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Titan Invest review 2023

Titan Invest allows you to invest in portfolios that seek to outperform the market while hedging against downturns.

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By

Helen Champion

Edited by

Matt Miczulski

Reviewed by

Jaclyn Hurst

Updated

Fact checked
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Our verdict

Consider Titan Invest if you're after a modern, digital portfolio manager that employs personalized managed and automated investing styles. Look elsewhere if you want to build and manage your own portfolio.

Best for: Hands-off investors of any experience level.

Pros
  • Both professionally-managed portfolios and free automated investing
  • Diverse offering of investment options
  • Individual and retirement account options
Cons
  • High investment minimums with some portfolios and funds
  • No specified tax-loss harvesting strategy
3.75

★★★★★

Finder rating

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Stock trade fee

$0

Minimum deposit

$500

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Titan

Learn more and sign up on Titan's secure site

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How we rated Titan’s features

Fees

★★★

Fee-free automated portfolios, but professional management includes a 0.70%–0.90% advisory fee.
Available securities

★★★★★

Portfolios of stocks, bonds, ETFs and cryptocurrencies, as well as real estate, venture capital, money market and private credit funds.
Customer support

★★★

Support is available Monday–Friday by live chat and email, but response times are slow.
Mobile app

★★★★

Both Apple and Android users speak well of its mobile app.
Research and tools

★★

Educational content includes articles, newsletters and videos.
Reliability

★★★★★

No major outages have been reported.

To learn how our star ratings are calculated, read our methodology at the bottom of the page.

Titan is best for hands-off investors

Titan Invest offers both automated and professionally-managed portfolios, making it ideal for passive investors who have no interest or time to research investments and manage their own portfolios.

What you can trade on Titan

  • Stock portfolios
  • Bond portfolios
  • ETF portfolios
  • Cryptocurrency portfolio
  • Real estate fund
  • Venture capital fund
  • Private credit fund
  • Treasury money market funds

Account types available with Titan

  • Individual
  • Traditional IRA and Roth IRA
Dive deeper What is an IRA?

Where Titan shines

Titan provides a modern portfolio management experience, combining automated investing options with the hands-on guidance of in-house investment analysts and licensed investment advisors. Titan’s automated portfolios of stock and bond exchange-traded funds (ETFs) are free of advisory fees, while its managed portfolios of small-cap to blue-chip to international stock funds aim to beat the market. Risk-averse investors can turn to Titan Treasury, which offers money market funds with yields of up to 5.2% as of August 2023, while investors with a higher risk tolerance can diversify further with Titan’s alternative asset offerings. Meanwhile, investors can use Titan’s Smart Cash feature to ensure their cash is always working hardest. Smart Cash scans rates daily and automatically moves your cash to the best rate available in a cash equivalent offered on Titan.

Where Titan falls short

Titan is more than worthy of your consideration if you’re interested in a managed investment strategy and asset classes that have historically been out of reach to everyday investors, but its shortcomings are something to consider too. Minimum investments are nothing new with portfolio management. That said, Titan’s $500 to $2,500 minimum investment requirements for its managed funds can be a roadblock for many investors. And if you’re in need of timely support, you may find that Titan misses the mark here. We reached out by email and live chat during normal business hours, but never received a response.

Titan’s fees

Minimum investment (varies by portfolio and fund)
  • Automated stock and bond portfolios: $500
  • Titan managed stock portfolios: $500
  • ARK Venture Investment fund: $500
  • Apollo Diversified Real Estate fund: $2,500 for individual account; $1,000 for retirement account
  • Private Credit investment funds: $2,000
  • Crypto portfolio: $500
  • Treasury money market fund: $5
Annual fee (charged monthly) for actively managed funds
  • 0.9% of net deposits up to $24,000
  • 0.8% of net deposits between $25,000 – $99,000
  • 0.7% of net deposits of $1,00,000+
Annual fee (charged monthly) for automated stocks and bonds$0
Cryptocurrency trading fee from third party Apex Crypto LLC0.15% per trade
ACH transfer$0
Domestic wire transferIncoming $0; Outgoing $25
International wire transferIncoming $14; Outgoing $45
Returned check, ACH or stop wire transfer fees$30
Outgoing account transfer fee$100

Is Titan legit?

Yes, Titan Invest is a legitimate company. Founded in 2017, Titan operates as an SEC-registered investment advisor (RIA) and a broker-dealer registered with the Financial Industry Regulatory Authority (FINRA). Brokerage services are provided to clients of Titan by both Titan and Apex Clearing, an SEC-registered broker-dealer and FINRA member.

Titan’s platform is easy to use

Whether on web or mobile, the Titan Invest platform offers a clean, intuitive experience. The platform is easy to navigate, and seeing that it’s a passive investment platform, it’s not cluttered with things like charts, market research, screeners and analyst ratings — just helpful resources like a wealth calculator, information about each of Titan’s fund partners and news and other educational resources.

Titan’s web platform

titan screenshot 1

titan screenshot 2

Titan’s mobile app

titan mobile screenshot

Titan’s app store reviews

Google Play app reviews4.3/5 stars based on over 1,900 ratings
Apple App Store app reviews4.6/5 stars based on over 5,800 ratings

Titan’s customer support

  • Email support
  • Live chat

    How to open an account with Titan

    1. Click the “Sign up now” button below and click “Get started”.
    2. Enter your name, email address and create a password.
    3. Complete your investor profile.
    4. Verify your identity by providing personal information, such as your address, date of birth, phone number, citizenship status, Social Security number and employment status.
    5. Link your bank account to fund your Titan account, and deposit funds to begin investing.

    Eligibility and required information

    • At least 18 years old
    • Valid phone number and residential and email address
    • Date of birth
    • Existing bank to fund your account
    • Valid Social Security Number
    • Employment status

    Sign up now

    How safe is Titan?

    Titan is considered safe and secure with its 256-bit encryption security and two-factor authentication. Any cash and securities in a Titan account are insured up to $500,000 by the Securities Investor Protection Corporation (SIPC). If you’ve opted into Titan’s cash sweep program, your money that’s held by partner banks is insured up to $250,000 by Federal Deposit Insurance Corporation (FDIC).

    Compare Titan Invest to other platforms

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    Complete signup bonus

    Get $100-$5,000 when you open and fund an account with $5,000 to $1,000,000+

    Frequently asked questions about Titan

    How we rate trading platforms

    ★★★★★ 5/5 — Excellent

    ★★★★★ 4/5 — Good

    ★★★★★ 3/5 — Average

    ★★★★★ 2/5 — Subpar

    ★★★★★ 1/5 — Poor

    We analyze top online trading platforms and rate them one to five stars based on factors that are most important to you. These factors include fees, securities available for trade, customer support, customer feedback, platform resources and overall reliability.

    For a complete breakdown of how we score each category, read the full methodology of how we rate trading platforms.

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