Title offers a secure platform for managing and tracking valuable collections, including appraisal and insurance tools. The platform streamlines collection management with enhanced privacy and efficiency.
Funding
Funding not disclosed
Founders
Product
Problem
Financial and art advisors often struggle to incorporate valuable client assets like fine art, classic cars, and jewelry into comprehensive financial profiles. Managing these collections involves scattered spreadsheets and disconnected workflows, making it difficult to maintain an accurate, up-to-date view of a client's total wealth and plan effectively for estates and insurance.
Solution
Title provides a secure platform designed exclusively for trusted financial and art advisors to streamline the management of valuable client collections. The platform centralizes collection data—including item details, provenance, valuations, and related documents—in a unified, secure environment. Title enables advisors to monitor and update values, integrate collection data into estate and insurance planning, and generate tailored reports. By connecting collection management, valuation, wealth management, and insurance, Title offers a complete view of a client's assets, facilitating informed financial strategies and enhanced client service.
Target Audience
Title's primary users are financial advisors, art advisors, trust and estate teams, private bankers, and other professionals who manage valuable collections on behalf of their clients.
Features
- Centralized platform for managing art, collectibles, and other valuable assets.
- Secure document vault for storing appraisals, invoices, and other relevant documentation.
- Integration with existing wealth management and insurance systems via API.
- Access to a network of 1,500 certified appraisers across 230 categories for up-to-date valuations.
- Client portfolio overview dashboard with dynamic charts and analytics.
- Item-level documentation following Getty Object ID standards, including location history and value tracking.
- Role-based access controls and enterprise-grade security with data encryption in transit and at rest.
- Compliance with global and local privacy standards, including GDPR, CCPA, and Quebec’s Law 25.