Titan logo — Award-winning wealth management firm. The personal money tea...

Titan

Award-winning wealth management firm. The personal money team for high earners. See disclosures.

Founded 2018 United States New York, United States 429 employees Series Unknown Total: $73.00M Financial Services, Fintech +1

General Information

Company Name Titan
Founded Year 2018
Location United States New York, United States +1
Employees 429
Industries Financial Services, Fintech, Banking
Funding Stage Series Unknown
Social

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About Titan

Titan is a modern asset manager revolutionizing investment management with a curated, comprehensive, and user-friendly approach. The startup, founded in 2018, has gained significant recognition, being listed as one of 2021’s "Next Billion-Dollar Startups” by Forbes Magazine. With a focus on offering unique investment products, including access to blue-chip investment partners and new asset classes, Titan aims to democratize wealth management and diversification, traditionally available only to a select few.

Based in the United States, Titan has recently secured venture round investment in January 2023. The company has garnered attention for its innovative approach and has been making strategic moves, including active hiring across all teams. With a strong foothold in the Financial Services, Fintech, and Banking industries, Titan is positioning itself as a frontrunner in reshaping the investment landscape.

As Titan continues to disrupt the investment management space, its emphasis on user engagement is evident through its active presence on social media platforms such as Twitter, Facebook, Instagram, and TikTok under the handle @titanvest. Furthermore, the company's dedication to transparency is demonstrated through its clear disclosures, emphasizing that it is an SEC registered investment adviser and providing necessary disclaimers regarding the nature of their services.

Taxonomy: investment management, asset manager, curated investing, diversification, blue-chip investments, new asset classes, investment adviser, brokerage services, registered broker-dealers, SEC, FINRA, SIPC, digital investment platform

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round •••••• - 01 Jan 2023
Series B •••••• 10
Investor Investor Investor Investor Investor Investor
•••• ••••
20 Jul 2021
Series A •••••• - 16 Feb 2021
Seed Round •••••• - 31 Oct 2018

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FAQ About Titan

Award-winning wealth management firm. The personal money team for high earners. See disclosures.
Titan was founded in 2018.
Titan is headquartered in New York, United States.
Titan operates in the following industries: Financial Services, Fintech, Banking.
Titan has approximately 429 employees.
Titan has completed 4 funding rounds, raising a total of $73.00M. The latest funding stage is Series Unknown.
Top alternatives and competitors to Titan include Cornerstone Wealth Management, Dodds Wealth, Beaird Harris, Rockline Wealth Management, LLC, Ritholtz Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Titan and Cornerstone Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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