Titan: Your Investment Team

Titan is a wealth management platform that pairs clients with a dedicated human financial advisor. It helps with equity compensation planning, RSU strategy, tax optimization, and retirement planning.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Non-technical

About

What is Titan: Your Investment Team?

Titan is a modern wealth management platform designed for individuals facing high-stakes financial decisions, such as equity compensation, liquidity events, and career transitions. It pairs clients with a dedicated human financial advisor who provides personalized guidance on equity compensation planning, RSU strategy, tax optimization, investment management, and retirement planning. The platform emphasizes a holistic approach, ensuring all financial aspects are considered before making critical decisions. Titan operates as a registered investment advisor (RIA), legally bound to act in clients' best interests, and offers a transparent 0.4% annual advisory fee with a $500 minimum, contrasting with traditional advisors.

Best used for

Ideal for individuals who need to navigate complex equity decisions, plan for significant liquidity events, and manage career transitions. Especially valuable for those with equity compensation (RSUs, options) seeking personalized, fiduciary financial advice and tax-efficient strategies.

Common actions

manage investments

optimize taxes

plan retirement

strategize equity compensation

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Capabilities

Key features

Dedicated human financial advisor
Equity compensation planning
RSU strategy
Tax optimization
Investment management
Retirement planning

Target Audience

startup founderfreelancerproduct manager

Integrations

Not yet documented

Pricing & Plans

Paid

Free

FAQs

What is Titan's advisory fee structure?

Titan charges an all-in advisory fee of 0.4% annually, with a minimum account size of $500. This fee covers all services, including investment management, equity compensation planning, and tax optimization, aiming for transparency without hidden layers.

How does Titan handle equity compensation and liquidity events?

Titan specializes in guiding clients through equity decisions like RSU vesting and options expiration, as well as liquidity events such as IPOs or acquisitions. Advisors help with tax, diversification, and timing strategies to maximize value and minimize risk.

Is Titan a fiduciary?

Yes, Titan Global Capital Management USA LLC is a registered investment advisor (RIA). This means they are legally required to act in their clients' best interests, providing advice that is always aligned with the client's financial goals.

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