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§ Private Profile · New York City, NY, USA
We manage people's wealth
We're a modern wealth manager. There are many solutions out there for how one can invest by themselves (e.g., DIY brokerages like Robinhood). But for those who want to have their money managed, they must turn to high fee, high minimum advisors (e.g., RIAs like Edward Jones). With LLMs, we can now offer personalized wealth management to many more people, more cheaply and with faster service. Our goal is to grow their wealth more than they'd do on their own.
Titan has raised $197.0M across 9 funding rounds.
Key people at Titan.
Titan was founded in 2018 by Dunnan Zhang (Founder) and Clayton Gardner (Founder) and Joe Percoco (Founder).
Titan has raised $197.0M in total across 9 funding rounds.
Key people at Titan.
Titan is a next-generation, technology-driven wealth management platform that aims to deliver institutional-grade investment strategies and full-service financial advisory to modern professionals and high-earners through a seamless digital experience. Its mission is to democratize access to Wall Street–caliber wealth management, combining proprietary, actively managed investment strategies with personalized financial planning, all accessible from a mobile-first interface. Titan’s investment philosophy centers on long-term wealth creation through concentrated, high-conviction portfolios across U.S. large-cap growth, small/mid-cap opportunities, and international equities, while emphasizing tax efficiency, smart cash management, and time-horizon arbitrage.
Rather than a traditional asset manager or a passive robo-advisor, Titan positions itself as a hybrid: a tech-native wealth firm that serves tech employees, founders, executives, and growth-oriented professionals who are newly financially independent but lack the time, structure, or access to sophisticated wealth services. The firm has grown rapidly, managing over $1.1 billion in assets under management (AUM), with strong client performance metrics and a low advisory fee of 0.40%, making it a compelling alternative to legacy private wealth firms.
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Titan was founded in New York City in the late 2010s by Clayton Gardner and Joe Percoco, both of whom came from elite financial and consulting backgrounds. Gardner previously worked as an investment analyst at top-tier hedge funds and private equity firms including Farallon Capital and Goldman Sachs Investment Partners, while Percoco held roles at McKinsey & Company and Goldman Sachs. Their experience on Wall Street gave them firsthand insight into the gap between the quality of wealth management available to ultra-high-net-worth clients and what was accessible to the rising class of high-earning professionals—especially in tech.
The idea for Titan emerged from a simple observation: the best investment strategies, portfolio construction, and financial planning were largely locked behind high minimums, opaque fees, and outdated client experiences. They set out to build the “Wall Street firm of the future”—a firm that combined the sophistication of Goldman Sachs with the accessibility and seamlessness of modern fintech. Titan launched as a mobile-first wealth management platform, initially focused on actively managed equity portfolios, and has since evolved into a full-service wealth advisory firm with a members-only model, lifestyle benefits, and a growing suite of financial products.
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Titan is riding the convergence of three powerful trends: the rise of the tech-enabled professional, the unbundling of traditional wealth management, and the demand for personalized, transparent financial services. As tech companies continue to create wealth through equity compensation (RSUs, options), a new generation of high-earners is emerging who are financially sophisticated but time-poor and underserved by legacy banks and advisors. These individuals want more than a robo-advisor—they want active management, tax-smart strategies, and a human team that understands their unique situations.
The timing is critical: traditional wealth management is slow, expensive, and often misaligned with the needs of modern professionals. Meanwhile, fintech has largely focused on payments, lending, and basic investing, leaving a gap in high-touch, high-quality wealth services. Titan fills that gap by acting as a bridge between Wall Street and Silicon Valley, leveraging technology to scale personalized advice while maintaining a premium brand and experience. In doing so, it’s helping to redefine what wealth management looks like for the next generation of builders, founders, and high-earners.
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Titan is well-positioned to become the default wealth platform for the modern professional—especially in tech. As it continues to expand its product suite (including cash, retirement, and potentially private market access), it could evolve into a full-stack financial operating system for high-earners, not just an investment manager. The membership model and Titan Access suggest a move toward a lifestyle and community-driven brand, similar to how Amex or Soho House blend financial and experiential value.
Looking ahead, Titan’s success will depend on its ability to scale its human advisory model without diluting quality, deepen its integration with employer equity programs, and maintain strong performance in its core strategies. If it can continue to deliver strong risk-adjusted returns, expand internationally, and deepen its ecosystem of benefits, it has the potential to reshape how a generation thinks about and interacts with their wealth.
Titan says it manages people’s wealth—but increasingly, it’s also shaping how they live it.
Titan has raised $197.0M across 9 funding rounds. Most recently, it raised $7.0M Seed in September 2025.
Titan was founded in 2018 by Dunnan Zhang (Founder) and Clayton Gardner (Founder) and Joe Percoco (Founder).
Titan has raised $197.0M in total across 9 funding rounds.
Titan's investors include William Nuelle, 5Y Capital, General Catalyst, Granite Asia, Infinite Capital, Paradigm, Pareto Holdings, Runa Capital, S28 Capital, Soma Capital, Summit Partners, Tribe Capital.
