Shyft Score
Directory quality rating
53/100
Quiet
Found in 1 source
Our take
The verdict on Titan
AI-generated
Titan provides personalized wealth management with tax optimization and dedicated advisors, but lacks AI-driven portfolio management.
Strengths
- Dedicated financial advisors
- Tax optimization strategies
- Automated rebalancing
Limitations
- No AI agent support
- Limited to wealth management
Best for: Individuals seeking personalized wealth management services.
Request a demo to evaluate Titan for your team.
See how Titan fits your stackAbout
What is Titan?
Titan is an award-winning wealth manager with a mission to increase…
Key capabilities
Personalized investment portfolios
Real-time performance tracking
Automated rebalancing
Tax optimization strategies
Dedicated financial advisors
At a glance
Use cases
What you can do with Titan
Automating investment management
Creating personalized financial plans
Diversifying investment portfolios
Optimizing tax strategies
Best for
Individual investorsWealth management firmsFinancial advisors
Pricing
Titan pricing
Titan starts at $29/mo
Starting at $29/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with Titan
Integrations
PlaidStripeQuickBooksSalesforceXeroZapierRobinhoodCoinbase
FAQs
Frequently asked questions
Common questions about Titan and its capabilities
Titan pricing starts at $29/mo. Contact Titan for enterprise pricing and volume discounts.
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