Company intelligence
Titan
The wealth advisor for high-stakes financial decisions. See disclosures.
About Titan
Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform. Get trusted advice when timing matters. Titan Global Capital Management USA LLC is an SEC-registered investment adviser. Content shared on this page is for informational purposes only and does not constitute investment, legal, or tax advice. Visit www.titan.com/legal.
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Signals from Titan
7 published signals
Customers & Market
Titan reached an average first deposit of over $250,000 after starting in 2017.
Reported by Clayton Gardner
Customers & Market
Titan frequently advises clients to sell on vest days to move proceeds into diversified assets.
Reported by Clayton Gardner
Customers & Market
Titan has caught and provided tax savings for clients through reviewing their tax returns, including AMT overstated returns, ISO exercise errors, rental property depreciation, self-employed client contributions, and charity donations.
Reported by Giovanni Tiso, CFP®
Customers & Market
Titan's advisor Clayton Gardner spoke with someone about a $9 million frontier AI lab with 10,000 options.
Reported by Clayton Gardner
Products & Services
Titan built an automated solution to a concentrated RSU problem for a client who spent years at Apple.
Reported by Clayton Gardner
Customers & Market
Titan is advising clients facing capital gains tax bills from major windfalls including SpaceX IPO and OpenAI employee share buybacks.
Reported by Clayton Gardner
Customers & Market
Titan is advising clients facing capital gains tax bills from major windfalls including Anthropic planning to unveil its public IPO prospectus after Labor Day with a stock listing targeted for late September or October.
Reported by Clayton Gardner