“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.
Titan's crypto products run on Bakkt.
Titan was founded by Joe Percoco and Clayton Gardner and is founded in 2017, headquartered in New York, NY, USA.
Titan has raised $75M in total (latest round: Series B, July 2021; valuation: $450M post-money (2021)).
Get a read on where your own stack stands against Titan and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.