
Titan
Titan is a YC Summer 2018 (S18) company. Based in New York, NY, USA. Team of 40.
About Titan
Summary
Titan delivers wealth management to high-earning technology professionals, pairing each client with a licensed advisor backed by a team of specialists including Certified Financial Planners. The platform targets employees at leading tech companies navigating equity compensation, liquidity events, and career transitions. It replaces the traditional model that reserved dedicated advisory relationships for ultra-high-net-worth clients by combining AI-powered tooling with specialist human advice at a low annual fee.
Business model
0.40% annual advisory fee on assets under management, with a $500 minimum
Go-to-market
Titan targets emerging high-net-worth tech employees, both pre- and post-IPO, and acquires clients through a direct self-serve sign-up flow on its website.
From the Y Combinator listing
Titan is an award-winning wealth manager with a mission to increase…
Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Facts
- Fintech / Fintech -> Asset Management
- New York, NY, USA
- 40
- Active
- Growth
Founders (2)
- Joe Percoco
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