Titan growth playbook

Replace the block with a FinancialService and Organization description that matches the page: tech professionals, dedicated advisor, SEC-registered adviser, AUM and client count with the same as-of date, the current app link, and the fee only as compliance approves it. Remove the rating block entirely. Add FAQ markup once the answers are on the page (idea 2). Validate in Google's Rich Results Test and set a quarterly check against the visible figures. All copy goes through compliance review; no performance or return claims.

The founding growth lead owns the website as part of the funnel; what search and AI assistants say about Titan is the first impression for a high-trust purchase, and it should say what the page says.

[ ] Description matches the H1 positioning
[ ] AUM and clients match the page, with the as-of date
[ ] App link uses the current app name
[ ] No rating block unless it holds real, compliant client reviews
[ ] Fee wording approved by compliance
[ ] FAQ markup only for answers visible on the page
[ ] Passes the Rich Results Test

• Search results change slowly

  Request reindexing in Search Console.

• Numbers drift again

  Pull AUM and client count from one source for page and markup.

• Your websiteHomepage structured data (the description search engines and AI assistants read): describes Titan as "Professional wealth management from your phone" for "tech employees and couples with $1.1B assets under management" (the page says $1.2 billion); links an App Store URL with the older app name; and contains an aggregateRating block whose "description" is "Average Client CAGR", with bestRating 100 and ratingCount 1, so a growth figure is coded as a star rating. It also lists a 0.40% annual advisory fee and a $500 minimum.Source
• Your websiteHomepage: "The wealth manager for tech professionals"; "$1.2 Billion assets under management", "10,000+ Clients", "SEC Registered Investment Advisor", founded 2017, figures "as of 9/30/2026"; a dedicated licensed wealth advisor backed by CFP professionals and tax planners; equity compensation (RSU, ISO, NSO, ESPP), tax and retirement planning; client testimonials gathered in September 2026 with disclosures; a "Titan Diversify" feature, "Diversify concentrated stock without a giant tax bill".Source
• HiringFounding Growth Lead, Paid Marketing (New York, posted September 21, 2026): owns "programmatic growth across all B2C paid channels, with reach into lifecycle marketing and our website"; must "Determine and test new paid channels for a high-trust, longer-conversion B2C product; this isn't simple ecommerce"; executes "creative direction, ad iteration, campaign structure, dashboards, and the underlying tracking/attribution setup"; builds "paid acquisition, lifecycle touchpoints, and website conversion; as one connected system". A plus: products "where conversion isn't a single click (e.g., a phone conversation is often part of the journey)". "At this stage, you're the team."Source

Render the answers in the HTML (keep the accordion), add FAQ markup, and link each answer to its detail page (fees, custody and protection, SEC registration). Reuse them on /call-booking. All copy goes through compliance review; no performance or return claims.

Clear answers to trust questions reduce drop-off before the call and give AI assistants Titan's wording instead of a guess.

• Regulatory wording

  Compliance owns the text.

• Your websiteHomepage FAQ: the questions "Is Titan a fiduciary?", "What are the fees?", "I haven't heard of Titan. Is it new?" and "Is my money protected if something happens to Titan?" are in the page HTML, but their answers are not; they load only when a visitor opens them.Source
• Your websiteHomepage: "The wealth manager for tech professionals"; "$1.2 Billion assets under management", "10,000+ Clients", "SEC Registered Investment Advisor", founded 2017, figures "as of 9/30/2026"; a dedicated licensed wealth advisor backed by CFP professionals and tax planners; equity compensation (RSU, ISO, NSO, ESPP), tax and retirement planning; client testimonials gathered in September 2026 with disclosures; a "Titan Diversify" feature, "Diversify concentrated stock without a giant tax bill".Source
• HiringFounding Growth Lead, Paid Marketing (New York, posted September 21, 2026): owns "programmatic growth across all B2C paid channels, with reach into lifecycle marketing and our website"; must "Determine and test new paid channels for a high-trust, longer-conversion B2C product; this isn't simple ecommerce"; executes "creative direction, ad iteration, campaign structure, dashboards, and the underlying tracking/attribution setup"; builds "paid acquisition, lifecycle touchpoints, and website conversion; as one connected system". A plus: products "where conversion isn't a single click (e.g., a phone conversation is often part of the journey)". "At this stage, you're the team."Source

Regenerate the sitemap with www.titan.com URLs, remove the second sitemap line from robots.txt, and resubmit in Search Console. Make sure only the public site serves pages to crawlers.

A correct sitemap is the cheapest way to get new offering pages and articles found.

• Duplicate pages already indexed

  Canonical tags point to www.titan.com.

• Your websiteSitemap (checked October 22, 2026): all 109 URLs are listed on a different hostname rather than www.titan.com, and robots.txt names two sitemaps, one of them on that other hostname.Source
• Your websiteOfferings: personas for big tech, startup employees, couples in tech, heirs, business owners, liquidity events and career transitions; strategies including Flagship, Opportunities, Offshore, Smart Treasury, direct indexing, automated stocks and bonds, crypto, venture and credit; 63 blog posts; one employer-specific page under /work/. /call-booking offers a "free 20-min call".Source

Give ad landing pages real titles and noindex them if they duplicate persona pages, unpublish sample pages, match each description to its page, and write a general description for /call-booking. All copy goes through compliance review; no performance or return claims.

Clean titles and descriptions protect trust in search results and in shared links.

• Ad pages lose quality score

  Keep them live, just not indexed.

• Your websiteOlder offering pages in the sitemap and indexable: ad landing pages whose browser titles are campaign codes, and a page whose title carries a sample-page tag for one partner fund while its description describes a different fund. The /call-booking page's description is written for "tech couples".Source
• Your websiteOfferings: personas for big tech, startup employees, couples in tech, heirs, business owners, liquidity events and career transitions; strategies including Flagship, Opportunities, Offshore, Smart Treasury, direct indexing, automated stocks and bonds, crypto, venture and credit; 63 blog posts; one employer-specific page under /work/. /call-booking offers a "free 20-min call".Source

Load videos only when they scroll into view, use poster images on mobile, and keep the hero text first. Point paid traffic to a lighter landing page variant and compare.

Paid visitors are the least patient; a lighter first view protects spend.

• Brand feel lost

  Keep one hero video on desktop.

• Google PageSpeedMobile lab test (October 22, 2026): performance 74/100, largest contentful paint 4.8 s (the LCP element is the hero heading), the homepage downloads 10.2 MB and plays seven autoplay background videos. Real Chrome visitors pass Core Web Vitals (LCP about 2.5 s, interaction 105 ms).Source
• HiringFounding Growth Lead, Paid Marketing (New York, posted September 21, 2026): owns "programmatic growth across all B2C paid channels, with reach into lifecycle marketing and our website"; must "Determine and test new paid channels for a high-trust, longer-conversion B2C product; this isn't simple ecommerce"; executes "creative direction, ad iteration, campaign structure, dashboards, and the underlying tracking/attribution setup"; builds "paid acquisition, lifecycle touchpoints, and website conversion; as one connected system". A plus: products "where conversion isn't a single click (e.g., a phone conversation is often part of the journey)". "At this stage, you're the team."Source

Ask two questions at sign-up (employer stage and equity type), route to the AE within an hour, and open with a one-page view of their next vest or exercise decision. Follow up those who do not book with a short sequence. All copy goes through compliance review; no performance or return claims.

Fast, specific follow-up is the biggest lever on conversion when a phone call is part of the journey.

• Too pushy for wealth clients

  Offer a booked time instead of a cold call.

• HiringFounding Account Executive (Client Development Advisor): Titan "is building its first dedicated sales team"; the AE owns "first conversation to funded client", including "driving account transfers to completion" (ACATs, rollovers, ACH); "Titan generates significant organic inbound leads per month"; "Re-engage and nurture prospects who haven't taken next steps"; numbers are "funded clients, funded assets, conversion rate, and speed to fund"; Series 65 required.Source
• HiringFounding Growth Lead, Paid Marketing (New York, posted September 21, 2026): owns "programmatic growth across all B2C paid channels, with reach into lifecycle marketing and our website"; must "Determine and test new paid channels for a high-trust, longer-conversion B2C product; this isn't simple ecommerce"; executes "creative direction, ad iteration, campaign structure, dashboards, and the underlying tracking/attribution setup"; builds "paid acquisition, lifecycle touchpoints, and website conversion; as one connected system". A plus: products "where conversion isn't a single click (e.g., a phone conversation is often part of the journey)". "At this stage, you're the team."Source
• Your websiteEquity compensation page: "What to Do With RSUs After Vesting | Equity Planning | Titan"; "Plan before RSUs vest, lockups expire, or concentrated equity quietly compounds into risk"; "These decisions repeat every vest, quarter, and year".Source

Pass offline conversions (call held, account opened, transfer completed) from the CRM to Meta, Google and LinkedIn with consented first-party data, and bid on funded accounts.

Long-cycle businesses waste budget when ads optimise for the wrong step.

• Low conversion volume

  Start with opened accounts as the target.

• HiringFounding Growth Lead, Paid Marketing (New York, posted September 21, 2026): owns "programmatic growth across all B2C paid channels, with reach into lifecycle marketing and our website"; must "Determine and test new paid channels for a high-trust, longer-conversion B2C product; this isn't simple ecommerce"; executes "creative direction, ad iteration, campaign structure, dashboards, and the underlying tracking/attribution setup"; builds "paid acquisition, lifecycle touchpoints, and website conversion; as one connected system". A plus: products "where conversion isn't a single click (e.g., a phone conversation is often part of the journey)". "At this stage, you're the team."Source
• HiringFounding Account Executive (Client Development Advisor): Titan "is building its first dedicated sales team"; the AE owns "first conversation to funded client", including "driving account transfers to completion" (ACATs, rollovers, ACH); "Titan generates significant organic inbound leads per month"; "Re-engage and nurture prospects who haven't taken next steps"; numbers are "funded clients, funded assets, conversion rate, and speed to fund"; Series 65 required.Source
• HiringClient Services Associate: the primary contact "for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers)", "navigating what can often be a confusing process"; also onboarding and KYC/AML. Wealth Advisor (VP and SVP) roles grow books of high-net-worth clients; engineering roles cover web, mobile and infrastructure.Source

Rebuild one landing page per persona in the new homepage style, matched to its ad set and keyword list, with a clear call-booking step. Retire the old ad pages. All copy goes through compliance review; no performance or return claims.

Message match between ad and page lifts conversion and keeps the brand consistent.

• Small samples

  Run tests for at least four weeks.

• Your websiteOlder offering pages in the sitemap and indexable: ad landing pages whose browser titles are campaign codes, and a page whose title carries a sample-page tag for one partner fund while its description describes a different fund. The /call-booking page's description is written for "tech couples".Source
• Your websiteOfferings: personas for big tech, startup employees, couples in tech, heirs, business owners, liquidity events and career transitions; strategies including Flagship, Opportunities, Offshore, Smart Treasury, direct indexing, automated stocks and bonds, crypto, venture and credit; 63 blog posts; one employer-specific page under /work/. /call-booking offers a "free 20-min call".Source
• HiringBrand Designer (posted October 20, 2026): "Titan's visual identity is the first thing clients see"; owns how Titan looks on "web, social, campaigns, decks, merch, and the product itself"; grows the brand "into a full system"; owns "how Titan looks on Instagram, LinkedIn, YouTube".Source

Publish guides for the largest employers among clients, built from public plan documents: vesting patterns, ESPP terms, trading windows and tax points, each with a call to book a review. All copy goes through compliance review; no performance or return claims.

Employer-specific searches are high intent and few wealth managers answer them well.

• Employer trademarks

  Use names factually only.

• Your websiteEquity compensation page: "What to Do With RSUs After Vesting | Equity Planning | Titan"; "Plan before RSUs vest, lockups expire, or concentrated equity quietly compounds into risk"; "These decisions repeat every vest, quarter, and year".Source
• Your websiteHomepage: "The wealth manager for tech professionals"; "$1.2 Billion assets under management", "10,000+ Clients", "SEC Registered Investment Advisor", founded 2017, figures "as of 9/30/2026"; a dedicated licensed wealth advisor backed by CFP professionals and tax planners; equity compensation (RSU, ISO, NSO, ESPP), tax and retirement planning; client testimonials gathered in September 2026 with disclosures; a "Titan Diversify" feature, "Diversify concentrated stock without a giant tax bill".Source
• Your websiteOfferings: personas for big tech, startup employees, couples in tech, heirs, business owners, liquidity events and career transitions; strategies including Flagship, Opportunities, Offshore, Smart Treasury, direct indexing, automated stocks and bonds, crypto, venture and credit; 63 blog posts; one employer-specific page under /work/. /call-booking offers a "free 20-min call".Source

Ask for the next vest month at sign-up, and send a short, useful note two weeks before it with a booking link. Add year-end tax and ESPP purchase reminders. All copy goes through compliance review; no performance or return claims.

Timing beats frequency: the right email at the decision moment converts better than a weekly newsletter.

• Wrong dates

  Let leads update them.

• Your websiteEquity compensation page: "What to Do With RSUs After Vesting | Equity Planning | Titan"; "Plan before RSUs vest, lockups expire, or concentrated equity quietly compounds into risk"; "These decisions repeat every vest, quarter, and year".Source
• HiringFounding Account Executive (Client Development Advisor): Titan "is building its first dedicated sales team"; the AE owns "first conversation to funded client", including "driving account transfers to completion" (ACATs, rollovers, ACH); "Titan generates significant organic inbound leads per month"; "Re-engage and nurture prospects who haven't taken next steps"; numbers are "funded clients, funded assets, conversion rate, and speed to fund"; Series 65 required.Source
• HiringFounding Growth Lead, Paid Marketing (New York, posted September 21, 2026): owns "programmatic growth across all B2C paid channels, with reach into lifecycle marketing and our website"; must "Determine and test new paid channels for a high-trust, longer-conversion B2C product; this isn't simple ecommerce"; executes "creative direction, ad iteration, campaign structure, dashboards, and the underlying tracking/attribution setup"; builds "paid acquisition, lifecycle touchpoints, and website conversion; as one connected system". A plus: products "where conversion isn't a single click (e.g., a phone conversation is often part of the journey)". "At this stage, you're the team."Source

Show each transfer's status in the app and by email (submitted, at the other firm, received, invested) with expected dates and a contact. Flag stuck transfers to Client Services.

Visible progress reduces drop-off and support load during the riskiest step.

• Custodian data gaps

  Show the last known step.

• HiringClient Services Associate: the primary contact "for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers)", "navigating what can often be a confusing process"; also onboarding and KYC/AML. Wealth Advisor (VP and SVP) roles grow books of high-net-worth clients; engineering roles cover web, mobile and infrastructure.Source
• HiringFounding Account Executive (Client Development Advisor): Titan "is building its first dedicated sales team"; the AE owns "first conversation to funded client", including "driving account transfers to completion" (ACATs, rollovers, ACH); "Titan generates significant organic inbound leads per month"; "Re-engage and nurture prospects who haven't taken next steps"; numbers are "funded clients, funded assets, conversion rate, and speed to fund"; Series 65 required.Source
• App StoreiOS app "Titan: Your Wealth Team": 4.62 stars from 7,039 ratings, updated October 2026.Source

Offer a joint call option on /call-booking, send a short pre-call form for both partners' equity, and have the advisor show one household view. All copy goes through compliance review; no performance or return claims.

Both decision makers in the room shortens the cycle.

• Scheduling

  Offer evening slots.

• Your websiteOfferings: personas for big tech, startup employees, couples in tech, heirs, business owners, liquidity events and career transitions; strategies including Flagship, Opportunities, Offshore, Smart Treasury, direct indexing, automated stocks and bonds, crypto, venture and credit; 63 blog posts; one employer-specific page under /work/. /call-booking offers a "free 20-min call".Source
• Your websiteHomepage: "The wealth manager for tech professionals"; "$1.2 Billion assets under management", "10,000+ Clients", "SEC Registered Investment Advisor", founded 2017, figures "as of 9/30/2026"; a dedicated licensed wealth advisor backed by CFP professionals and tax planners; equity compensation (RSU, ISO, NSO, ESPP), tax and retirement planning; client testimonials gathered in September 2026 with disclosures; a "Titan Diversify" feature, "Diversify concentrated stock without a giant tax bill".Source

Build a simple educational tool: enter shares, cost basis and holding period, see the tax lots and the questions to ask, then book a call. No forecasts or return figures. All copy goes through compliance review; no performance or return claims.

A tool turns a general claim into a personal reason to talk to an advisor.

• Seen as advice

  Clear educational labels.

• Your websiteHomepage: "The wealth manager for tech professionals"; "$1.2 Billion assets under management", "10,000+ Clients", "SEC Registered Investment Advisor", founded 2017, figures "as of 9/30/2026"; a dedicated licensed wealth advisor backed by CFP professionals and tax planners; equity compensation (RSU, ISO, NSO, ESPP), tax and retirement planning; client testimonials gathered in September 2026 with disclosures; a "Titan Diversify" feature, "Diversify concentrated stock without a giant tax bill".Source
• Your websiteEquity compensation page: "What to Do With RSUs After Vesting | Equity Planning | Titan"; "Plan before RSUs vest, lockups expire, or concentrated equity quietly compounds into risk"; "These decisions repeat every vest, quarter, and year".Source

Add an "introduce a colleague" option after milestone moments (first plan delivered, transfer complete), with compliance-approved wording and any required disclosures, and track referred calls. All copy goes through compliance review; no performance or return claims.

Referrals carry trust that ads cannot buy.

• Regulatory requirements

  Compliance owns the program.

• App StoreiOS app "Titan: Your Wealth Team": 4.62 stars from 7,039 ratings, updated October 2026.Source
• Your websiteHomepage: "The wealth manager for tech professionals"; "$1.2 Billion assets under management", "10,000+ Clients", "SEC Registered Investment Advisor", founded 2017, figures "as of 9/30/2026"; a dedicated licensed wealth advisor backed by CFP professionals and tax planners; equity compensation (RSU, ISO, NSO, ESPP), tax and retirement planning; client testimonials gathered in September 2026 with disclosures; a "Titan Diversify" feature, "Diversify concentrated stock without a giant tax bill".Source
• HiringFounding Account Executive (Client Development Advisor): Titan "is building its first dedicated sales team"; the AE owns "first conversation to funded client", including "driving account transfers to completion" (ACATs, rollovers, ACH); "Titan generates significant organic inbound leads per month"; "Re-engage and nurture prospects who haven't taken next steps"; numbers are "funded clients, funded assets, conversion rate, and speed to fund"; Series 65 required.Source

Make a weekly 60-second explainer from advisor questions, in a fixed template, and link each to the matching guide and booking page. All copy goes through compliance review; no performance or return claims.

Useful, consistent content builds the trust a long-cycle purchase needs.

• Review delays

  Batch reviews weekly.

• HiringBrand Designer (posted October 20, 2026): "Titan's visual identity is the first thing clients see"; owns how Titan looks on "web, social, campaigns, decks, merch, and the product itself"; grows the brand "into a full system"; owns "how Titan looks on Instagram, LinkedIn, YouTube".Source
• Your websiteEquity compensation page: "What to Do With RSUs After Vesting | Equity Planning | Titan"; "Plan before RSUs vest, lockups expire, or concentrated equity quietly compounds into risk"; "These decisions repeat every vest, quarter, and year".Source
• Your websiteOfferings: personas for big tech, startup employees, couples in tech, heirs, business owners, liquidity events and career transitions; strategies including Flagship, Opportunities, Offshore, Smart Treasury, direct indexing, automated stocks and bonds, crypto, venture and credit; 63 blog posts; one employer-specific page under /work/. /call-booking offers a "free 20-min call".Source

Run three small sponsorship tests with distinct links and an equity-review offer; measure cost per booked call and per funded client against social ads. All copy goes through compliance review; no performance or return claims.

Borrowed trust shortens the path for a product where a call is part of the journey.

• Hard to attribute

  Ask "how did you hear" on the booking form.

• HiringFounding Growth Lead, Paid Marketing (New York, posted September 21, 2026): owns "programmatic growth across all B2C paid channels, with reach into lifecycle marketing and our website"; must "Determine and test new paid channels for a high-trust, longer-conversion B2C product; this isn't simple ecommerce"; executes "creative direction, ad iteration, campaign structure, dashboards, and the underlying tracking/attribution setup"; builds "paid acquisition, lifecycle touchpoints, and website conversion; as one connected system". A plus: products "where conversion isn't a single click (e.g., a phone conversation is often part of the journey)". "At this stage, you're the team."Source
• Competitor researchRivals' own homepages: Wealthfront, "Money works better here", automated portfolios and cash; Facet, "Financial advice from CERTIFIED FINANCIAL PLANNER professionals at an affordable flat fee".See the research Source

Let prospects upload equity grant documents and statements before the call; prepare a draft picture of their vests, concentration and tax questions for the advisor to walk through. All copy goes through compliance review; no performance or return claims.

A first meeting that already knows the client's situation is the clearest demonstration of Titan's model.

• Data sensitivity

  Strict access and retention.

• HiringEvery Titan post: "every American deserves an elite wealth team"; AI "lets one wealth advisor deliver what used to take a team"; backed by a16z, General Catalyst, Accel, Y Combinator and others.Source
• HiringFounding Account Executive (Client Development Advisor): Titan "is building its first dedicated sales team"; the AE owns "first conversation to funded client", including "driving account transfers to completion" (ACATs, rollovers, ACH); "Titan generates significant organic inbound leads per month"; "Re-engage and nurture prospects who haven't taken next steps"; numbers are "funded clients, funded assets, conversion rate, and speed to fund"; Series 65 required.Source
• Your websiteEquity compensation page: "What to Do With RSUs After Vesting | Equity Planning | Titan"; "Plan before RSUs vest, lockups expire, or concentrated equity quietly compounds into risk"; "These decisions repeat every vest, quarter, and year".Source

Build a repeatable program: a guide per event type, a webinar invitation, and an advisor team ready for volume, launched when a public liquidity event is announced. All copy goes through compliance review; no performance or return claims.

Events create clusters of high-need prospects with a deadline.

• Volume spikes

  Pre-book advisor capacity.

• Your websiteOfferings: personas for big tech, startup employees, couples in tech, heirs, business owners, liquidity events and career transitions; strategies including Flagship, Opportunities, Offshore, Smart Treasury, direct indexing, automated stocks and bonds, crypto, venture and credit; 63 blog posts; one employer-specific page under /work/. /call-booking offers a "free 20-min call".Source
• Your websiteEquity compensation page: "What to Do With RSUs After Vesting | Equity Planning | Titan"; "Plan before RSUs vest, lockups expire, or concentrated equity quietly compounds into risk"; "These decisions repeat every vest, quarter, and year".Source
• HiringFounding Account Executive (Client Development Advisor): Titan "is building its first dedicated sales team"; the AE owns "first conversation to funded client", including "driving account transfers to completion" (ACATs, rollovers, ACH); "Titan generates significant organic inbound leads per month"; "Re-engage and nurture prospects who haven't taken next steps"; numbers are "funded clients, funded assets, conversion rate, and speed to fund"; Series 65 required.Source

Publish a yearly report with no performance data: concentration, planning gaps and tax patterns, with privacy thresholds. Launch on LinkedIn and with press. All copy goes through compliance review; no performance or return claims.

Original data earns links and coverage, and positions Titan as the expert on tech wealth.

• Client privacy

  Aggregate only.

• Your websiteHomepage: "The wealth manager for tech professionals"; "$1.2 Billion assets under management", "10,000+ Clients", "SEC Registered Investment Advisor", founded 2017, figures "as of 9/30/2026"; a dedicated licensed wealth advisor backed by CFP professionals and tax planners; equity compensation (RSU, ISO, NSO, ESPP), tax and retirement planning; client testimonials gathered in September 2026 with disclosures; a "Titan Diversify" feature, "Diversify concentrated stock without a giant tax bill".Source
• Your websiteEquity compensation page: "What to Do With RSUs After Vesting | Equity Planning | Titan"; "Plan before RSUs vest, lockups expire, or concentrated equity quietly compounds into risk"; "These decisions repeat every vest, quarter, and year".Source
• HiringBrand Designer (posted October 20, 2026): "Titan's visual identity is the first thing clients see"; owns how Titan looks on "web, social, campaigns, decks, merch, and the product itself"; grows the brand "into a full system"; owns "how Titan looks on Instagram, LinkedIn, YouTube".Source

Offer free equity education sessions to HR teams at growth-stage companies, with an employer page and booking link. All copy goes through compliance review; no performance or return claims.

Employer endorsement brings trust and volume.

• Seen as solicitation

  Keep sessions educational.

• Your websiteOfferings: personas for big tech, startup employees, couples in tech, heirs, business owners, liquidity events and career transitions; strategies including Flagship, Opportunities, Offshore, Smart Treasury, direct indexing, automated stocks and bonds, crypto, venture and credit; 63 blog posts; one employer-specific page under /work/. /call-booking offers a "free 20-min call".Source
• Your websiteHomepage: "The wealth manager for tech professionals"; "$1.2 Billion assets under management", "10,000+ Clients", "SEC Registered Investment Advisor", founded 2017, figures "as of 9/30/2026"; a dedicated licensed wealth advisor backed by CFP professionals and tax planners; equity compensation (RSU, ISO, NSO, ESPP), tax and retirement planning; client testimonials gathered in September 2026 with disclosures; a "Titan Diversify" feature, "Diversify concentrated stock without a giant tax bill".Source

Keep AUM and client count in one place with an as-of date, feed the homepage, markup and templates from it, and update quarterly. All copy goes through compliance review; no performance or return claims.

Consistent figures support trust and compliance.

• None significant

  Keep the as-of date visible.

• Your websiteHomepage: "The wealth manager for tech professionals"; "$1.2 Billion assets under management", "10,000+ Clients", "SEC Registered Investment Advisor", founded 2017, figures "as of 9/30/2026"; a dedicated licensed wealth advisor backed by CFP professionals and tax planners; equity compensation (RSU, ISO, NSO, ESPP), tax and retirement planning; client testimonials gathered in September 2026 with disclosures; a "Titan Diversify" feature, "Diversify concentrated stock without a giant tax bill".Source
• Your websiteHomepage structured data (the description search engines and AI assistants read): describes Titan as "Professional wealth management from your phone" for "tech employees and couples with $1.1B assets under management" (the page says $1.2 billion); links an App Store URL with the older app name; and contains an aggregateRating block whose "description" is "Average Client CAGR", with bestRating 100 and ratingCount 1, so a growth figure is coded as a star rating. It also lists a 0.40% annual advisory fee and a $500 minimum.Source
• HiringEvery Titan post: "every American deserves an elite wealth team"; AI "lets one wealth advisor deliver what used to take a team"; backed by a16z, General Catalyst, Accel, Y Combinator and others.Source