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About Titan
What is Titan?
Titan is a modern wealth management platform designed specifically for high-performing tech professionals, founders, and startup employees. It combines AI-powered technology with dedicated Wealth Teams and licensed advisors to help clients manage equity, liquidity, and complex financial decisions.
Who is it for?
Titan serves emerging high net worth individuals, especially those pre- and post-IPO at leading U.S. technology companies. It is ideal for tech employees who need specialized expertise in equity compensation, stock options, and career events. It is not for investors seeking DIY trading or low-touch robo-advisory with no human guidance.
Key features
Titan offers industry-low advisory fees at 0.4% with a $500 minimum. Clients get a dedicated Wealth Advisor, a supporting Wealth Team of Certified Financial Planners, and access to exclusive products like Titan Flagship, Titan Direct Indexing, and Titan Diversify. The platform emphasizes fiduciary responsibility, transparent pricing, and fast response times.
Key features
- Dedicated Wealth Advisor — Each client is paired with a licensed advisor who understands your equity and career timeline.
- Wealth Team Support — A team of specialists, including Certified Financial Planners, collaborates on complex household wealth issues.
- AI-Powered Technology — Leverages AI to deliver smarter, data-driven wealth management advice.
- Titan-Only Products — Access to exclusive investment strategies like Titan Flagship, Direct Indexing, and Diversify.
- Industry-Low Fees — Annual advisory fee of just 0.4%, far below the traditional 1%+ standard.
- Low Minimum — Get started with a $500 minimum investment.
- Fiduciary Commitment — Registered as an RIA, legally bound to act in your best interest with no hidden commissions.
SaaSpartout Score
7.4
/10
Editorial score from our review methodology — not user ratings.
◆ AI advisor — 30 seconds, no signup
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Titan Pricing
Titan pricing: from 0.4% annual fee.
For comparison: the median starting price in Finance & Accounting is $20/month, measured across 145 tools we track. See the full SaaS Pricing Index →
Advisory Fee
Industry-low annual advisory fee of 0.4% with a $500 minimum investment. Other custodian and fund expenses may apply. See Titan's Form ADV Part 2A and Fee Schedule for details.
No Hidden Costs
No commissions or hidden costs. Titan is a fiduciary RIA, transparent about all fees.
Free trial: Not offered, but you can schedule a free consultation with an advisor.
Frequently asked questions
How much does Titan cost?
Titan charges a 0.4% annual advisory fee on assets under management, with a $500 minimum. There are no commissions or hidden costs.
Is Titan free?
No, Titan is not free. It charges an advisory fee of 0.4% per year. However, you can schedule a free consultation with a Wealth Advisor.
Who is Titan best for?
Titan is best for high-performing tech professionals, startup employees, and founders, especially those pre- or post-IPO who need specialized advice on equity, liquidity, and career events.
What are Titan alternatives?
Alternatives include traditional wealth advisors (often 1%+ fees), robo-advisors like Betterment or Wealthfront, and other fintech wealth managers. Titan stands out for its tech-industry specialization and low fee.
What is the minimum investment for Titan?
The minimum investment to open a Titan account is $500.
Does Titan offer financial planning?
Yes. Titan pairs clients with a licensed Wealth Advisor and a Wealth Team that includes Certified Financial Planners, offering comprehensive financial planning alongside investment management.
