About Titan
Titan is a Technology company based in New York (United States) founded in 2017 by Joe Percoco, Clayton Gardner, and Max Bernardy. Online investment management is provided via a digital platform. It operates on a Subscription Services and Commission-Based model. Titan has raised $90.1 million across 5 funding rounds from investors including Andreessen Horowitz, General Catalyst and BoxGroup. Titan was last valued at $450 million in July 2021. Its chief executive, as recorded, is Joe Percoco. Its website titan.com draws about 57 thousand monthly visits. Titan offers products and services including Managed Wealth and Advisory Services. Its focus areas include Financials, Wealth Management and Investment Advisory. Its legal entity is Titan Global Capital Management USA LLC. Its competitors include Opto Investments, Cleartrace and Scout; 3 of its 3 listed competitors have raised funding.
Company details
Wealth management and financial advisory services are offered by Titan to high-earning professionals. Personalized advice on equity compensation, tax planning, and major financial decisions is provided. Investment strategies including public equities, fixed income, and private credit are curated for clients. The focus is placed on simplifying financial management, saving time, and enabling smarter decisions for clients in the United States.
- Total Equity Funding$90.1M (USD)
in 5 rounds
- Latest Funding Round$16.98M (USD), Series B
Dec 2021
- InvestorsAndreessen Horowitz
& 19 more
Products & Services of Titan
Titan offers a comprehensive portfolio of products and services, including Managed Wealth and Advisory Services.
Wealth is managed professionally for high-earning clients daily.
Personalized financial advice is provided on various topics.
Apps and channels of Titan
its YouTube channel Titan has 876 subscribers and 30 videos.
Videos from Titan
The most watched videos on Titan's YouTube channel, Titan (876 subscribers). Click a video to play it here.
More on Titan.
Funding Insights of Titan
Titan has successfully raised a total of $90.1M across 5 strategic funding rounds. The most recent funding activity was a Series B round of $16.98 million completed in December 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $90.1M
- Total Rounds 5
- Last Round Series B — $16.98M
- First Round $120,000
(Jun 2018)
- Investors Count 20
All 5 funding rounds of Titan with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2021 | $16.98M | Series B | – | – | – |
| Jul 2021 | $58M | Series B | $450M | a16z | |
| Feb 2021 | $12.5M | Series A | – | General Catalyst | |
| Oct 2018 | $2.5M | Seed | – | BoxGroup, Liquid 2 Ventures | |
| Jun 2018 | $120,000 | Seed | – | Y Combinator | – |
| Date | Valuation | Stage |
|---|---|---|
| Jul 2021 | $450M | •••••••• |
Last known valuation $450M (Jul 2021). 20 investors in total: 9 institutional and 11 angel.
Investors in Titan
Titan has secured backing from 20 investors, including venture fund and angel investors. Prominent investors backing the company include Andreessen Horowitz, General Catalyst and BoxGroup.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital investments in technology sectors are handled by Andreessen Horowitz. | a16z.com | |||
Investment and transformation services for entrepreneurs in technology and finance sectors. | generalcatalyst.com | |||
Investing in early-stage tech companies and ideas. | boxgroup.com | |||
Venture capital firm focused on multiple sectors | soundventures.com | |||
Venture capital fund investing in seed to series A startups | scribble.vc | Portola Valley, United States | ||
Early-stage startups are accelerated via funding and educational programs. | ycombinator.com | Mountain View, United States | ||
Sector-agnostic incubation and venture capital are provided across multiple sectors. | southparkcommons.com | San Francisco, United States | ||
Venture capital fund focused on seed-stage investment in multiple sectors | liquid2.vc | San Francisco, United States | ||
Early-stage tech and life-sciences firms are funded across the US. | maverickventures.com | San Francisco, United States | ||
OB Odell Beckham Jr | unknown_218a50a15ede4c1e8 |
Investor details for Titan
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Titan
25 people are tracked at Titan (9 in leadership, 16 in team).
| Name | Role | Group |
|---|---|---|
Joe Percoco | Co-Founder & Co-CEO | Leadership |
Clayton Gardner | Co-Founder & Co-CEO | Leadership |
Max Bernardy | Co-Founder | Leadership |
Angus Kirkby | Director Of Marketing | Leadership |
Vincent Ning | Head of Operations & Research | Leadership |
Molly Storey | Director, Client Experience | Leadership |
Jack Sullivan | Director | Leadership |
Heather Slate | Chief Compliance Officer | Leadership |
Archie Reynolds | Chief People Officer | Leadership |
David Shemian | Senior Software Engineer | Team |
Maksim Semenov | Software Engineer | Team |
Niki Dillman | Compliance Manager | Team |
Collin Emmert | Retirements And Transfers Lead | Team |
Vincent N. | Product | Team |
Tatiana Trukhin | Senior Manager, People Operations | Team |
Justin Yoo | Investment Analyst | Team |
Umang Lathia | Software Engineer | Team |
Bastian Delalande | Growth | Team |
Geeta Mallick | Fraud/AML Lead | Team |
Jennifer Schaffer-Goddard | Editor | Team |
5 more people are available in the full profile.
Complete people profiles for Titan
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Titan
4 dated milestones of Titan across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Titan is founded.
- Funding First funding round of $120K.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Series B, of $17.0M.
Competitors of Titan
Titan has 3 listed competitors in our database, 3 of them funded. They include Opto Investments, Cleartrace and Scout.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| optoinvest.com | 2020 | New York, United States | $145M | Online platform provides software solutions for financial advisors | ||
| cleartrace.io | 2017 | Austin, United States | $24M | Carbon footprint is tracked and managed through a cloud-based platform. | ||
| investwithscout.com | 2021 | New York, United States | $3.75M | 5 | Financial infrastructure for athletes and school administrators is provided. |
Detailed competitors of Titan
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Titan
The website of Titan (titan.com) receives about 57.4K visits a month and ranks #674,196 among all websites worldwide, #3,140 in Insurance.
- Monthly visits57.4K
▲ 20% vs previous month
- Unique visitors21.5K
per month
- Global rank#674,196
among all websites
- Category rank#3,140
Finance · Insurance
- Bounce rate49%
- Pages per visit2.0
- Average visit18 sec
- DevicesDesktop 42% · Mobile 58%
Websites whose visitors overlap most with Titan. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| esurance.com | 100% | 168.2K | #190,963 | View details | |
cheapcarinsurance.net | cheapcarinsurance.net | 100% | #14,970,812 | – | |
| good2go.com | 98% | 32.9K | #696,399 | View details | |
| safeauto.com | 85% | 51.6K | #667,644 | View details | |
| thegeneral.com | 83% | 2.6M | #24,437 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 20 similar websites and full traffic analytics for Titan
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 20 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Titan (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Titan
Complete news archive for Titan
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Titan
Titan was founded in 2017 and raised its 1st funding round 1 year after it was founded.
Titan is headquartered in New York, United States. It is registered at New York, New York, United States.
Joe Percoco is the CEO of Titan, as recorded in our data. They have also founded this company.
Titan is a funded company, having raised a total of $90.1M across 5 funding rounds to date. The company's 1st funding round was a Seed of $120K, raised on Jun 2018.
Wealth management and financial advisory services are offered by Titan to high-earning professionals. Personalized advice on equity compensation, tax planning, and major financial decisions is provided. Investment strategies including public equities, fixed income, and private credit are curated for clients. The focus is placed on simplifying financial management, saving time, and enabling smarter decisions for clients in the United States.
Titan's top competitors include Cleartrace, Opto Investments and Scout.
Titan offers Managed Wealth and Advisory Services.
Titan has 20 investors. Key investors include Andreessen Horowitz, General Catalyst, BoxGroup, Sound Ventures, and Odell Beckham Jr.
The valuation of Titan is $450M as of Jul 2021.
Titan operates through Titan Global Capital Management Usa Llc.