Finimize Finance News Insights vs Titan: Your Investment Team Usage & Stats

Money is the #1 source of stress for Millennials and Gen-Z. We're here to take that off your plate. With Titan, you get professional investment management, without the high fees and minimums. Managing investments doesn't have to be expensive or complicated. We do the work of investing for you. Hands-on management, literally. WEALTH MANAGEMENT, SIMPLIFIED Get Wall Street expertise in the palm of your hand. Our in-house investment team actively manages your portfolio, gives guidance and keeps you updated along the way. INVESTMENT STRATEGIES - Smart Treasury: Higher yields, automatically. We manage your cash between tax-optimized money market funds. Exclusive to Titan. - Active Strategies: Portfolios managed by our in-house investment team. - Automated Index Investing: Tax-optimized exposure to diversified ETFs. - Alternative Assets: Access venture capital, crypto, real estate, and credit investments. ADVICE ON DEMAND Get one-on-one advice from professional investors and advisors who understand your goals. Our team provides comprehensive investment guidance and portfolio reviews to keep you on track. All included as a client. INSTITUTIONAL-GRADE RESEARCH Stay informed with our proprietary investment research on stocks and markets. This includes written reports, videos, and audio notes. PERKS BEYOND WEALTH With wealth comes privilege. Our in-house concierge gets you access to the best in dining and events in major cities across the US. HERE'S WHAT YOU GET: - Market-leading yield on cash - Professionally managed portfolios aiming for market outperformance - Automated stock & bond investing - Chats with advisors (worth ~$100/hr) - Market expertise & insights - Free tax filing with expert review ($288 value*) - VIP access & experiences Give your money an upgrade; make managing your wealth our job. Disclosures *Comparison is for illustrative purposes only, and is based on the price and features of TurboTax Live Assisted on 11/20/2024. Titan Global Capital Management USA LLC ("Titan") is an SEC registered investment adviser. Titan’s affiliate, Titan Global Technologies LLC, is an SEC-registered broker-dealer. All investments involve risk and the past performance of a security or financial product does not guarantee future results. Certain investments are not suitable for all investors. Keep in mind that while diversification may help spread risk, it does not assure a profit or protect against loss. There is always the potential of losing money when you invest in securities or other financial products. Investors should consider their investment objectives and risks carefully before investing. The price of a given security may increase or decrease based on market conditions and customers may lose money, including their original investment and principal. Please visit [www.titan.com/disclosures](http://www.titan.com/disclosures) for important additional disclosures. Not an offer to buy or sell securities. Not tax advice.