tools
Titan
Titan is a U.S. wealth management platform for tech professionals, combining human advisors, investment strategies, and AI-powered technology.
Titan helps technology employees, founders, business owners, and other clients manage investments, equity compensation, taxes, retirement, cash flow, and major financial transitions. Clients work with human advisors and dedicated wealth teams through Titan's web and mobile platform.
Its offerings include managed portfolios, direct indexing, cash management, private-market funds, crypto exposure, and portfolio diversification. Titan is not a general-purpose AI assistant or developer tool; investment losses and additional fund or custodial expenses may apply.
Features
- Provides one-on-one access to a licensed wealth advisor
- Coordinates investments, equity compensation, taxes, and liquidity planning
- Offers managed strategies including Flagship, Opportunities, and Offshore
- Provides direct indexing with individual-stock ownership and tax-loss harvesting
- Offers Smart Treasury cash management
- Supports taxable brokerage, IRA, and joint accounts
- Provides access to private credit, real estate, venture, and crypto offerings
Use cases
- Manage concentrated stock positions after equity grants or an IPO
- Plan tax and liquidity decisions before an acquisition or secondary sale
- Coordinate investments and retirement accounts with a dedicated advisor
- Diversify a portfolio while considering tax lots and capital gains
- Manage cash, private-market exposure, and long-term wealth planning