COMPANY PROFILE

Titan

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High-quality asset manager that builds, manages, and explains investment strategies for retail investors

New York City, United StatesFounded 2017Fintech

Valuation $250–500M Last recorded · 2022

Headcount <100 Current team size

Total funding $100–500M Disclosed equity funding

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About Titan

Titan is an application-only wealth management firm headquartered in New York City's Greenwich Village. The company focuses on providing comprehensive financial services to ambitious, high-earning professionals who are reshaping industries and driving societal progress. Titan combines traditional wealth management with unique member benefits, aiming to be the last wealth platform this generation will ever need. The firm operates with the sophistication and trust of an established financial institution, infused with the innovation of Silicon Valley. Titan's business model involves offering personalized investment advice and brokerage services through SEC-registered entities, Titan Global Technologies LLC and Apex Clearing Corporation. The company generates revenue through advisory fees and brokerage services. Titan's clients benefit from a high-touch, personalized approach to wealth management, designed to ensure their financial wellbeing while they focus on their professional and personal goals.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2017
Headquarters: New York City, United States
Employees: 54
Open positions: None listed
Dealroom signal: 61.2/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Asset Management, deal execution, Robo Advisory, YC S18
Technology: Mobile app
Client focus: b2c
Links: Website LinkedIn X

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Funding history

5 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
LATE VCOther financing	Mar 2022	$100M	$400M	Undisclosed	—
SERIES BOther financing	Jul 2021	$58M	$232M	Sound Ventures · Jared Leto · Anish Acharya · General Catalyst	—

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Growth signals

Titan website traffic

Latest recorded traffic for Titan is 130K monthly website visits, up 46.1% over the last three months. Titan's team declined 86.5% over the past year.

Latest monthly visits130K 3-month web change+46.1% 1-year team growth-86.5%

Monthly website visitsNov 2020–Jul 2026

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