Titan is a modern investment platform founded in 2018 by Clayton Gardner, Joe Percoco, and Max Bernardy. The company began as a small investment firm managing funds for friends and family before evolving into a registered investment advisor that offers actively managed portfolios to everyday investors. Titan was created to democratize access to professional asset management, historically limited to high-net-worth individuals, by removing high fees and account minimums.

The platform provides clients with curated investment strategies across asset classes, including equities, fixed income, private credit, and crypto. Titan also offers real-time video updates, dedicated wealth advisors, and tax optimization services, setting it apart from robo-advisors. The company operates out of Greenwich Village, New York and has raised $175 million from top investors such as Andreessen Horowitz, General Catalyst, and Y Combinator. Its client base includes professionals from leading tech, finance, and government institutions.

As of 2025, Titan manages billions in assets and continues to expand its product suite to cover the full financial life of its clients—from equity compensation and retirement planning to homebuying guidance. The platform has earned a reputation for its human-first, transparent approach, challenging legacy wealth managers with its sleek, mobile-native experience and performance-oriented portfolios.