Titan is an award-winning wealth manager with a mission to increase…
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Titan is a New York City-based wealth management firm for tech employees and other high-earning professionals. It combines human advisors, wealth teams, and AI-enabled product workflows to help clients manage equity compensation, liquidity events, taxes, investing, and long-term planning.
Primary product
AI-assisted, advisor-led wealth management platform for tech employees and high-net-worth professionals
Founded
2017
Headquarters
Greenwich Village, New York City, New York, United States
Team size
50-60
Work style
Onsite
Industry
Financial Services
Sub-industry
Wealth Management
Offices
Business model
Stage
venture-backed
Total raised
$173.1M
Latest round
Venture round · Mar 2022
Latest amount
$100M
Mar 2022
Jul 2021 · Andreessen Horowitz
Feb 2021 · General Catalyst
Oct 2018 · Y Combinator
Leadership
Co-CEO & Co-Founder
Co-CEO & Co-Founder
Chief Legal and Compliance Officer
Interim CTO
Managing Director, Product & Wealth
Giovanni Tiso
Lead Financial Planner
Sofia Silveira
Vice President, Wealth Advisor
Vice President, Wealth Advisor
Associate, Wealth Advisor
Founders
Co-Founder
Investors
Client-first, high-velocity, high-standards culture with an in-office team in Greenwich Village; hiring materials emphasize ownership, ambition, and fast execution.
Work style
Onsite
Compensation
No public salary bands were found. Public postings emphasize senior and principal-level engineering and advisory roles, which suggests selective hiring and experienced-candidate compensation rather than broad entry-level recruiting.
Pricing
0.40% annual advisory fee with a $500 minimum investment; membership-plan framing introduced in 2024
Differentiators
Technology
Customers
Competitors
The SEC charged Titan Global Capital Management USA LLC with misleading hypothetical performance advertising and other compliance failures related to crypto asset custody, hedge clauses, client signatures, and employee crypto trading policies. Titan agreed to a cease-and-desist order and to pay more than $1 million in penalties and disgorgement.
SourceTitan blog · Jan 2026
Titan updated its investment philosophy around preserving liquidity, prospering through active and passive allocations, and providing third-party planning support for trusts, estate, insurance, and philanthropy.
Titan blog · Oct 2025
Titan articulated a broader wealth-management thesis built around AI-era wealth creation, tax efficiency, liquidity, and alternative offerings, while reaffirming its SEC-registered advisory structure.
PR Newswire · Sep 2024
Titan launched a new membership plan and Titan Access, positioning the company as a more premium, curated wealth-management platform with concierge support, transparent access to opportunities, and priority advisory help.
Reuters · Aug 2023
Reuters reported that Titan agreed to settle SEC charges over misleading hypothetical performance claims and crypto-custody disclosure issues, paying more than $1 million in disgorgement, interest, and penalties.
Business Wire · Jul 2021
Titan announced a $58 million Series B led by Andreessen Horowitz and said it had raised $75 million total at the time, with plans to scale platform capabilities and core teams.