6月27日的Titan: Your Wealth Team应用程序分析

Money is the #1 source of complexity for tech employees, especially around RSUs, equity, and taxes. Titan is here to handle it. OUR FIRM Founded in 2017, Titan is a private wealth management firm built for high-performing tech professionals. By combining specialized Wealth Teams with AI-powered technology, we deliver the relationship intimacy of a boutique advisor with the scale, access and capabilities of a leading wealth firm. From equity compensation and tax strategy to major life decisions, we help clients navigate complexity with clarity, confidence and ease. With a dedicated advisory team hailing from JP Morgan, Goldman Sachs, Bank of America, and UBS, we manage over $1.25 billion* in assets and have delivered over $302 million** in total growth to our clients since inception. OUR CLIENTS We serve emerging high net worth employees, both pre and post IPO, from leading technology companies throughout the United States, including OpenAI, SpaceX, Meta, Google, and NVIDIA. OUR EDGE Leveraging AI-powered technology, specialist advice and dedicated Wealth Teams, we deliver a smarter way to manage wealth - designed for the next generation of builders, founders and professionals, at a fraction of the traditional cost. Competitive Fees: 0.4% annual fees, no commissions. We win when you win. Exceptional Service: Dedicated wealth teams, fast response times and a beautiful client experience. Proprietary Access: Access to “Titan-only” products, such as Titan Flagship, Titan Direct Indexing, and Titan Diversify. OFFERINGS From RSU planning to tax optimization to estate coordination, our team handles the complexity so you don't have to. Our capabilities span investments, equity compensation, tax planning, retirement and financial planning, trust and estate planning coordination, and insurance coordination. HERE'S WHAT YOU GET - A dedicated Wealth Advisor as your primary relationship - A Client Service Associate for account operations and transfers - A professional Investment Team managing your portfolio - Tax-aware strategies across Smart Sell, Direct Indexing, and Smart Treasury - Active and passive investment management across equities, fixed income, and alternatives - Trust, estate, and retirement planning coordination - Market expertise through proprietary research, reports, and audio notes Your wealth deserves a proper team. Disclosures * AUM as of 6/2/2026 ** Figure represents the total growth for all Titan clients from Titan’s first strategy launch on 2/20/2018 through 3/31/2026, net of fees (where applicable). Includes both realized and unrealized gains of all offerings made available over time, accounting for the reinvestment of dividends. The 5-year figure is $230M from 4/01/2021, and the 1-year figure is $86M from 4/01/2025. Figures are before tax and do not account for individual client tax liability. Some clients experienced losses individually that are netted against gains in this aggregate. Not representative of any individual client's experience. Titan Global Capital Management USA LLC ("Titan") is an SEC-registered investment adviser. Titan's affiliate, Titan Global Technologies LLC, is an SEC-registered broker-dealer. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results, and investment growth is not guaranteed. Certain investments are not suitable for all investors. Keep in mind that while diversification may help spread risk, it does not assure a profit or protect against loss. Investors should consider their investment objectives and risks carefully before investing. Please visit www.titan.com/disclosures for additional disclosures. Not an offer to buy or sell securities. Not tax advice.