Money is the #1 source of complexity for tech employees, especially around RSUs, equity, and taxes. Titan is here to handle it.
OUR FIRM
Founded in 2017, Titan is a private wealth management firm built for high-performing tech professionals. By combining specialized Wealth Teams with AI-powered technology, we deliver the relationship intimacy of a boutique advisor with the scale, access and capabilities of a leading wealth firm. From equity compensation and tax strategy to major life decisions, we help clients navigate complexity with clarity, confidence and ease. With a dedicated advisory team hailing from JP Morgan, Goldman Sachs, Bank of America, and UBS, we manage over $1.25 billion* in assets and have delivered over $302 million** in total growth to our clients since inception.
OUR CLIENTS
We serve emerging high net worth employees, both pre and post IPO, from leading technology companies throughout the United States, including OpenAI, SpaceX, Meta, Google, and NVIDIA.
OUR EDGE
Leveraging AI-powered technology, specialist advice and dedicated Wealth Teams, we deliver a smarter way to manage wealth - designed for the next generation of builders, founders and professionals, at a fraction of the traditional cost.
Competitive Fees:
0.4% annual fees, no commissions.
We win when you win.
Exceptional Service:
Dedicated wealth teams, fast response times and a beautiful client experience.
Proprietary Access:
Access to “Titan-only” products, such as Titan Flagship, Titan Direct Indexing, and Titan Diversify.
OFFERINGS
From RSU planning to tax optimization to estate coordination, our team handles the complexity so you don't have to. Our capabilities span investments, equity compensation, tax planning, retirement and financial planning, trust and estate planning coordination, and insurance coordination.
HERE'S WHAT YOU GET
- A dedicated Wealth Advisor as your primary relationship
- A Client Service Associate for account operations and transfers
- A professional Investment Team managing your portfolio
- Tax-aware strategies across Smart Sell, Direct Indexing, and Smart Treasury
- Active and passive investment management across equities, fixed income, and alternatives
- Trust, estate, and retirement planning coordination
- Market expertise through proprietary research, reports, and audio notes
Your wealth deserves a proper team.
Disclosures
* AUM as of 6/2/2026
** Figure represents the total growth for all Titan clients from Titan’s first strategy launch on 2/20/2018 through 3/31/2026, net of fees (where applicable). Includes both realized and unrealized gains of all offerings made available over time, accounting for the reinvestment of dividends. The 5-year figure is $230M from 4/01/2021, and the 1-year figure is $86M from 4/01/2025. Figures are before tax and do not account for individual client tax liability. Some clients experienced losses individually that are netted against gains in this aggregate. Not representative of any individual client's experience.
Titan Global Capital Management USA LLC ("Titan") is an SEC-registered investment adviser. Titan's affiliate, Titan Global Technologies LLC, is an SEC-registered broker-dealer. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results, and investment growth is not guaranteed. Certain investments are not suitable for all investors. Keep in mind that while diversification may help spread risk, it does not assure a profit or protect against loss. Investors should consider their investment objectives and risks carefully before investing. Please visit www.titan.com/disclosures for additional disclosures. Not an offer to buy or sell securities. Not tax advice.
Highly recommend opening a Titan investment account. The unique services offered put the a cut above your standard investment partners. Want a diverse, profitable portfolio built for your personal goals? Titan built my portfolio based on an aggressive 10-yr time horizon. It’s a well-balanced portfolio that can survive the ups and downs of the market over time. Want to hear directly from upper management and investment partners? Titan just held their annual call with all investors last week over zoom and created content from their investment partners breaking down their offerings and why their right for the current climate. Want the safety and security of passive index funds AND an expert to pick stocks based on the financial forecasts in the market? Titan has exactly that…..I'm invested in a passive S&P 500 Index Fund, actively managed stocks in mid and small cap companies, international companies, a diversified real estate portfolio, private credit and even a venture fund. In addition, Titan has just notified all their investors of new offerings launching soon. The best is getting even better? Finally, the app is incredibly easy to use, monitor your portfolio, add funds, withdraw and stay informed about what’s impacting your portfolio. Titan constantly provides articles on companies they’re investing in, educational content as to why certain actions are be taken and even a community Question and Answer session that gets real responses in a day. Oh yeah, you can also book a personalized call with the Investor Relations to get the 1:1 assistance you need. Couldn’t be happier; highly recommend!
Developer Response
Hi Keyser - thank you so much for this super thoughtful review. We so appreciate your support with what our team is doing and what we offer. If you ever have any feedback on how we can improve your experience, please don't hesitate to email support@titan.com - everything we do is backed by the desire to support you. Thank you, again!
Unique investing strategies for all
MJHeller4179
There are seemingly endless options for investing, and I’ve tried many platforms. Titan combines daily education with unique strategies, some that you can’t get through traditional brokerages. They are democratizing investing by allowing smaller investment amounts into cutting edge products that typically require large sums of money for investors to access. I was really happy with how they sold off some of the shares in their managed strategies before those stocks hit lows and also hedged the portfolios to actually create some gains in the portfolio while the market was going through the most recent downturn. These are things I wish I had done with my personally managed account. I’m really happy with how the company has evolved as they continue to add new products to the network. The app is fairly simple to use and they suggest asset allocation when you decide to add money. If you’re like me, you will want to keep adding and watch it grow.
Developer Response
Thank you for this feedback! This is so imperative for our team. If you ever need anything or have additional feedback, please don't hesitate to reach out to support@titan.comHave a great day!
Beware of the fees
Dkole Zmaj
Even though it aims to appear as an upper scale, investment platform, the lack of transparency is stunning and manipulative. There is literally nowhere on the app to be found that insufficient funds transactions are charged $30 for each transaction that failed due to insufficient funds, regardless, if someone invested if someone invested $5, 25, 50,- or any dollar amount. If there is not enough cash in your bank account, they will charge $30 for any failed transaction. What is particularly annoying is that nowhere on the app, in all the charges, failed or successful transactions, will there be any mention of the $30 fee, even if it is imposed and taken by the platform. There is no notice about the fee and you will not see that they charged you a $30 fee. The only way that you will be able to see that you’re charged an insufficient funds fee is through your email. On the other hand, they have sections on how they are the best high-yield portfolio for cash, how they have the lowest fees, how the new subscription that will cost $250 for a year is basically paying itself off through their tax solution, and you will see particular fees of 0.5, 0.95, or all other lowest amounts of fees for different types of investments; however, you will not know where to find information about insufficient funds fees. I just found out about this tonight and I can’t wait to call them tomorrow morning.
Worst compared to other apps!
dpotdar17
I have been using the app for about 3 months, all good. But suddenly after 3 months they realize that they need to verify identity, and they lock your account without giving any prior notification. You don’t actually come to know that the account is locked until you try to login, and suddenly you receive and email that it is a routine check up. Well they keep deleting the reviews every after I post it. Customer Service: they are okish. They reply once every 24 hour. They mostly reply what they want to irrespective of what we ask. And another thing, suppose you ask 2 questions, they will reply to one question in first 24 hours and may reply to next question next day. It has been 36 hours and yet they haven’t responded yet. So in all, I would say just put a little in your portfolio in Titan and invest the rest somewhere else. It will be frustrating to keep waiting for the response from the customer service and their custodian partner!! Mine review is still in progress, 48 hrs and counting!! AVOID TITAN!! One more point, even if you sell your entire portfolio and they are not happy they will cancel the process 2 days later and give out some Wierd reasons which makes no sense. My account is still in verification process 168 hrs have passed and still no update!! Customer service doesn’t even respond anymore! Best advice is stay away from Titan
Developer Response
Our team is here to help. Please follow up via support@titan.com if you need any further assistance and we'd be happy to look into this for you.
Bug fixes and improvements
Version 703.0.0
The developer, Titan Global Capital Management, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
Contact Info
Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Financial Info
Contact Info
Identifiers
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Titan Global Capital Management, Inc.
Size
63.3 MB
Category
Finance
Compatibility
Requires iOS 15.1 or later.
iPhone Requires iOS 15.1 or later.
iPad Requires iPadOS 15.1 or later.
iPod touch Requires iOS 15.1 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.