“Can a mobile-first active investment platform built on top of brokerage infrastructure displace traditional wealth managers for the Gen Z and millennial generation?”
Founded in 2017, Titan set out to democratize institutional-quality active investment management for retail investors — specifically Gen Z and millennials — via a mobile app. The company positioned itself as an alternative to passive index investing and self-directed brokerage, offering curated portfolios managed by the platform itself. With $75M raised by mid-2021 at a $450M valuation backed by a16z, Titan expanded its product suite to include multiple strategies (e.g., US equities, crypto, international, real estate) and uses Apex Clearing as its brokerage infrastructure. The strategic question has shifted from simply acquiring retail investors to building a comprehensive wealth management platform that rivals established asset managers.