卖什么
Titan is an award-winning wealth manager with a mission to increase…
商业模式拆解
买家：谁掌握预算？
Tech employees with equity compensation (pre-IPO options to public RSUs).
触发点：什么让他们现在购买？
未核实Liquidity events, vesting/exercise decisions and tax complexity from equity compensation.
工作流：什么输入变成什么输出？
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.
经济账：省了什么，怎么收费？
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.
渠道：怎么接触到客户？
Online onboarding via Get started, targeted at employees of tech companies; advisor-led relationship.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| — | YC 2018 夏季 | — | Y Combinator | ycombinator.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.