In-depth, one-on-one conversations with founders, CEOs, and makers. The journey, lessons learned, and the struggles. Let’s do this! Host Adam Stacoviak dives deep into the trials, tribulations, successes, and failures of industry leading entrepreneurs, leaders, innovators, and visionaries.

Building an investment platform for everyone

February 11, 2022 1:00:51 58.65 MB Downloads: 0

This week Adam is joined by Joe Percoco — the Co-CEO of Titan, a premier investment manager for everyone. Titan is an investment company, a media, and a tech company, all rolled into one. Mid last year, they closed a $58 million Series B round led by Andreessen Horowitz (a16z) at a $450 million valuation. They currently have $750 million in assets managed and more than 35,000 clients.

Why should Titan exist? In Joe’s words, “Wall Street ignores everyday investors, and caters only to the ultra wealthy. This divide doesn’t sit well with us. So, we built Titan.” On today’s show Joe shares the journey, the why’s, the how’s, and the sequencing it might take to get to a $1 trillion of assets managed.

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Notes and Links

Adam’s referral link to Titan (because he’s a client)