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© All Rights Reserved. ApplyBlast.com
Titan
A Client Services Associate at Titan manages client communication, facilitates asset transfers, and supports wealth advisors to ensure a seamless client experience. The role focuses on operational excellence, client satisfaction, and maintaining accurate records of all transfer activities.
Headquarters
New York, New York, United States
Company Size
51-200 employees
Founded
2017
Titan is a modern wealth management platform built for tech professionals, pairing clients with a dedicated, licensed wealth advisor to handle equity compensation planning (RSUs, ISOs, NSOs, ESPPs), tax optimization, investment management, financial planning, and retirement planning. With $1.2 billion in assets under management and 10,000+ clients, Titan offers a suite of investment strategies spanning equities, fixed income, credit, real estate, venture capital, and crypto. Titan operates as an SEC-registered investment advisor and fiduciary, providing a mobile-first, all-in-one wealth management experience with year-round tax planning and personalized guidance.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Titan.
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