Shows
Rich Habits Podcast90: Demystifying Private Wealth ManagementIn this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sat down with the Co-CEO of Titan -- Joe Percoco.
Private wealth management is no longer something only provided to the ultra-wealthy, thanks to Titan.
This "wealth management firm in your pocket" offers the everyday investor sophisticated analysis, passive index investing, an actively-managed strategy, and in-real-life events to their members -- unlocking the best of both worlds.
💰 Click here to try Titan and get one month free! Simply use the code RICHHABITS when prompted during sign up.
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Money MemoriesUnlocking Financial Wellness with a 'Titan'Joe Percoco is the CEO and founder of the wealth management fintech Titan, which aims to provide elite capital management for everyday Americans. Joe shares his upbringing in a small New Jersey town, his earliest money memory of receiving a bond as a gift, and how his experience as an outsider working on Wall Street inspired him to develop a solution to empower individuals with better investment solutions.2023-08-0318 min
Hacking HumansBringing in the human side of scamming.Nick Percoco from Kraken sits down to discuss the human factor of crypto scams, including going over common red flags and what to do when a third party is exerting pressure that taps into a human emotions. Listener Sean writes in with some follow up to discuss the increase in AI scams and if people would be more likely to talk about falling for these scams as AI becomes better and better. An anonymous listener also reached out with some follow up regarding there experience with corporate ID theft. Joe's story follows the report on "dark patterns," and what...2023-05-251h 06
FYI - For Your InnovationBest of 2022 – FYI Podcast Compilation
As the year comes to an end, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. In this final episode of 2022, we compiled some of our most interesting podcast episodes for you. Please enjoy this summary and tune back in when we return in 2023.
1. Space, Business, and the Business of Space with Jared Isaacman from Shift4 Payments (Ep. 127)
Chief Futurist Brett Winton and Autonomous and Robotics Director of Research Sam Korus interview Shift4 Payments CEO and Chairman Jared Isaacman. Brett, Sam and Jared discussed the Polaris Dawn mission, Jared’s pass...2022-12-3040 min
FYI - For Your InnovationPersonalizing Private Wealth with Titan CEOs Joe Percoco and Clay Gardner
On today’s episode, ARK analysts Max Friedrich and Will Summerlin are joined by co-founders and co-CEOs of Titan, an online investment management platform, Joe Percoco, and Clay Gardner. In this episode, we hear how these business partners met and founded their company, their mission, and vision, how they remove the ‘middleman,’ and more. We also discuss what Titan believes prevents investors from trying to build a distribution channel, and what information investors care about the most. Joe and Clay also share some new strategies they’ve launched on their app, and we delve into how they see their user exp...2022-09-2939 min
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and InvestorsReplay: #41 Joe Percoco of Titan: My Favorite Books, Tools, Habits, and More | 20 Minute PlaybookIn Episode #41, we deconstruct Joe Percoco's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Joe is the Co-CEO and Co-Founder of Titan. We cover Y intercept vs. slope in hiring, calendar auditing, and T-shirt ROI assessments.
“I think failure is definitely glorified to a degree. The goal is that you don't just fail consistently; eventually, you provide successful impact to others. But to the degree you're able to royally fail, and then royally succeed, that's way better than just royally succeeding. It's like a great underdog story in a way...2022-08-1924 min
20 Minute Playbook: Tactics, Routines, and Habits of World-Class PerformersJoe Percoco of Titan: My Favorite Books, Tools, Habits, and More | 20 Minute PlaybookIn Episode #41, we deconstruct Joe Percoco's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Joe is the Co-CEO and Co-Founder of Titan. We cover Y intercept vs. slope in hiring, calendar auditing, and T-shirt ROI assessments.“I think failure is definitely glorified to a degree. The goal is that you don't just fail consistently; eventually, you provide successful impact to others. But to the degree you're able to royally fail, and then royally succeed, that's way better than just royally succeeding. It's like a great underdog stor...2022-08-1926 min
Most Innovative CompaniesHow consumer fintech Titan is navigating the financial crisis.On this week's Most Innovative Companies, Joe Percoco, cofounder and co-CEO of Titan, shares his thoughts with host James Vincent about why, while a financial crisis is undeniably a challenge to companies, it can also bring key opportunities for growth. His company Titan is a consumer fintech opening up access to expert-led investment opportunities for as little as $100. Operating in that space means that Percoco has seen this crisis from the eye of the storm.You can listen and subscribe to Most Innovative Companies on Apple Podcasts, Stitcher, Spotify, or wherever you get your podcasts.2022-07-1252 min
Leaders in InnovationHow consumer fintech Titan is navigating the financial crisis.On this week's Most Innovative Companies, Joe Percoco, cofounder and co-CEO of Titan, shares his thoughts with host James Vincent about why, while a financial crisis is undeniably a challenge to companies, it can also bring key opportunities for growth. His company Titan is a consumer fintech opening up access to expert-led investment opportunities for as little as $100. Operating in that space means that Percoco has seen this crisis from the eye of the storm.You can listen and subscribe to Most Innovative Companies on Apple Podcasts, Stitcher, Spotify, or wherever you get your podcasts.2022-07-1252 min
The New Way We WorkIntroducing the new season of 'Most Innovative Companies' with James VincentOn this week's Most Innovative Companies, Joe Percoco, cofounder and co-CEO of Titan, shares his thoughts with host James Vincent about why, while a financial crisis is undeniably a challenge to companies, it can also bring key opportunities for growth. His company Titan is a consumer fintech opening up access to expert-led investment opportunities for as little as $100. Operating in that space means that Percoco has seen this crisis from the eye of the storm.You can listen and subscribe to Most Innovative Companies on Apple Podcasts, Stitcher, Spotify, or wherever you get your podcasts.2022-07-1252 min
Going Deep with Aaron Watson518 Optimize Your Processes like it’s 2022 w/ Jennifer Smith (Scribe)Jennifer Smith is the cofounder and CEO of Scribe, a modern software solution for documenting and teaching company processes. After graduating from Harvard Business School, Jennifer joined McKinsey where she helped the largest companies on the planet implement better processes. With an appetite for efficiency, she searched far and wide for a solution that reduced the friction between finding a better process and sharing it across an organization. When she realized that the market was not producing a sufficient product, she decided to take matters into her own hands and found Sc...2022-03-0739 min
Going Deep with Aaron Watson516 Alternative Asset Investing w/ Eric Satz (Alto Ira)Eric Satz is the founder and CEO of Alto, a platform for investors to use their retirement accounts for investing in alternative assets, such as private companies, real estate, cryptocurrency, equity crowdfunding, and marketplace loans. The firm enables investors to better diversify their IRA and 401(K) accounts into higher-return, long-term alternative investment opportunities. For a long time, IRAs have been dominated by Fidelity, Charles Schwab, eTrade, and Vanguard. However, digitization and the fintech revolution have opened the door for a wave of new upstarts. In this episode, Eric and Aar...2022-02-2139 min
Founders Talk: Startups, CEOs, LeadershipBuilding an investment platform for everyoneThis 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 sh...2022-02-121h 00Changelog Master FeedBuilding an investment platform for everyone (Founders Talk #87)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 t...2022-02-121h 00
Humans of FintechS1 E9: Clayton Gardner, CO-Founder and CEO Titan, Fintech Investment
What happened when Clay Gardner decided it was time to democratize Wall Street? He changed the game and Titan was born.Now the company he co-founded with Joe Percoco and Max Bernardy has been named one of the next billion-dollar startups by Forbes, and Clay is only just getting started.Titan is the mobile app making investment accessible to anyone with a mobile phone. Bringing on board the next generation of investors, the app is breaking down the barriers of elitism surrounding Wall Street and heading into the next wave of growth with crypto offerings...2022-02-0939 min
We Study Billionaires - The Investor’s Podcast NetworkTIP416: High Finance Strategies for New Investors w/ Joe PercocoTrey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led by Andreesen Horowitz.IN THIS EPISODE, YOU'LL LEARN:
03:31 - What Joe learned from working at McKinsey and Goldman Sachs and also, what he did not learn.
12:03 - The strategies that Titan offers.
24:06 - What millennials, who are currently 4X poorer than Baby Boomers, can do...2022-01-2359 min
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and InvestorsReplay – #40 Titan: On Democratizing Access to Elite Investment Strategies and The Future of Public Markets | Joe Percoco, Co-Founder & Co-CEOIn this Replay Episode, we explore democratizing access to elite investment strategies and the future of public markets with Joe Percoco, Co-Founder and Co-CEO of Titan. We cover the frustrations in investing that led Joe to build Titan, investing in crypto, and understanding your company OS and hiring the right people for your tribe.
“There's often a binary debate occurring in society, which is about crypto assets—is the asset class a zero? And it's a bit of the wrong debate to be having. The right question to ask here is, are there crypto-assets that deserve a weighting in your port...2021-12-2945 min
Everyone's Talkin' MoneyHow to Invest in Stocks: The New Way to Build Wealth
Learning how to invest in stocks requires one rule - that you throw out the old rules and learn the new way to build wealth. Our guest, Joe Percoco, and his business partner, Clay Gardner, were frustrated that millennials only had two options for investing: buying and selling stocks themselves or investing in a market-weighted index. So they decided to create a third option. Joe is the co-founder and co-CEO of Titan, a fintech startup whose aim is to become this century’s answer to Fidelity Investments. With 500% growth in the last 12 months, 30,000+ users, nearly 1 billion in assets under ma...2021-12-2844 min
Going Deep with Aaron Watson492 Hedge Funds, Startups, and FinTech w/ Joe PercocoJoe Percoco could not stand the idea that the best financial products were inaccessible to the common person, so he co-founded Titan. Titan is a fintech startup that aims to be this century’s Fidelity Investments The startup is growing rapidly with 500% growth in the last 12 months, 30,000+ users, nearly 1 billion in assets under management, and a recent valuation of $450 Million. Their investors include Andreessen Horowitz, Kevin Durant, Odell Beckham Jr., and Will Smith. Joe has been able to build this company so quickly thanks to his pedigree at some of the worl...2021-09-0641 min
Ever Forward Radio with Chase ChewningCrypto Explained and How to 10x Your Financial Health in the Investment World with Joe PercocoJoe Percoco is the Co-Founder and Co-CEO of Titan, which he refers to as “a premier investment firm, but for everyone.” Titan is Joe’s response to Wall Street’s reputation for catering almost exclusively to the ultra-wealthy. His team is dedicated to the long-term growth of investors’ capital by following their “time-tested investment philosophy: identifying the rare species of stocks known as “compounders” and holding on tight.” Listen in as Joe offers some high-level wisdom on the world of finance and why it’s crucial to think like an owner instead of a gambler in the investment wo...2021-08-2558 min
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and Investors#40 Titan: On Democratizing Access to Elite Investment Strategies and The Future of Public Markets | Joe Percoco, Co-Founder & Co-CEOIn Episode #40, we explore democratizing access to elite investment strategies and the future of public markets with Joe Percoco, Co-Founder and Co-CEO of Titan. We cover the frustrations in investing that led Joe to build Titan, investing in crypto, and understanding your company OS and hiring the right people for your tribe.
“There's often a binary debate occurring in society, which is about crypto assets—is the asset class a zero? And it's a bit of the wrong debate to be having. The right question to ask here is, are there crypto-assets that deserve a weighting in your portfolio?” – Joe Percoco
...2021-07-2845 min
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and Investors#41 Joe Percoco of Titan: My Favorite Books, Tools, Habits, and More | 20 Minute PlaybookIn Episode #41, we deconstruct Joe Percoco's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Joe is the Co-CEO and Co-Founder of Titan. We cover Y intercept vs. slope in hiring, calendar auditing, and T-shirt ROI assessments.
“I think failure is definitely glorified to a degree. The goal is that you don't just fail consistently; eventually, you provide successful impact to others. But to the degree you're able to royally fail, and then royally succeed, that's way better than just royally succeeding. It's like a great underdog story in a way...2021-07-2824 min
How They Invest: Tactics and Tools of the World's Best InvestorsTitan: On Democratizing Access to Elite Investment Strategies and The Future of Public Markets | Joe Percoco, Co-Founder & Co-CEOWe explore democratizing access to elite investment strategies and the future of public markets with Joe Percoco, Co-Founder and Co-CEO of Titan. We cover the frustrations in investing that led Joe to build Titan, investing in crypto, and understanding your company OS and hiring the right people for your tribe.“There's often a binary debate occurring in society, which is about crypto assets—is the asset class a zero? And it's a bit of the wrong debate to be having. The right question to ask here is, are there crypto-assets that deserve a weighting in your portfolio?” – Joe Perc...2021-07-2847 min
20 Minute Playbook: Tactics, Routines, and Habits of World-Class PerformersJoe Percoco of Titan: My Favorite Books, Tools, Habits, and More | 20 Minute PlaybookIn this episode, we deconstruct Joe Percoco's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Joe is the Co-CEO and Co-Founder of Titan. We cover Y intercept vs. slope in hiring, calendar auditing, and T-shirt ROI assessments.“I think failure is definitely glorified to a degree. The goal is that you don't just fail consistently; eventually, you provide successful impact to others. But to the degree you're able to royally fail, and then royally succeed, that's way better than just royally succeeding. It's like a great unde...2021-07-2826 min
Outlier Founders 🧗🏽 Entrepreneurs, Startups, and Venture CapitalTitan: On Democratizing Access to Elite Investment Strategies and The Future of Public Markets | Joe Percoco, Co-Founder & Co-CEOWe explore democratizing access to elite investment strategies and the future of public markets with Joe Percoco, Co-Founder and Co-CEO of Titan. We cover the frustrations in investing that led Joe to build Titan, investing in crypto, and understanding your company OS and hiring the right people for your tribe.“There's often a binary debate occurring in society, which is about crypto assets—is the asset class a zero? And it's a bit of the wrong debate to be having. The right question to ask here is, are there crypto-assets that deserve a weighting in your portfolio?” – Joe Perc...2021-07-0847 min
SuperceptionEp. 72 - Chris Smith, Contributing Editor At Vanity FairTopic: New York governor Andrew Cuomo’s scandals.
Chris Smith discusses Andrew Cuomo’s life and achievements, Preet Bharara’s investigation of Joe Percoco, the sexual harassment accusations against Andrew Cuomo, the politically-driven undercounting by his administration of Covid-19 deaths among New York State’s nursing home residents, the publication of a memoir about the Covid-19 crisis for which Andrew Cuomo was paid 5 million dollars, the preferential treatment that his family received in getting Covid-19 tests at the height of the crisis, the political advice secretly given by CNN anchorman Chris Cuomo to his brother, the landscape of politics in Albany...2021-06-131h 16
Founder FundamentalsTitan: Joe PercocoIn this episode hear Joe Percoco, Co-CEO & Co-Founder of Titan, discuss how this modern asset manager with 25,000 clients is building the operating system for investment management. Joe discusses the story behind Titan and the decision to leverage technology for scaling accessibility to the product, his thoughts on competition in the wealthtech market, raising capital in the space and the future of Titan. 2021-05-1039 min
Fintech Underground by AlpacaJoe Percoco from TITAN #005In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews Joe Percoco. As the Co-CEO and CoFounder of Titan, an investment platform, Joe discusses his experience at Goldman Sachs along with Titan’s recent growth, series funding, future plans.
Disclosures:
Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.
The context of this show is provided for informational purposes only and is not intended to provide specific advice or recommendations for any ind...2021-04-1424 min
Wharton FinTech PodcastFuture of Wealth Management and Investment – Future of Banking WeekOn this episode, Miguel Armaza moderates the Wealth Management and Investment panel as part of the Future of Banking Week, joined by three excellent guests:
• Ed Robinson, President and co-founder of STASH, one of the fastest-growing consumer investing and banking platforms in the U.S., pioneering the future of personal finance.
• Joe Percoco, Co-CEO and Co-Founder of Titan, a digitally-native investment manager based in New York City backed by Y-Combinator, Box Group, Maverick, and others.
• Ryan Finneran, Director of Investment Operations at Moneylion, a leading mobile finance platform offering consumer products for borrowing, saving, and investing.
Ed, Joe, and Ryan are le...2020-08-0238 min
The AskHistorians PodcastAskHistorians Podcast 100 - [META] AskHistorians Under the HoodToday as it is our 100th episode (and we are fast approaching 700,000 subscribers) we have decided to do something a little different! We have a panel of AskHistorians Moderators to talk about AskHistorians Under the Hood--what it is like to moderate and run the worlds largest academic history forum. AskHistorians has grown a lot in its six, nearly 7 years of existence, spawning several articles, helping several careers, several academic panels (which you can hear on earlier episodes) and this podcast! So if you have no interest in AskHistorians as a reddit community, this podcast might be of less interest...2017-12-071h 15
Beer Massif: A Craft Beer Culture Podcast6-26-16 Sole Artisin AlesThis week we are staying local with Sole Artisan Ales from right here in Pittston, PA. Founder Joe Percoco sits down with us in the studio to discuss his brewing history and his delicious and much sought after beers.2016-07-0154 min