Titan Invest Reviews
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About Titan Invest
Titan is a wealth management firm that pairs clients with a dedicated human advisor. The company offers services that can work well for tech professionals with equity compensation, including restricted stock units (RSUs), stock options and concentrated company stock. Advisors can also help with investments, retirement planning, cash flow planning, tax strategy and trust and estate planning.
Visit www.titan.com- Dedicated financial advisors
- Low account minimums
- Tech employee specialization
- Competitive advisory fee
- Equity compensation planning
- Newer firm with a shorter track record
- A few reports of disappointing returns
Titan Invest services
Titan offers wealth management services that pair you with a dedicated human financial advisor for equity compensation planning and RSU strategy. The platform provides several key offerings:
- Equity compensation planning: You receive specialized guidance on managing stock options, RSUs and other equity compensation common among tech employees. Financial advisors help you develop strategies to maximize the value of your equity awards.
- Actively managed investment strategies: The platform offers actively managed investment strategies designed to align with your financial goals. You can access professional portfolio management typically reserved for high-net-worth individuals.
- Financial advisory services: You work with a dedicated financial advisor who provides personalized guidance on your overall wealth management needs. The advisory relationship combines human expertise with technology tools.
- Portfolio management: The company focuses on investment advisory, portfolio management, consulting and financial planning services. You receive ongoing portfolio oversight and adjustments based on market conditions and your objectives.
Titan Invest cost
Titan charges a 0.40% annual advisory fee on most managed assets at the time of publishing. The fee is prorated, charged monthly and based on the daily average market value of assets under management in your portfolio during the previous billing cycle. Titan doesn’t charge a subscription fee, though some products may have separate fund-level expenses.
Titan’s 0.40% advisory fee is lower than fees charged by most wealth management firms, though some investment platforms charge less. At that rate, investors would pay about $40 per year for every $10,000 managed, before any fund-level expenses or account-related fees.
Investors may also pay additional costs depending on the products or services they use. For example, Titan’s Crypto strategy lists a 0.40% advisory fee plus 0.25% in strategy expenses. Titan’s fee schedule also lists $0 for domestic ACH transfers, 0.25% for domestic debit card transfers, $0 for incoming domestic wires and $25 for outgoing domestic wires through Apex Clearing.
Titan uses Apex Clearing as its custodian and clearing broker, so some less-common account actions may carry additional Apex or operational fees. Based on its public pricing materials at the time of publishing, Titan doesn’t appear to charge a hedge-fund-style performance fee.
Who is Titan Invest best for?
Because the company offers access to wealth management without the traditionally high account minimums, Titan is designed for tech employees who need equity compensation planning and RSU strategy. If you work in the technology sector and receive stock options, RSUs or other equity-based compensation, the platform's specialized expertise addresses your unique financial planning needs.
Titan Invest FAQ
What types of clients does Titan Invest serve?
Titan Invest primarily serves tech employees who need equity compensation planning and RSU strategy. The platform is designed for ambitious individuals seeking modern wealth management with low minimums.
Does Titan Invest provide human financial advisors?
Yes, Titan Invest pairs clients with a dedicated human financial advisor. You receive personalized guidance.
Where is Titan Invest based?
Titan Invest is a NYC-based wealth management firm. The company operates its platform nationally through digital channels.
Still have questions?
Is Titan Invest worth it?
Yes, Titan Invest may be worth considering if you’re a tech employee managing equity compensation and want access to a dedicated financial advisor. With services that include planning for RSUs, stock options and concentrated company stock, Titan Invest may be helpful for those whose compensation is tied to employer equity.
Titan’s 0.40% annual advisory fee is also lower than fees charged by many wealth management firms. The firm’s low minimums may make professional wealth management more accessible than many firms that require six-figure account balances.
However, Titan was fined $1 million by the SEC in August 2023 for advertising misleading hypothetical performance. While Titan paid the fine and reached an agreement with the SEC, it “neither admits nor denies any wrongdoing.”
Titan Invest Reviews
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- 4,937,072 reviews on ConsumerAffairs are verified.
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- We use intelligent software that helps us maintain the integrity of reviews.
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Reviewed June 18, 2026
I experienced an issue while trying to sign in with a new account and kept receiving an error message. Amaran responded to my request for assistance very quickly and guided me through the solution in just a few simple steps. Her professionalism, responsiveness, and attention to detail were outstanding. I truly appreciated her help and excellent customer service.
Reviewed June 8, 2026
I've been an investor with Titan for over half a decade, and I've always been pleased with the offerings and the service, but a recent very positive experience warrants a more specific post/callout. Sofia ** and Nick ** have both been incredibly helpful recently, Sofia in just helping so much with overall management of my account (plus nuts and bolts), and Nick in ensuring a recent 401(k) to IRA rollover went very smoothly and easily. The communication and availability from real humans at Titan is simply off-the-charts, and no other financial services company I engage with comes close to comparing. Overall, I'm simply incredibly grateful to the team at Titan for building the products and services they have, and then for Sofia and Nick for delivering those services in such a modern way. Looking forward to continuing to work with the team for a long time.
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Reviewed May 15, 2026
Titan has been so innovative since I started investing with them in 2020. I started small because I wanted a portion of my portfolio to be actively traded. Over the years, I've consolidated other products like my crypto portfolio and other after-tax funds to be on under their umbrella. We moved all of our IRAs and after-tax funds to them in 2025 when they started offering IRA management. I've been really impressed with their returns and transparency.
Reviewed May 15, 2026
I’m loving Titan. I have been in for about 4 years now. I started out with lower investment and have since moved the majority of my portfolio over to them. In addition to their investing being some of the best, their customer service, communication, and news letter are top notch. The REAL superstar over there is Sofia though. She is my trusted advisor and I have loved working with her. I want to dive in even more with her as I believe I’m just beginning to understand her value.
Reviewed May 14, 2026
I have very little to no knowledge about investing that being said Sophia was extremely understanding of my ignorance. She was able to break down the risks associated with the various investments I had for accounts in and out of Titan. She has provided me guidance for my brokerage account as well as my retirement account.
Reviewed July 19, 2026
Dangerous. Would not recommend anyone to deal with this brokers.
Reviewed June 27, 2026
I would definitely recommend Titan to anyone who who wants to invest their money with no prior financial knowledge and with peace of mind. My experience with Titan and more specifically with Aahana from the Wealth Team has been incredible so far!
Hey Ahmed,
Thank you so much for this!
This is exactly the experience we set out to create. Aahana is a wonderful part of our team, and we're so glad that care came through. We're committed to keep it coming.
We're honored to have you with us and look forward to continuing the journey together. Thank you for the kind words and for trusting us with your wealth!
Reviewed June 18, 2026
Titan has great a investment vehicle for myself and my son and Cassidy has been a real help with a minor issue I had with my log in and great deal of good info on titan.
Reviewed June 17, 2026
Best customer-centric investing app I've dealt with. I bet early on them and I don't regret it now. I also rolled over my Roth IRA from Vanguard, who was not giving me barely any returns.
Reviewed May 11, 2026
The support I've received in all aspects of the service has been much better than my previous provider. The Titan Client advisory team has provided me with an achievable plan for my retirement, while also taking into account tax planning for the future, something my previous provider neglected.
Reviewed May 5, 2026
Titan provides excellent financial insights and great customer service.
Reviewed April 27, 2026
I really like and value having their team handle the heavy lifting when it comes to identifying great investment opportunities.
Reviewed April 27, 2026
I worked with one of their advisors Sofia and she was very helpful with helping me direct a retirement account I had inherited from my late father. Sofia also still stays in touch and checks to see if I need any other help with investing. They really take your thoughts and concerns and build a plan catered to you!
Reviewed April 27, 2026
Have been using Titan for years, as my first foray into the market outside of my 401k (which I transferred to Titan a year ago). Great returns and appreciate the insights into the market so I'm not in the dark about how my money is doing.
Reviewed April 27, 2026
I recently moved my investments from Chase to Titan. My advisor Jack walked me through the whole thing over several calls. The process was quick and painless. Him and his team are always available to assist when needed. Also the app is great!
Reviewed March 23, 2025
I made the mistake of trusting Titan Invest, and it was a huge mistake. They promise high returns, but when it comes time to withdraw, it’s nothing but delays, excuses, and frustration. I’ve tried contacting customer support multiple times, and they either ignore me or provide no real answers. This platform is shady, and I’m almost certain they’re just out to take your money. Save yourself the trouble and avoid them at all costs.
Hey Andy, very sorry to hear your disappointment here. We never promise high returns, though that is one of our objectives. When it comes time to withdraw, we are obligated to follow anti-money laundering (AML) policies that might result in us requiring additional info from you or a slight delay in money movements to mitigate the risk of fraud. We communicate these policies in our withdrawal confirmation emails. Our sincere apologies for any inconvenience these policies may have caused you.
Reviewed Feb. 27, 2025
Titan's performance over the past 4 years has been significantly below market. In addition to the lackluster returns, they recently did a complete 180 on their fee structure and began charging a monthly fee. This monthly fee was also imposed right after they paid a fine to the SEC for lying about their returns. Do yourself a favor and stay far away from this shady firm. In terms of producing results, they are complete losers unfortunately.
Hi Milo, sorry to hear this. Our Flagship strategy aims to outperform benchmarks over 3-5 year rolling periods. Starting evaluation in '21 (market peak) feels arbitrary, but we faced drawdown after '21 and recovering with strong recent progress, though not fully outperforming S&P 500 since that peak yet. We're optimistic about future progress. Fees weren't SEC-related; we settled the SEC matter without agreeing or denying any of their claims. Sorry you've left dissatisfied, wishing you the best.
Reviewed May 28, 2024
3 years and 3 months with them, cashed out 2.5% above initial investment. Could've made 15% approx. in the same amount of time just with a HYSA. 12.5% missed opportunity. Seek other companies for investing. These people don't know what they're doing investment-wise. Data, not opinions.
Hi Javier, appreciate the feedback. It seems you're quoting the performance of a Titan strategy in equities or non-cash asset classes. We don't believe it's a fair comparison to compare these with HYSAs. Those have fundamentally different risk/reward profiles; they're different asset classes with varying objectives, tax implications, and fees. Our Smart Treasury offering is closest to a HYSA; on that basis, I think you'll find that, after tax considerations, we fare quite well.
Reviewed Dec. 31, 2023
I invested a significant amount of money in Titan three years ago (early 2021). Since then I have steadily lost more than 25% of my investment in their Opportunities Fund. At the end of November 2023, my loss was over 30%, so December 2023 was a good month. I seriously doubt this money manager can do any better than an index ETF such as SPY (large cap and/or QQQ (tech). They have not published their recent returns on their website so it is difficult to see how they have performed in the last three years. Putting it very plainly, they have not performed positively for the last three years. You can link your account to your checking account and easily move money back and forth.
They do not communicate well with clients (at least they have never answered any of my questions regarding their performance). If you want to invest your funds in a much less expensive manner, open an account at Fidelity or Schwab or any reputable brokerage and buy an index ETF that will give you overall market sector returns. No minimum amount is required and it is very easy to open an account. They also answer their phones 24/7 if you have a question.
Hi John, sorry to hear. Seems you invested in our Opportunities strat in '21 the post-COVID market peaks; our strategies weren't immune and took a hit. During market downturns, we generally advise DCA to take advantage of volatility. Our Opportunities strat outperformed the Russell 2000 inception through July '25, net of fees. No issue with passive approaches though our philosophy of active and passive makes sense for many investors. On communication, we'll investigate. Appreciate the feedback.
Reviewed Jan. 16, 2022
Titan investment qualifies as foreign people according to the type of Visa. However they do not know the categories of visas that allow you to have an investment account. It seems to me that they don’t know their own Business. Very sad!
Hi Nicolas, we are surprised to read this comment considering that we have a very clear understanding of the types of visas we support for creating an investment account with us. We state those here: https://help.titan.com/en_us/how-do-i-signup-with-titan-rJjbVyFr9. We hope this helps clear up any misunderstanding, and we will do a retro internally to ensure no one on our staff mispoke or miscommunicated these visa requirements. Thanks very much for your feedback.
Titan Invest Company Information
- Company Name:
- Titan Invest
- Website:
- www.titan.com