Many or all of the companies featured compensate us. Compensation and research may determine where and how companies appear. Learn more
  1. Home
  2. Robo-Advisors
  3. Titan Review

Titan Robo-Advisors Review


ConsumersAdvocate.org Rating: 4.5 / 5 (Excellent)
Our content is free because we may earn a commission when you click or make a purchase using our site. Learn more.
Founded in 2018, Titan is an investment adviser registered with the Securities and Exchange Commission that uses a mix of automation and human researchers to invest in a carefully-curated set of stocks. Its aim is to grow your long-term wealth by outperforming the S&P 500 and providing you with a bird's-eye view of financial markets as you watch your investments grow and become a more strategic and successful investor. The company also offers investors to invest through an actively-managed cryptocurrency portfolio. Titan is located in New York, New York.
 
See Details

How is Titan rated?

Breakdown

4.5/5
Features
4.5/5
Pricing and fees
4.5/5
Reputation

Overall Rating: 4.5 / 5 (Excellent)

Titan is not technically a robo-advisor, however the company offers customers the data-driven analysis and convenience of using one. Serving more than 35,000 customers, Titan makes receiving expert investment advice accessible for a wider range of investors by offering a low cost of entry: you can open an account with a deposit of just $100.

What distinguishes Titan from robo advisors is that the company employs an in-house investment team that actively manages the series of investment strategies it offers clients. The firm's main strategy, called Flagship, looks to allocate funds into US equities with more than $10 billion in market cap. Its Opportunities strategy is focused on identifying smaller U.S. companies that are poised for exceptional growth. Its third equity strategy is called Offshore and focuses on international investment opportunities.

In 2021, Titan launched an actively-managed cryptocurrency portfolio, as well—the first US company to do so.

Titan Account Features

Features - 4.5 / 5

Titan currently offers three equity investment strategies and an actively-managed cryptocurrency portfolio, as well, for investors who want to diversify and seek new income opportunities.

All equity investment strategies have the same underlying investment philosophy: find 15 to 25 of the best companies in a designated region and hold on tight for the long run. The companies are chosen by an investment team using a bottom’s up fundamental analysis and a mixture of quantitative and qualitative analysis.

Titan is a mobile-first platform. The Titan app earns 4.7 out of 5 starts at the Apple App Store and 4 stars out of 5 on Goggle play. The app is designed to give you a clear picture in real-time of your investment position and will send you consistent alerts on any changes to your portfolio. It can also be set up to alert you to notable market shifts and events. The downside of being so mobile-centric, however, is that customer support is unavailable by phone. That's an important consideration: if you're having difficulty using the Titan app, real-time support is pretty essential. You can, however, contact the Titan team via email or by using an online chat feature. While the company doesn't offer live chat, it promises that you'll receive an answer to your query in a day or so.
Robo-advisor Type
Human Assisted
Account Minimum
$100
Goals
General Investing
Types of Assets
Cryptocurrency
Stocks
Access to Financial Advisors
Yes
Automatic Portfolio Rebalancing
Yes
Tax Loss Harvesting
No
Direct Indexing
No

Titan Fees & Commission

Pricing and fees - 4.5 / 5

For clients with less than $10,000 in net deposits, the company charges a $5/month fee for use. For accounts over $10,000, customers pay an annual management fee of 1% of their deposits.
Commission
Titan charges a 1% annual fee for account-holders with assets greater than $10,000. For accounts smaller than $10,000, the company charges a fee of $5 per month.
Fees
Account Management

Titan Reputation & Customer Service

Reputation - 4.5 / 5

Titan was just recently rated by the Better Business Bureau for the first time and currently holds a B+ rating. The company has a clean record with the Consumer Financial Protection Bureau. Titan s not reviewed on Trustpilot nor by such organizations as Moody's and Standard and Poors, which focus on large publicly traded companies.

Titan has received some praise in the financial press. Although Titan is not technically a Robo Advisor—portfolios are actively managed by investment advisors—it has actually been ranked as a number one robo-advisor in some industry reports.
Year Founded
2018
Consumer Financial Protection Board (CFPB) Complaints
0
SIPC Membership
No
BBB Rating
B+
Contact Methods
Email
Social Media
Mobile App
Yes
Date Collected
2022-01-10

Free Customer Support

You can contact Titan via email The company provides a chat feature on its website that promises replies in about a day.

Company Profile

Full Name
Titan Robo-Advisors
Company Website
https://titan.com
Headquarters
110 Greene Street Suite 910, New York, NY, 10012

Our Comments Policy  |  How to Write an Effective Comment

Leave a comment for Titan Robo-Advisors
Minimum 12 words.
 No maximum length.
* What's Your Rating?
To make this comment as helpful as possible for our community, please provide at least 2 sentences.
Our Partner
Open an account with just $100
  • Invest with Titan Crypto, the first actively managed cryptocurrency portfolio for US investors
  • $5 monthly for investment balances under $10k
  • 1% annual management fee for balances over $10k
  • In-house investment team actively managing portfolios
  • Provides regular updates from your investment team on all changes to your portfolio
See Details

Related to Robo-Advisors

Top Articles