2B in assets. Titan is a product of Titan.