Titan
The wealth advisor for tech employees
Titan is a registered investment advisory (RIA) platform that pairs tech employees with dedicated human financial advisors. It focuses on equity compensation planning, RSU strategy, tax optimization, liquidity events, and retirement planning. The platform charges a flat 0.40% annual advisory fee with a $500 minimum, positioning itself as an affordable alternative to traditional wealth managers.
Clients are matched with a dedicated human financial advisor who builds a comprehensive financial picture and provides ongoing guidance on equity, taxes, investments, and career transitions for a 0.40% annual fee.
Tech employees with equity compensation, RSUs, or facing liquidity events
Background.
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- subscription
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- Titan
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