Titan: Your Wealth Team

Money is the #1 source of complexity for tech employees, especially around RSUs, equity, and taxes. Titan is here to handle it. OUR FIRM Founded in 2017, Titan is a private wealth management firm built for high-performing tech professionals. By combining specialized Wealth Teams with AI-powered technology, we deliver the relationship intimacy of a boutique advisor with the scale, access and capabilities of a leading wealth firm. From equity compensation and tax strategy to major life decisions, we help clients navigate complexity with clarity, confidence and ease. With a dedicated advisory team hailing from JP Morgan, Goldman Sachs, Bank of America, and UBS, we manage over $1.25 billion* in assets and have delivered over $302 million** in total growth to our clients since inception. OUR CLIENTS We serve emerging high net worth employees, both pre and post IPO, from leading technology companies throughout the United States, including OpenAI, SpaceX, Meta, Google, and NVIDIA. OUR EDGE Leveraging AI-powered technology, specialist advice and dedicated Wealth Teams, we deliver a smarter way to manage wealth - designed for the next generation of builders, founders and professionals, at a fraction of the traditional cost. Competitive Fees: 0.4% annual fees, no commissions. We win when you win. Exceptional Service: Dedicated wealth teams, fast response times and a beautiful client experience. Proprietary Access: Access to “Titan-only” products, such as Titan Flagship, Titan Direct Indexing, and Titan Diversify. OFFERINGS From RSU planning to tax optimization to estate coordination, our team handles the complexity so you don't have to. Our capabilities span investments, equity compensation, tax planning, retirement and financial planning, trust and estate planning coordination, and insurance coordination. HERE'S WHAT YOU GET - A dedicated Wealth Advisor as your primary relationship - A Client Service Associate for account operations and transfers - A professiona