Organization · Other
Titan
Titan is a wealth management firm based in New York City, specializing in advisory services for high-stakes financial decisions. They manage approximately $1.1 billion in assets and offer a mobile app for seamless client access.
Overview
What Titan does
What Titan is
Titan is a wealth management firm based in New York City, specializing in advisory services for high-stakes financial decisions. They manage approximately $1.1 billion in assets and offer a mobile app for seamless client access.
How it participates in the startup ecosystem
The current public profile supports funder and event host and publisher capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Other
- Founded
- Founded in 2017
- Approximate age
- About 9 years
- Structured capabilities
- Funder · Event host · Publisher
- Last reviewed
- March 16, 2026
Official channels
Find Titan elsewhere
Open the official website or a supported primary organization account.
Capability profile
Titan as a funder
Investment thesis
Titan specializes in wealth management for high-stakes financial decisions, focusing on equity compensation and liquidity events.
Focus narrative
Titan offers a range of wealth management services, focusing on high-stakes transitions for clients such as equity holders, pre-IPO employees, business owners, and individuals with inherited assets. Their investment strategies include Smart Treasury, Flagship, Opportunities, Offshore, Automated Stocks, Automated Bonds, Crypto, and various private credit and real estate funds.
Value beyond capital
Titan provides tailored wealth management programs, including Core Wealth Management for long-term compounding, High Stakes Transitions for significant life changes, and Advanced Access to alternative investments like crypto and venture capital.
Focus and fit
- Regions
- North AmericaUnited States
Availability
- Currently deploying
- Not published
Portfolio and track record
Portfolio context
Titan's notable clients include employees from companies like Anthropic, SpaceX, and OpenAI. They have also worked with clients to manage complex financial situations involving equity compensation and liquidity events.
Capability profile
Titan as an event host
Event focus
Titan offers a range of wealth management services, focusing on high-stakes transitions for clients such as equity holders, pre-IPO employees, business owners, and individuals with inherited assets. Their investment strategies include Smart Treasury, Flagship, Opportunities, Offshore, Automated Stocks, Automated Bonds, Crypto, and various private credit and real estate funds.
Format narrative
Titan hosts the Titan Summit, where industry experts discuss trends and opportunities in investing.
Format and cadence
- Event types
- summit
- Startups can present
- No
Availability
- Registration state
- Not currently accepting
Audience and fit
- Audience
- Founders · Investors
- Regions
- United States
Capability profile
Titan as a publisher
Editorial focus
Titan focuses on providing wealth management services tailored for high-stakes transitions, including equity compensation, liquidity events, and career transitions. Their investment strategies encompass a diverse range of options, including Smart Treasury, Flagship, Opportunities, Offshore, Automated Stocks, Automated Bonds, Crypto, and various private credit and real estate funds.
Audience value
Titan provides expert advisory services for individuals facing significant financial transitions, helping them navigate complex decisions and optimize their wealth management strategies.
Format and cadence
- Content formats
- blog
- Primary platform
- titan.com
Availability
- Guest pitch state
- Not currently accepting
Audience and focus
- Audience
- Founders · Investors
- Regions
- North America
Flagship work and coverage
Flagship properties
Titan publishes a blog featuring articles on investment strategies, financial planning, and market insights. They also host the Titan Summit, where industry experts discuss trends and opportunities in investing.
Notable coverage
Titan has notable clients from companies such as Anthropic, SpaceX, and OpenAI, assisting them in managing complex financial situations involving equity compensation and liquidity events.
Common questions
What to know about Titan
Upseed classifies Titan under the Other organization type. Its current public profile includes funder, event host, and publisher capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
March 16, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.