3 ms·
I like Arta's pitch as a "digital family office" that handles more than just investments. Managing investments is still table stakes, but they also throw in est
by jollyjerry 3y ago
I like Arta's pitch as a "digital family office" that handles more than just investments. Managing investments is still table stakes, but they also throw in estate planning and other offerings that a traditional financial advisor would offer.
I tried Titan a while back and found that less compelling as a "hedge fund / active management roboadvisor". It didn't seem to differentiate sufficiently from the passive roboadvisors or what traditional wealth management could offer.