What it sells
Titan is an award-winning wealth manager with a mission to increase…
Business model breakdown
Buyer: who owns the budget?
Tech employees with equity compensation (pre-IPO options to public RSUs).
Trigger: what makes them buy now?
UnverifiedLiquidity events, vesting/exercise decisions and tax complexity from equity compensation.
Workflow: what inputs become what output?
Review outside accounts, build tax-aware portfolio from in-house strategies, advise on RSU/ISO/NSO/ESPP vest, exercise and sell timing, ongoing tax and retirement planning with a dedicated advisor.
Economics: what it saves and how it charges
SEC-registered advisor earning management fees on AUM (site claims $1.2B AUM, 10,000+ clients as of 9/30/2026); fee level not read.
Distribution: how it reaches customers
Online onboarding via Get started, targeted at employees of tech companies; advisor-led relationship.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2018 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.