Join us for our first Summit Series live event, February 11th NYC
We're your investment team. Our goal is to make you more money and save you more time than you would trying to manage your wealth on your own.
$1+ Billion AUM
500,000+ Downloads
4.7 App Store Rating
Wave goodbye to DIY
Get a tailored portfolio of our proprietary investment strategies across treasuries, stocks, ETFs, and more. Developed and managed by our in-house team.
From investment recommendations to tax saving strategies, stay on track with guidance from our licensed financial advisors.
With wealth comes privilege. Our Concierge gets you access to the best in dining and events in major cities. We go the extra mile for our clients.
Like a CIO in Your Pocket
Level Up From DIY Investing
Titan clients have historically compounded their wealth at 10.72% per year on average. Studies show that the average DIY investor underperforms advisors and the broader market by ~3% per year.
Titan's performance figure represents the annualized return since 2/20/2018, when Titan launched, and is a composite of the median aggregate performance of all client accounts and portfolio allocations as of 12/31/2024, net of fees.
What's included
(Traditional advisors typically charge 1-1.8% for less)
Automated index investing that tracks global markets - the foundation of a diversified portfolio. Simple, efficient, effective.
Our investment team's conviction-driven ideas, actively managed in pursuit of long-term growth. We research, pick, and manage positions for you.
Your cash should work as hard as you do. We automatically move it to our highest available after-tax yield for you.
Access to alternative investments, including options traditionally reserved for the ultra-wealthy: venture capital, private credit, real estate, and crypto. Managed by notable Wall Street firms, now available to you.
Help on demand
Book one-on-one sessions and group calls with our financial advisors.
Jack · Licensed Advisor
Clay · Chief Investment Officer
Sofia · Licensed Advisor
John · Investment Analyst
Our advisors and analysts come from experience:
Get expert tax filing (valued at up to ~$300), exclusive market insights through Titan Talks, and VIP hospitality access in major US cities.
Titan clients include high-earning professionals from some of the most iconic companies and institutions in the US.
Compare for yourself
Stock Trading Apps
e.g. Robinhood
Private Wealth Managers
e.g. UBS, Goldman Sachs
Investment Options
Cash Management Strategies
Tax optimized money market funds
Alpha Oriented Equity Strategies
Long only, actively managed
Automated Index Investing
Low-cost, tax-advantaged passive investment strategies
Alternative Investments
Venture Capital, Real Estate, Credit, Crypto
Buy & Sell individual stocks and ETFs
An investment 'sidecar'
Advisory Services
Bespoke Asset Allocation
Tailored portfolio construction
Ongoing Investment Advice
Continuous financial expertise to navigate market shifts
Personalized Financial Advisory
Custom-built and regularly fine-tuned
Exclusive Benefits
Complimentary Tax Filing
Hassle-free tax preparation with expert review
On Demand Concierge Service
SMS an in-house Concierge Team
Curated Events & Experiences
Box suite tickets, courtside sports, speaker events
The comparison above is for informational purposes only. Features listed for other platforms or services are not exhaustive, may vary, and are subject to change.
Make Managing Your Wealth Our Job.
We're ready when you are.